Loveless Wealth Management LLC Closed Holding Positions

Loveless Wealth Management LLC

  • $153 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
PLD
Prologis, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
1,396
$108.43 - $173.01 $151K - $242K
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
1,040
$155.6 - $218.85 $162K - $228K
AIMC
Altra Industrial Motion Corp.

Industrials
Q2 2022 Filed on Jul 22, 2022
5,173
$32.57 - $41.97 $168K - $217K
GE
General Electric CO

Industrials
Q2 2022 Filed on Jul 22, 2022
2,258
$63.67 - $92.49 $144K - $209K
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2022 Filed on Jul 22, 2022
7,815
$19.63 - $26.62 $153K - $208K
ROKU
Roku, Inc

Communication Services
Q2 2022 Filed on Jul 22, 2022
2,227
$73.25 - $134.59 $163K - $300K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,721
$69.84 - $121.86 $190K - $332K
CS
Credit Suisse Group Ag

Financial Services
Q1 2022 Filed on May 11, 2022
54,900
$6.89 - $10.55 $378K - $579K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
8,100
$21.42 - $26.7 $174K - $216K
IP
International Paper CO

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
22,793
$40.98 - $49.5 $934K - $1.13M
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
5,953
$217.74 - $266.39 $1.3M - $1.59M
RTX
Raytheon Technologies Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
3,628
$79.05 - $91.86 $287K - $333K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
4,460
$145.48 - $162.37 $649K - $724K
HCSG
Healthcare Services Group Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
8,820
$16.48 - $25.44 $145K - $224K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
8,156
$16.74 - $20.66 $137K - $169K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Feb 14, 2022
2,255
$219.19 - $250.48 $494K - $565K
EQR
Equity Residential

Real Estate
Q3 2021 Filed on Nov 12, 2021
2,750
$78.02 - $85.98 $215K - $236K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
18,295
N/A
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q4 2020 Filed on Jan 27, 2021
10,950
$5.79 - $6.45 $63.4K - $70.6K
WELL
Welltower Inc.

Real Estate
Q4 2020 Filed on Jan 27, 2021
4,050
$52.26 - $67.84 $212K - $275K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 14, 2020
17,845
$13.41 - $16.83 $239K - $300K
OKE
Oneok Inc

Energy
Q3 2020 Filed on Oct 14, 2020
7,233
$24.48 - $32.18 $177K - $233K
ET
Energy Transfer LP

Energy
Q2 2020 Filed on Aug 10, 2020
11,000
$5.03 - $9.34 $55.3K - $103K
IDV
Ishares Tr

ETFs
Q1 2020 Filed on Apr 20, 2020
7,510
$19.58 - $34.05 $147K - $256K
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2020 Filed on Apr 20, 2020
5,149
$25.37 - $46.38 $131K - $239K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q1 2020 Filed on Apr 20, 2020
16,285
$11.23 - $15.04 $183K - $245K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2020 Filed on Apr 20, 2020
48,630
$8.55 - $11.14 $416K - $542K
HTLF
Heartland Financial Usa Inc

Financial Services
Q1 2020 Filed on Apr 20, 2020
5,850
$26.35 - $51.52 $154K - $301K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q1 2020 Filed on Apr 20, 2020
9,950
$12.06 - $27.93 $120K - $278K
Raytheon CO
Q1 2020 Filed on Apr 20, 2020
1,190
N/A
Track This Portfolio

Track Loveless Wealth Management LLC Portfolio

Follow Loveless Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loveless Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email