Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
2
$128.22 - $169.06 $256 - $338
MP
Mp Materials Corp.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
335
$29.57 - $47.26 $9.91K - $15.8K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$97.44 - $99.3 $97.4 - $99.3
COLL
Collegium Pharmaceutical, Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$17.5 - $21.35 $17.5 - $21.4
GWRE
Guidewire Software, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
47
$109.73 - $127.83 $5.16K - $6.01K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$174.93 - $227.37 $175 - $227
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
15
$152.7 - $178.12 $2.29K - $2.67K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
61
$53.76 - $65.49 $3.28K - $3.99K
CUBE
Cube Smart

Real Estate
Q4 2021 Filed on Feb 11, 2022
910
$48.03 - $57.02 $43.7K - $51.9K
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
233
$114.05 - $133.51 $26.6K - $31.1K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
35
$146.27 - $171.08 $5.12K - $5.99K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2021 Filed on Feb 11, 2022
611
$109.09 - $125.62 $66.7K - $76.8K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q4 2021 Filed on Feb 11, 2022
340
$26.16 - $26.65 $8.89K - $9.06K
MPC
Marathon Petroleum Corp

Energy
Q4 2021 Filed on Feb 11, 2022
1,491
$60.28 - $68.47 $89.9K - $102K
SRC
Spirit Realty Capital, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
92
$43.68 - $49.96 $4.02K - $4.6K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,395
$53.13 - $64.61 $74.1K - $90.1K
TDY
Teledyne Technologies Inc

Technology
Q4 2021 Filed on Feb 11, 2022
28
$411.52 - $452.34 $11.5K - $12.7K
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
0
$279.0 - $342.01 $0 - $0
Huttig Bldg Prods Inc
Q4 2021 Filed on Feb 11, 2022
70
N/A
IT
Gartner Inc

Technology
Q4 2021 Filed on Feb 11, 2022
56
$301.06 - $339.69 $16.9K - $19K
Y
Alleghany Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
18
$630.6 - $703.62 $11.4K - $12.7K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
458
$16.38 - $17.39 $7.5K - $7.96K
EXR
Extra Space Storage Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
36
$167.89 - $226.73 $6.04K - $8.16K
EVR
Evercore Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
40
$128.95 - $163.18 $5.16K - $6.53K
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Feb 11, 2022
35
$8.15 - $10.19 $285 - $357
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
252
$139.73 - $176.87 $35.2K - $44.6K
TRI
Thomson Reuters Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
140
$109.42 - $123.35 $15.3K - $17.3K
WAL
Western Alliance Bancorporation

Financial Services
Q4 2021 Filed on Feb 11, 2022
19
$98.78 - $122.78 $1.88K - $2.33K
WLK
Westlake Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
70
$88.62 - $104.51 $6.2K - $7.32K
DCOM
Dime Community Bancshares, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
41
$32.86 - $38.02 $1.35K - $1.56K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
750
$32.57 - $35.71 $24.4K - $26.8K
RIOT
Riot Blockchain, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
105
$22.33 - $44.19 $2.34K - $4.64K
LAMR
Lamar Advertising CO

Real Estate
Q4 2021 Filed on Feb 11, 2022
61
$106.52 - $122.34 $6.5K - $7.46K
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2021 Filed on Feb 11, 2022
510
$3.24 - $5.18 $1.65K - $2.64K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
672
$15.66 - $18.28 $10.5K - $12.3K
WNS
Wns (Holdings) LTD

Technology
Q4 2021 Filed on Feb 11, 2022
80
$80.31 - $90.24 $6.42K - $7.22K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
277
$7.71 - $8.23 $2.14K - $2.28K
KB
Kb Financial Group Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
1
$44.38 - $50.17 $44.4 - $50.2
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1
$59.46 - $72.91 $59.5 - $72.9
DAR
Darling Ingredients Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
108
$61.91 - $85.34 $6.69K - $9.22K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
2
$9.45 - $15.79 $18.9 - $31.6
ATR
Aptargroup, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
32
$113.67 - $134.45 $3.64K - $4.3K
EQIX
Equinix Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
81
$750.01 - $847.3 $60.8K - $68.6K
CACC
Credit Acceptance Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
8
$581.74 - $696.25 $4.65K - $5.57K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2021 Filed on Feb 11, 2022
197
$53.58 - $61.45 $10.6K - $12.1K
CPSI
Computer Programs & Systems Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
201
$28.49 - $37.25 $5.73K - $7.49K
IVZ
Invesco Ltd.

Financial Services
Q4 2021 Filed on Feb 11, 2022
505
$21.76 - $26.53 $11K - $13.4K
MRTN
Marten Transport LTD

Industrials
Q4 2021 Filed on Feb 11, 2022
193
$15.03 - $17.61 $2.9K - $3.4K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
400
$29.33 - $34.9 $11.7K - $14K
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