Joel Isaacson & Co., LLC Closed Holding Positions

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLI
Industrial Sector Spdr

ETFs
Q2 2020 Filed on Jul 21, 2020
3,585
$56.34 - $76.29 $202K - $273K
Aon PLC
Q2 2020 Filed on Jul 21, 2020
1,656
N/A
Raytheon CO
Q2 2020 Filed on Jul 21, 2020
2,041
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q1 2020 Filed on Apr 21, 2020
5,799
$70.89 - $104.72 $411K - $607K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q1 2020 Filed on Apr 21, 2020
4,000
$33.65 - $53.81 $135K - $215K
MPLX
Mplx LP

Energy
Q1 2020 Filed on Apr 21, 2020
40,000
$8.38 - $27.11 $335K - $1.08M
EOG
Eog Resources Inc

Energy
Q1 2020 Filed on Apr 21, 2020
2,504
$29.76 - $89.29 $74.5K - $224K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 21, 2020
11,824
N/A
HNNA
Hennessy Advisors Inc

Financial Services
Q1 2020 Filed on Apr 21, 2020
13,500
$6.21 - $11.07 $83.8K - $149K
Ishares Gold Trust
Q1 2020 Filed on Apr 21, 2020
26,000
N/A
BP
Bp PLC

Energy
Q1 2020 Filed on Apr 21, 2020
5,942
$16.11 - $39.85 $95.7K - $237K
Aqua America Inc
Q1 2020 Filed on Apr 21, 2020
5,758
N/A
Bbx Cap Corp New
Q1 2020 Filed on Apr 21, 2020
21,445
N/A
Medidata Solutions Inc
Q4 2019 Filed on Jan 24, 2020
5,000
N/A
FDD
First Trust Stoxx European Sel

ETFs
Q4 2019 Filed on Jan 24, 2020
10,971
$12.37 - $14.08 $136K - $154K
Celgene Corp
Q4 2019 Filed on Jan 24, 2020
10,302
N/A
Suntrust Bks Inc
Q3 2019 Filed on Oct 15, 2019
3,185
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2019 Filed on Oct 15, 2019
12,000
$14.62 - $15.03 $175K - $180K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q3 2019 Filed on Oct 15, 2019
3,977
$50.35 - $50.47 $200K - $201K
SSYS
Stratasys Ltd.

Technology
Q3 2019 Filed on Oct 15, 2019
8,000
$21.16 - $29.88 $169K - $239K
Thestreet Inc
Q3 2019 Filed on Oct 15, 2019
20,200
N/A
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Oct 15, 2019
8,150
$20.76 - $32.1 $169K - $262K
Lendingclub Corp
Q3 2019 Filed on Oct 15, 2019
171,478
N/A
COP
Conocophillips

Energy
Q3 2019 Filed on Oct 15, 2019
3,819
$50.42 - $62.53 $193K - $239K
Altaba Inc
Q3 2019 Filed on Oct 15, 2019
8,600
N/A
Och Ziff Cptl Mangemnt Grp I
Q3 2019 Filed on Oct 15, 2019
30,000
N/A
Contura Energy Inc
Q3 2019 Filed on Oct 15, 2019
10,000
N/A
Blackstone Group L P
Q3 2019 Filed on Oct 15, 2019
51,877
N/A
TMQ
Trilogy Metals Inc.

Basic Materials
Q3 2019 Filed on Oct 15, 2019
20,000
$1.52 - $3.09 $30.4K - $61.8K
AMCX
Amc Networks Inc.

Communication Services
Q3 2019 Filed on Oct 15, 2019
4,000
$46.74 - $56.7 $187K - $227K
LIN
Linde PLC

Basic Materials
Q2 2019 Filed on Jul 11, 2019
1,208
$173.35 - $204.02 $209K - $246K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Jul 11, 2019
10,821
$49.34 - $63.49 $534K - $687K
Royal Dutch Shell PLC
Q2 2019 Filed on Jul 11, 2019
10,340
N/A
Spdr Series Trust
Q2 2019 Filed on Jul 11, 2019
9,500
N/A
Thestreet Inc
Q2 2019 Filed on Jul 11, 2019
148,969
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 11, 2019
23,892
N/A
BCE
Bce Inc

Communication Services
Q2 2019 Filed on Jul 11, 2019
21,655
$44.3 - $46.88 $959K - $1.02M
LIVN
Liva Nova PLC

Healthcare
Q2 2019 Filed on Jul 11, 2019
2,500
$66.45 - $97.36 $166K - $243K
GPC
Genuine Parts CO

Consumer Cyclical
Q2 2019 Filed on Jul 11, 2019
7,593
$96.42 - $115.14 $732K - $874K
Hcp Inc
Q2 2019 Filed on Jul 11, 2019
15,295
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2019 Filed on Jul 11, 2019
10,710
$40.64 - $44.7 $435K - $479K
JCI
Johnson Controls International PLC

Industrials
Q2 2019 Filed on Jul 11, 2019
21,924
$35.81 - $41.31 $785K - $906K
ETN
Eaton Corp PLC

Industrials
Q2 2019 Filed on Jul 11, 2019
2,578
$74.49 - $85.59 $192K - $221K
Western Gas Equity Partners
Q1 2019 Filed on Apr 09, 2019
7,000
N/A
BBDC
Barings Bdc, Inc.

Financial Services
Q1 2019 Filed on Apr 09, 2019
15,000
$9.28 - $10.0 $139K - $150K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
Q1 2019 Filed on Apr 09, 2019
31,873
$13.91 - $15.07 $443K - $480K
Allianzgi Nfj Divid Int & Pr
Q1 2019 Filed on Apr 09, 2019
82,500
N/A
Global X Fds
Q1 2019 Filed on Apr 09, 2019
13,935
N/A
Xilinx Inc
Q1 2019 Filed on Apr 09, 2019
3,508
N/A
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