Laidlaw Wealth Management LLC Closed Holding Positions

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
8,100
$21.86 - $25.95 $177K - $210K
CGO
Calamos Global Total Return Fund

Financial Services
Q1 2021 Filed on May 17, 2021
20,425
$14.57 - $16.26 $298K - $332K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q1 2021 Filed on May 17, 2021
18,652
$27.69 - $33.76 $516K - $630K
SA
Seabridge Gold Inc

Basic Materials
Q1 2021 Filed on May 17, 2021
15,000
$15.51 - $22.72 $233K - $341K
PAAS
Pan American Silver Corp

Basic Materials
Q1 2021 Filed on May 17, 2021
9,000
$28.12 - $38.3 $253K - $345K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2021 Filed on May 17, 2021
5,170
$35.64 - $45.4 $184K - $235K
LUV
Southwest Airlines CO

Industrials
Q1 2021 Filed on May 17, 2021
5,100
$43.94 - $62.1 $224K - $317K
Kirkland Lake Gold LTD
Q1 2021 Filed on May 17, 2021
7,600
N/A
FOUR
Shift4 Payments, Inc.

Technology
Q1 2021 Filed on May 17, 2021
4,100
$64.2 - $97.85 $263K - $401K
PAVM
Pa Vmed Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
15,000
$2.01 - $5.55 $30.1K - $83.3K
ILMN
Illumina, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
805
$361.28 - $504.76 $291K - $406K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
5,600
$31.98 - $65.51 $179K - $367K
CCL
Carnival Corp

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
20,218
$18.67 - $29.79 $377K - $602K
TPGY
Tpg Pace Beneficial Finance Corp.

Financial Services
Q1 2021 Filed on May 17, 2021
9,800
$16.12 - $31.57 $158K - $309K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2021 Filed on May 17, 2021
9,510
$18.67 - $24.77 $178K - $236K
Hertz Global Hldgs Inc
Q1 2021 Filed on May 17, 2021
12,078
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 17, 2021
30,919
N/A
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2021 Filed on May 17, 2021
3,467
$92.51 - $111.7 $321K - $387K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2021 Filed on May 17, 2021
1,146
$195.08 - $215.19 $224K - $247K
WCC
Wesco International Inc

Industrials
Q1 2021 Filed on May 17, 2021
3,250
$75.98 - $93.23 $247K - $303K
CVE
Cenovus Energy Inc.

Energy
Q1 2021 Filed on May 17, 2021
10,000
$5.75 - $8.48 $57.5K - $84.8K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2021 Filed on May 17, 2021
37,367
$56.41 - $58.25 $2.11M - $2.18M
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q1 2021 Filed on May 17, 2021
91,252
$9.27 - $10.31 $846K - $941K
FSLY
Fastly, Inc.

Technology
Q1 2021 Filed on May 17, 2021
3,085
$62.05 - $117.86 $191K - $364K
PARA
Paramount Global

Communication Services
Q1 2021 Filed on May 17, 2021
6,200
$36.6 - $100.34 $227K - $622K
Michaels Cos Inc
Q4 2020 Filed on Feb 16, 2021
19,000
N/A
Tortoise Acquisition Corp
Q4 2020 Filed on Feb 16, 2021
5,750
N/A
Flying Eagle Acquisition Cor
Q4 2020 Filed on Feb 16, 2021
23,475
N/A
EOLS
Evolus, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
22,875
$2.92 - $4.84 $66.8K - $111K
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Nov 16, 2020
63,651
N/A
Chiasma Inc
Q3 2020 Filed on Nov 16, 2020
10,000
N/A
Actinium Pharmaceuticals Inc
Q3 2020 Filed on Nov 16, 2020
28,000
N/A
Trillium Therapeutics Inc
Q3 2020 Filed on Nov 16, 2020
10,500
N/A
GAN
Gan LTD

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
9,000
$15.11 - $27.58 $136K - $248K
IMMP
Immutep LTD

Healthcare
Q3 2020 Filed on Nov 16, 2020
13,800
$1.05 - $1.89 $14.5K - $26.1K
ICAD
Icad Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
13,000
$8.56 - $11.6 $111K - $151K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
16,000
$13.6 - $22.55 $218K - $361K
TROX
Tronox Holdings PLC

Basic Materials
Q3 2020 Filed on Nov 16, 2020
14,500
$6.76 - $9.71 $98K - $141K
VSTM
Verastem, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
47,800
$1.11 - $1.68 $53.1K - $80.3K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 13, 2020
14,385
N/A
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
10,195
$6.67 - $13.58 $68K - $138K
Alps ETF Tr
Q2 2020 Filed on Aug 13, 2020
12,445
N/A
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
6,765
N/A
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
Q1 2020 Filed on May 15, 2020
30,000
$29.38 - $31.83 $881K - $955K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q1 2020 Filed on May 15, 2020
3,960
$93.45 - $102.33 $370K - $405K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on May 15, 2020
2,566
$78.83 - $94.82 $202K - $243K
Blackrock Munihlds Invstm Ql
Q1 2020 Filed on May 15, 2020
10,750
N/A
Raytheon CO
Q1 2020 Filed on May 15, 2020
949
N/A
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on May 15, 2020
19,628
$21.55 - $27.52 $423K - $540K
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