Laurel Wealth Planning LLC Closed Holding Positions

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
76
$142.5 - $168.39 $10.8K - $12.8K
MNA
Iq Merger Arbitrage ETF

ETFs
Q4 2021 Filed on Feb 01, 2022
18,414
$31.86 - $33.07 $587K - $609K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
7
$146.27 - $171.08 $1.02K - $1.2K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
200
$65.63 - $91.55 $13.1K - $18.3K
SDC
Smile Direct Club, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
500
$2.32 - $6.75 $1.16K - $3.38K
HUN
Huntsman Corp

Basic Materials
Q4 2021 Filed on Feb 01, 2022
1,500
$30.47 - $35.12 $45.7K - $52.7K
NMR
Nomura Holdings Inc

Financial Services
Q4 2021 Filed on Feb 01, 2022
180
$4.15 - $4.95 $747 - $891
RWT
Redwood Trust Inc

Real Estate
Q4 2021 Filed on Feb 01, 2022
500
$12.26 - $14.04 $6.13K - $7.02K
CTRE
Care Trust Reit, Inc.

Real Estate
Q4 2021 Filed on Feb 01, 2022
500
$19.83 - $22.85 $9.92K - $11.4K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 01, 2022
135
$46.99 - $59.46 $6.34K - $8.03K
FHN
First Horizon Corp

Financial Services
Q4 2021 Filed on Feb 01, 2022
30
$15.24 - $17.47 $457 - $524
GEVO
Gevo, Inc.

Basic Materials
Q4 2021 Filed on Feb 01, 2022
3
$4.28 - $7.68 $12.8 - $23
SMED
Sharps Compliance Corp

Industrials
Q4 2021 Filed on Feb 01, 2022
500
$6.76 - $8.47 $3.38K - $4.24K
INTC
Intel Corp

Technology
Q4 2021 Filed on Feb 01, 2022
2,000
$47.89 - $56.0 $95.8K - $112K
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q4 2021 Filed on Feb 01, 2022
274
$8.79 - $16.96 $2.41K - $4.65K
TROX
Tronox Holdings PLC

Basic Materials
Q4 2021 Filed on Feb 01, 2022
250
$21.55 - $26.24 $5.39K - $6.56K
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2021 Filed on Nov 12, 2021
379
$21.57 - $24.62 $8.18K - $9.33K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
250
$17.58 - $21.81 $4.4K - $5.45K
DGP
Db Bk Ag London Brh Db Gold Do

ETFs
Q3 2021 Filed on Nov 12, 2021
25
$35.04 - $39.82 $876 - $996
T
At&T Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
4
$20.36 - $22.08 $81.4 - $88.3
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q3 2021 Filed on Nov 12, 2021
5,452
$30.63 - $32.43 $167K - $177K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2021 Filed on Aug 09, 2021
1,100
$77.05 - $83.36 $84.8K - $91.7K
CARR
Carrier Global Corp

Industrials
Q2 2021 Filed on Aug 09, 2021
86
$42.02 - $48.71 $3.61K - $4.19K
IXUS
Ishares Tr

ETFs
Q2 2021 Filed on Aug 09, 2021
226
$71.2 - $75.53 $16.1K - $17.1K
Perspecta Inc
Q2 2021 Filed on Aug 09, 2021
2
N/A
OTIS
Otis Worldwide Corp

Industrials
Q2 2021 Filed on Aug 09, 2021
43
$69.23 - $82.08 $2.98K - $3.53K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q2 2021 Filed on Aug 09, 2021
688
$44.26 - $49.68 $30.5K - $34.2K
PETS
Petmed Express Inc

Healthcare
Q1 2021 Filed on May 06, 2021
300
$29.77 - $51.8 $8.93K - $15.5K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2021 Filed on May 06, 2021
19
$50.79 - $54.42 $965 - $1.03K
PFG
Principal Financial Group Inc

Financial Services
Q1 2021 Filed on May 06, 2021
183
$48.31 - $61.55 $8.84K - $11.3K
Marvell Technology Group LTD
Q1 2021 Filed on May 06, 2021
106
N/A
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 06, 2021
12
$13.59 - $18.54 $163 - $222
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2021 Filed on May 06, 2021
84
$44.89 - $48.81 $3.77K - $4.1K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on May 06, 2021
234
$34.27 - $40.01 $8.02K - $9.36K
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