M. Kulyk & Associates, LLC Closed Holding Positions

M. Kulyk & Associates, LLC

  • $491 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SO
Southern CO

Utilities
Q2 2022 Filed on Aug 05, 2022
2,882
$65.39 - $76.51 $188K - $221K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Aug 05, 2022
2,250
$77.79 - $98.42 $175K - $221K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Aug 05, 2022
5,389
$75.68 - $77.74 $408K - $419K
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
1,116
$229.0 - $255.85 $256K - $286K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2022 Filed on Aug 05, 2022
1,602
$114.07 - $132.3 $183K - $212K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2022 Filed on Aug 05, 2022
1,534
$112.61 - $135.91 $173K - $208K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 11, 2022
416
$331.01 - $597.37 $138K - $249K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 11, 2022
4,708
$51.44 - $54.88 $242K - $258K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on May 11, 2022
2,942
$93.13 - $108.44 $274K - $319K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on May 11, 2022
460
$366.81 - $462.0 $169K - $213K
SYY
Sysco Corp

Consumer Defensive
Q1 2022 Filed on May 11, 2022
17,057
$75.31 - $88.37 $1.28M - $1.51M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2022 Filed on May 11, 2022
2,376
$72.8 - $84.71 $173K - $201K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q4 2021 Filed on Jan 20, 2022
1,947
$130.89 - $146.3 $255K - $285K
Ishares Gold Tr
Q2 2021 Filed on Jul 21, 2021
12,974
N/A
Dermtech Inc
Q2 2021 Filed on Jul 21, 2021
9,073
N/A
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2021 Filed on Jul 21, 2021
2,019
$109.81 - $121.27 $222K - $245K
VZ
Verizon Communications Inc

Communication Services
Q2 2021 Filed on Jul 21, 2021
4,015
$55.82 - $59.52 $224K - $239K
META
Meta Platforms, Inc.

Communication Services
Q2 2021 Filed on Jul 21, 2021
1,800
$296.52 - $355.64 $534K - $640K
FDX
Fedex Corp

Industrials
Q2 2021 Filed on Jul 21, 2021
894
$275.76 - $315.59 $247K - $282K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2021 Filed on Jul 21, 2021
8,248
$76.82 - $82.21 $634K - $678K
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