Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,584
$9.77 - $11.57 $15.5K - $18.3K
CIM
Chimera Investment Corp

Real Estate
Q2 2020 Filed on Aug 14, 2020
1,540
$6.5 - $11.64 $10K - $17.9K
VRSN
Verisign Inc

Technology
Q2 2020 Filed on Aug 14, 2020
50
$175.46 - $219.03 $8.77K - $11K
SEDG
Solaredge Technologies, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
30
$74.48 - $153.6 $2.23K - $4.61K
ZBRA
Zebra Technologies Corp

Technology
Q2 2020 Filed on Aug 14, 2020
19
$174.24 - $277.55 $3.31K - $5.27K
PH
Parker Hannifin Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
33
$115.81 - $202.14 $3.82K - $6.67K
CWCO
Consolidated Water Co. Ltd.

Utilities
Q2 2020 Filed on Aug 14, 2020
80
$13.42 - $16.49 $1.07K - $1.32K
AIQ
Global X Funds Global X Artifi

ETFs
Q2 2020 Filed on Aug 14, 2020
143
$14.86 - $20.81 $2.12K - $2.98K
USA
Liberty All Star Equity Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
495
$4.39 - $6.03 $2.17K - $2.98K
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 14, 2020
113
$21.68 - $24.64 $2.45K - $2.78K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 14, 2020
59
$21.42 - $24.03 $1.26K - $1.42K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q2 2020 Filed on Aug 14, 2020
62
$20.34 - $23.57 $1.26K - $1.46K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
Q2 2020 Filed on Aug 14, 2020
59
$21.45 - $24.62 $1.27K - $1.45K
AGI
Alamos Gold Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
50
$5.36 - $9.38 $268 - $469
AMSWA
American Software Inc

Technology
Q2 2020 Filed on Aug 14, 2020
147
$13.45 - $21.05 $1.98K - $3.09K
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q2 2020 Filed on Aug 14, 2020
100
$0.39 - $1.49 $39 - $149
XPO
Xpo Logistics, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
100
$25.78 - $48.64 $2.58K - $4.86K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 14, 2020
579
N/A
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 14, 2020
594
$20.47 - $21.83 $12.2K - $13K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2020 Filed on Aug 14, 2020
240
$106.13 - $111.67 $25.5K - $26.8K
ETR
Entergy Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
200
$83.38 - $105.89 $16.7K - $21.2K
NEO
Neogenomics Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
100
$24.21 - $31.02 $2.42K - $3.1K
CRM
Salesforce, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
30
$134.06 - $191.65 $4.02K - $5.75K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
24
$63.3 - $96.52 $1.52K - $2.32K
URI
United Rentals, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
41
$91.07 - $161.36 $3.73K - $6.62K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
49
$131.22 - $185.93 $6.43K - $9.11K
SBAC
Sba Communications Corp

Real Estate
Q2 2020 Filed on Aug 14, 2020
63
$260.47 - $318.26 $16.4K - $20.1K
STOR
Store Capital Corp

Real Estate
Q2 2020 Filed on Aug 14, 2020
400
$14.58 - $26.58 $5.83K - $10.6K
Global X Fds
Q2 2020 Filed on Aug 14, 2020
101
N/A
IHE
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
18
$129.66 - $158.8 $2.33K - $2.86K
MRO
Marathon Oil Corp

Energy
Q2 2020 Filed on Aug 14, 2020
140
$3.12 - $8.43 $437 - $1.18K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2020 Filed on Aug 14, 2020
54
$50.55 - $75.5 $2.73K - $4.08K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
50
$32.52 - $63.15 $1.63K - $3.16K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
3
$37.09 - $56.27 $111 - $169
CVNA
Carvana Co.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
25
$45.91 - $127.61 $1.15K - $3.19K
SNSR
Global X Fds Internet Of Thing

ETFs
Q2 2020 Filed on Aug 14, 2020
145
$17.28 - $24.84 $2.51K - $3.6K
VKTX
Viking Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
1,088
$4.35 - $8.08 $4.73K - $8.79K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
85
$5.45 - $9.62 $463 - $818
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
23
$36.96 - $77.18 $850 - $1.78K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
24
$40.99 - $51.49 $984 - $1.24K
Quidel Corp
Q2 2020 Filed on Aug 14, 2020
11
N/A
SPG
Simon Property Group Inc

Real Estate
Q2 2020 Filed on Aug 14, 2020
19
$44.01 - $95.5 $836 - $1.81K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
20
$139.1 - $204.94 $2.78K - $4.1K
Zynga Inc
Q2 2020 Filed on Aug 14, 2020
74
N/A
EOLS
Evolus, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
300
$3.53 - $6.17 $1.06K - $1.85K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
100
$19.92 - $48.69 $1.99K - $4.87K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q2 2020 Filed on Aug 14, 2020
26
$29.9 - $33.05 $777 - $859
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2020 Filed on Aug 14, 2020
16
$51.53 - $53.82 $824 - $861
IXN
Ishares Global Information Tec

ETFs
Q2 2020 Filed on Aug 14, 2020
15
$28.79 - $39.26 $432 - $589
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