Kiley Juergens Wealth Management, LLC Closed Holding Positions

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Redhat Inc
Q4 2018 Filed on Jan 15, 2019
60
N/A
RDFN
Redfin Corp

Real Estate
Q4 2018 Filed on Jan 15, 2019
519
$13.92 - $18.11 $7.22K - $9.4K
O
Realty Income Corp

Real Estate
Q4 2018 Filed on Jan 15, 2019
278
$54.12 - $64.28 $15K - $17.9K
Radisys Corp
Q4 2018 Filed on Jan 15, 2019
1
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
48
$79.75 - $108.38 $3.83K - $5.2K
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
865
$31.18 - $36.51 $27K - $31.6K
ROBO
Robo Global Robotics And Autom

ETFs
Q4 2018 Filed on Jan 15, 2019
280
N/A
SAP
Sap Se

Technology
Q4 2018 Filed on Jan 15, 2019
198
$95.0 - $123.27 $18.8K - $24.4K
RPM
Rpm International Inc

Basic Materials
Q4 2018 Filed on Jan 15, 2019
299
$55.74 - $65.95 $16.7K - $19.7K
Royal Dutch Shell B Adrf
Q4 2018 Filed on Jan 15, 2019
1,975
N/A
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Jan 15, 2019
810
$47.66 - $58.81 $38.6K - $47.6K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
140
$89.48 - $129.64 $12.5K - $18.1K
RY
Royal Bank Of Canada

Financial Services
Q4 2018 Filed on Jan 15, 2019
75
$66.36 - $80.89 $4.98K - $6.07K
Royal Bank Scot New Adrf
Q4 2018 Filed on Jan 15, 2019
3,813
N/A
Rockwell Collins Inc
Q4 2018 Filed on Jan 15, 2019
33
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
148
$141.77 - $189.89 $21K - $28.1K
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2018 Filed on Jan 15, 2019
295
$49.89 - $56.37 $14.7K - $16.6K
PRU
Prudential Financial Inc

Financial Services
Q4 2018 Filed on Jan 15, 2019
195
$76.83 - $105.99 $15K - $20.7K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2018 Filed on Jan 15, 2019
34
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2018 Filed on Jan 15, 2019
223
N/A
PSX
Phillips 66

Energy
Q4 2018 Filed on Jan 15, 2019
823
$78.5 - $118.47 $64.6K - $97.5K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
1,034
$65.97 - $90.63 $68.2K - $93.7K
PEP
Pepsico Inc

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
5,420
$105.06 - $121.94 $569K - $661K
Penney J C CO Inc
Q4 2018 Filed on Jan 15, 2019
34
N/A
PBA
Pembina Pipeline Corp

Energy
Q4 2018 Filed on Jan 15, 2019
175
$28.96 - $35.29 $5.07K - $6.18K
PAYX
Paychex Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
1,096
$61.64 - $74.78 $67.6K - $82K
PANW
Palo Alto Networks Inc

Technology
Q4 2018 Filed on Jan 15, 2019
30
$163.44 - $224.81 $4.9K - $6.74K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2018 Filed on Jan 15, 2019
215
N/A
PFL
Pimco Income Strategy Fund

Financial Services
Q4 2018 Filed on Jan 15, 2019
1,066
$10.23 - $11.9 $10.9K - $12.7K
PUK
Prudential PLC

Financial Services
Q4 2018 Filed on Jan 15, 2019
101
$32.7 - $44.22 $3.3K - $4.47K
Proofpoint Inc
Q4 2018 Filed on Jan 15, 2019
10
N/A
PGR
Progressive Corp

Financial Services
Q4 2018 Filed on Jan 15, 2019
927
$57.07 - $73.46 $52.9K - $68.1K
PFG
Principal Financial Group Inc

Financial Services
Q4 2018 Filed on Jan 15, 2019
1,617
$41.08 - $60.65 $66.4K - $98.1K
PINC
Premier, Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
519
$35.15 - $46.55 $18.2K - $24.2K
Praxair Inc
Q4 2018 Filed on Jan 15, 2019
55
N/A
PKX
Posco Holdings Inc.

Basic Materials
Q4 2018 Filed on Jan 15, 2019
247
$53.12 - $66.46 $13.1K - $16.4K
PII
Polaris Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
162
$72.34 - $101.62 $11.7K - $16.5K
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Jan 15, 2019
2,300
$19.84 - $25.88 $45.6K - $59.5K
PACW
Pacwest Bancorp

Financial Services
Q4 2018 Filed on Jan 15, 2019
260
$31.49 - $48.83 $8.19K - $12.7K
VMI
Valmont Industries Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
100
$104.22 - $139.52 $10.4K - $14K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q4 2018 Filed on Jan 15, 2019
1,000
$19.05 - $23.75 $19.1K - $23.8K
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
125
$41.16 - $66.67 $5.15K - $8.33K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q4 2018 Filed on Jan 15, 2019
55
$13.85 - $17.39 $762 - $956
AWR
American States Water CO

Utilities
Q4 2018 Filed on Jan 15, 2019
3,000
$58.9 - $69.19 $177K - $208K
American Outdoor Brands
Q4 2018 Filed on Jan 15, 2019
200
N/A
Alps Trust ETF
Q4 2018 Filed on Jan 15, 2019
6,122
N/A
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
413
$40.83 - $53.37 $16.9K - $22K
ABMD
Abiomed Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
7
$281.08 - $444.25 $1.97K - $3.11K
21st Cent Fox Cl A
Q4 2018 Filed on Jan 15, 2019
64
N/A
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