Kwb Wealth Closed Holding Positions

Kwb Wealth

  • $806 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
A
Agilent Technologies, Inc.

Healthcare
Q2 2022 Filed on Aug 10, 2022
2,890
$112.71 - $135.93 $326K - $393K
PVH
Pvh Corp.

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
2,888
$56.9 - $80.7 $164K - $233K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Aug 10, 2022
2,163
$77.79 - $98.42 $168K - $213K
LEA
Lear Corp

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
1,507
$120.14 - $143.2 $181K - $216K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2022 Filed on Aug 10, 2022
2,856
$64.88 - $77.18 $185K - $220K
ETN
Eaton Corp PLC

Industrials
Q2 2022 Filed on Aug 10, 2022
2,144
$125.52 - $151.81 $269K - $325K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2022 Filed on Aug 10, 2022
3,664
$28.78 - $53.32 $105K - $195K
SHAG
Wisdomtree Yield Enhanced U.S.
Q2 2022 Filed on Aug 10, 2022
82,988
N/A
FIW
First Trust Water ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
2,212
$67.71 - $85.64 $150K - $189K
VUG
Vanguard Growth ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
677
$214.97 - $293.87 $146K - $199K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Aug 10, 2022
21,136
$75.68 - $77.74 $1.6M - $1.64M
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 10, 2022
2,597
$73.1 - $82.57 $190K - $214K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
2,926
$179.32 - $271.7 $525K - $795K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
689
$257.41 - $401.12 $177K - $276K
MU
Micron Technology Inc

Technology
Q3 2021 Filed on Nov 12, 2021
2,700
$70.23 - $82.0 $190K - $221K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
2,711
$103.98 - $130.45 $282K - $354K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q3 2021 Filed on Nov 12, 2021
2,322
$133.17 - $142.02 $309K - $330K
NVRO
Nevro Corp

Healthcare
Q1 2021 Filed on May 10, 2021
1,196
$132.81 - $182.18 $159K - $218K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q1 2021 Filed on May 10, 2021
1,583
$64.65 - $80.34 $102K - $127K
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