Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DNP
Dnp Select Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
800
$9.01 - $11.74 $7.21K - $9.39K
ET
Energy Transfer LP

Energy
Q2 2020 Filed on Aug 14, 2020
2,385
$5.03 - $9.34 $12K - $22.3K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
350
$14.51 - $17.51 $5.08K - $6.13K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
250
$13.57 - $20.55 $3.39K - $5.14K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
800
$10.17 - $15.51 $8.14K - $12.4K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,000
$6.61 - $8.96 $6.61K - $8.96K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,500
$5.59 - $6.99 $14K - $17.5K
FISV
Fiserv Inc

Technology
Q2 2020 Filed on Aug 14, 2020
428
$86.19 - $109.55 $36.9K - $46.9K
EMR
Emerson Electric CO

Industrials
Q2 2020 Filed on Aug 14, 2020
531
$45.7 - $69.33 $24.3K - $36.8K
COP
Conocophillips

Energy
Q2 2020 Filed on Aug 14, 2020
643
$29.62 - $50.31 $19K - $32.3K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2020 Filed on Aug 14, 2020
376
$24.72 - $33.52 $9.29K - $12.6K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q2 2020 Filed on Aug 14, 2020
233
$18.37 - $20.96 $4.28K - $4.88K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
42
$145.61 - $213.67 $6.12K - $8.97K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
1,267
$125.66 - $143.96 $159K - $182K
LMT
Lockheed Martin Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
87
$338.52 - $414.3 $29.5K - $36K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
14
$48.65 - $85.54 $681 - $1.2K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
7
$69.31 - $89.71 $485 - $628
MORN
Morningstar, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
10
$110.6 - $155.96 $1.11K - $1.56K
RNR
Renaissancere Holdings LTD

Financial Services
Q2 2020 Filed on Aug 14, 2020
12
$140.92 - $195.48 $1.69K - $2.35K
HSY
Hershey CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
7
$125.85 - $146.46 $881 - $1.03K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
4
$156.74 - $254.57 $627 - $1.02K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
495
$81.16 - $120.46 $40.2K - $59.6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
213
$187.11 - $228.75 $39.9K - $48.7K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2020 Filed on Aug 14, 2020
208
$26.53 - $26.95 $5.52K - $5.61K
ORCL
Oracle Corp

Technology
Q2 2020 Filed on Aug 14, 2020
813
$48.71 - $55.27 $39.6K - $44.9K
WELL
Welltower Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
1,269
$37.26 - $61.65 $47.3K - $78.2K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q2 2020 Filed on Aug 14, 2020
7,739
$22.64 - $29.49 $175K - $228K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2020 Filed on Aug 14, 2020
90
$60.12 - $84.27 $5.41K - $7.58K
BA
Boeing CO

Industrials
Q2 2020 Filed on Aug 14, 2020
176
$120.0 - $230.5 $21.1K - $40.6K
General Electric CO
Q2 2020 Filed on Aug 14, 2020
1,221
N/A
BMO
Bank Of Montreal

Financial Services
Q2 2020 Filed on Aug 14, 2020
551
$44.31 - $58.3 $24.4K - $32.1K
LRGF
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
3,010
$25.17 - $32.92 $75.8K - $99.1K
SYF
Synchrony Financial

Financial Services
Q2 2020 Filed on Aug 14, 2020
259
$13.25 - $26.87 $3.43K - $6.96K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2020 Filed on Aug 14, 2020
1,090
$39.86 - $56.97 $43.4K - $62.1K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
66
$34.8 - $106.23 $2.3K - $7.01K
SQ
Block, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
151
$43.72 - $104.94 $6.6K - $15.8K
BCE
Bce Inc

Communication Services
Q2 2020 Filed on Aug 14, 2020
421
$38.77 - $44.75 $16.3K - $18.8K
BP
Bp PLC

Energy
Q2 2020 Filed on Aug 14, 2020
319
$21.64 - $28.38 $6.9K - $9.05K
SHOP
Shopify Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
128
$34.63 - $94.92 $4.43K - $12.1K
VPU
Vanguard Utilities ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
171
$113.96 - $138.05 $19.5K - $23.6K
FTCS
First Trust Capital Strength E

ETFs
Q2 2020 Filed on Aug 14, 2020
67
$47.78 - $59.86 $3.2K - $4.01K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q2 2020 Filed on Aug 14, 2020
1,219
$58.89 - $86.67 $71.8K - $106K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q2 2020 Filed on Aug 14, 2020
1,257
$58.23 - $80.52 $73.2K - $101K
MBB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
1,832
$109.82 - $111.24 $201K - $204K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2020 Filed on Aug 14, 2020
12,483
$22.98 - $32.18 $287K - $402K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
340
$124.34 - $175.42 $42.3K - $59.6K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q2 2020 Filed on Aug 14, 2020
272
$55.35 - $72.85 $15.1K - $19.8K
FDM
First Trust Dow Jones Select M

ETFs
Q2 2020 Filed on Aug 14, 2020
253
$28.31 - $43.56 $7.16K - $11K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2020 Filed on Aug 14, 2020
18
$117.99 - $172.68 $2.12K - $3.11K
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