Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ITW
Illinois Tool Works Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
54
$137.27 - $182.87 $7.41K - $9.87K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
27
$23.66 - $29.19 $639 - $788
L Brands Inc
Q2 2020 Filed on Aug 14, 2020
59
N/A
MTB
M&T Bank Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
24
$89.12 - $127.4 $2.14K - $3.06K
MET
Metlife Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
120
$27.72 - $43.0 $3.33K - $5.16K
NI
Nisource Inc.

Utilities
Q2 2020 Filed on Aug 14, 2020
94
$22.33 - $26.85 $2.1K - $2.52K
NTRS
Northern Trust Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
52
$70.25 - $91.99 $3.65K - $4.78K
PPG
Ppg Industries Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
24
$79.89 - $113.95 $1.92K - $2.73K
SNA
Snap On Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
12
$95.52 - $156.06 $1.15K - $1.87K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
58
$93.87 - $130.77 $5.44K - $7.58K
TRV
Travelers Companies, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
71
$89.86 - $128.0 $6.38K - $9.09K
TFC
Truist Financial Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
102
$27.21 - $46.37 $2.78K - $4.73K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 14, 2020
118
N/A
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q2 2020 Filed on Aug 14, 2020
985
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
100
$0.78 - $1.49 $78 - $149
EPD
Enterprise Products Partners L.P.

Energy
Q2 2020 Filed on Aug 14, 2020
1,933
$13.79 - $22.31 $26.7K - $43.1K
TRP
Tc Energy Corp

Energy
Q2 2020 Filed on Aug 14, 2020
468
$40.81 - $48.6 $19.1K - $22.7K
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2020 Filed on Aug 14, 2020
62
$22.24 - $35.65 $1.38K - $2.21K
BAX
Baxter International Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
18
$78.66 - $94.14 $1.42K - $1.69K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
266
$88.18 - $106.46 $23.5K - $28.3K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
22
$63.8 - $77.82 $1.4K - $1.71K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
22
$65.55 - $74.36 $1.44K - $1.64K
IEFA
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
192
$47.43 - $60.75 $9.11K - $11.7K
IEMG
Ishares Inc

ETFs
Q2 2020 Filed on Aug 14, 2020
122
$38.83 - $49.26 $4.74K - $6.01K
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
3,650
N/A
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
3,099
N/A
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
5,628
N/A
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Aug 14, 2020
1,134
$85.62 - $110.58 $97.1K - $125K
LYFT
Lyft, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
745
$22.0 - $40.98 $16.4K - $30.5K
XLU
Utilities Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
101
$51.79 - $62.83 $5.23K - $6.35K
DOX
Amdocs LTD

Technology
Q2 2020 Filed on Aug 14, 2020
20
$53.38 - $65.93 $1.07K - $1.32K
AMGN
Amgen Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
43
$197.81 - $242.74 $8.51K - $10.4K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2020 Filed on Aug 14, 2020
745
$54.82 - $64.09 $40.8K - $47.7K
FSLR
First Solar, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
50
$33.44 - $54.44 $1.67K - $2.72K
DIS
Walt Disney CO

Communication Services
Q2 2020 Filed on Aug 14, 2020
992
$93.88 - $127.28 $93.1K - $126K
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,007
$22.53 - $33.32 $45.2K - $66.9K
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2020 Filed on Aug 14, 2020
78
$42.15 - $56.55 $3.29K - $4.41K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2020 Filed on Aug 14, 2020
32
$92.41 - $133.25 $2.96K - $4.26K
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
396
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q2 2020 Filed on Aug 14, 2020
107
$59.02 - $60.06 $6.32K - $6.43K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2020 Filed on Aug 14, 2020
1,116
$85.21 - $103.92 $95.1K - $116K
XLI
Industrial Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
1,030
$56.34 - $76.29 $58K - $78.6K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2020 Filed on Aug 14, 2020
60
$42.61 - $59.91 $2.56K - $3.59K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
1,086
$24.71 - $26.23 $26.8K - $28.5K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
6,492
$24.36 - $26.36 $158K - $171K
EOG
Eog Resources Inc

Energy
Q2 2020 Filed on Aug 14, 2020
83
$34.6 - $62.11 $2.87K - $5.16K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,400
$8.76 - $10.72 $12.3K - $15K
Allianzgi Equity & Conv Inco
Q2 2020 Filed on Aug 14, 2020
500
N/A
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,000
$8.92 - $13.06 $8.92K - $13.1K
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