Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Equinox Fds Tr
Q2 2020 Filed on Aug 14, 2020
424
N/A
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
114
$44.59 - $103.84 $5.08K - $11.8K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
27
$493.32 - $643.92 $13.3K - $17.4K
SAND
Sandstorm Gold LTD

Basic Materials
Q2 2020 Filed on Aug 14, 2020
1,631
$5.26 - $9.62 $8.58K - $15.7K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
191
$80.3 - $136.16 $15.3K - $26K
TTD
Trade Desk, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
80
$16.04 - $41.0 $1.28K - $3.28K
WMB
Williams Companies, Inc.

Energy
Q2 2020 Filed on Aug 14, 2020
57
$13.33 - $21.58 $760 - $1.23K
WM
Waste Management Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
488
$88.43 - $113.53 $43.2K - $55.4K
VTR
Ventas, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
41
$22.52 - $45.69 $923 - $1.87K
DVY
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
956
$69.37 - $91.69 $66.3K - $87.7K
IYR
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
344
$64.24 - $86.82 $22.1K - $29.9K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2020 Filed on Aug 14, 2020
810
N/A
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
16
$45.03 - $76.39 $720 - $1.22K
MDT
Medtronic PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
55
$84.11 - $103.33 $4.63K - $5.68K
NSC
Norfolk Southern Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
106
$140.01 - $194.25 $14.8K - $20.6K
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Aug 14, 2020
101
$10.74 - $24.4 $1.08K - $2.46K
PPL
Ppl Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
891
$21.77 - $30.65 $19.4K - $27.3K
PRU
Prudential Financial Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
14
$46.09 - $74.73 $645 - $1.05K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
355
$23.68 - $33.97 $8.41K - $12.1K
UPS
United Parcel Service Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
49
$90.0 - $111.18 $4.41K - $5.45K
VLO
Valero Energy Corp

Energy
Q2 2020 Filed on Aug 14, 2020
43
$40.34 - $75.62 $1.73K - $3.25K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
397
$24.03 - $37.21 $9.54K - $14.8K
Xilinx Inc
Q2 2020 Filed on Aug 14, 2020
130
N/A
MDU
Mdu Resources Group Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
2,725
$19.24 - $24.84 $52.4K - $67.7K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2020 Filed on Aug 14, 2020
90
$105.17 - $111.65 $9.47K - $10K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2020 Filed on Aug 14, 2020
82
$75.66 - $107.24 $6.2K - $8.79K
XEL
Xcel Energy Inc

Utilities
Q2 2020 Filed on Aug 14, 2020
1,898
$57.86 - $67.15 $110K - $127K
C
Citigroup Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
524
$37.49 - $61.24 $19.6K - $32.1K
XLE
Energy Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
1,253
$27.62 - $46.86 $34.6K - $58.7K
FAST
Fastenal CO

Industrials
Q2 2020 Filed on Aug 14, 2020
572
$30.48 - $42.88 $17.4K - $24.5K
VDE
Vanguard Energy ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
16
$36.44 - $63.07 $583 - $1.01K
LIT
Global X Fds Global X Lithium

ETFs
Q2 2020 Filed on Aug 14, 2020
112
$20.32 - $32.74 $2.28K - $3.67K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2020 Filed on Aug 14, 2020
1,368
$41.21 - $51.19 $56.4K - $70K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2020 Filed on Aug 14, 2020
1,749
$19.2 - $25.77 $33.6K - $45.1K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2020 Filed on Aug 14, 2020
1,660
$51.72 - $71.01 $85.9K - $118K
HYG
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
459
$73.55 - $84.56 $33.8K - $38.8K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
1,074
$109.93 - $115.44 $118K - $124K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2020 Filed on Aug 14, 2020
1,500
$33.74 - $36.53 $50.6K - $54.8K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2020 Filed on Aug 14, 2020
75
$90.54 - $104.76 $6.79K - $7.86K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
35
$74.44 - $109.12 $2.61K - $3.82K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
613
$14.77 - $20.35 $9.05K - $12.5K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2020 Filed on Aug 14, 2020
333
$74.55 - $100.43 $24.8K - $33.4K
TGT
Target Corp

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
13
$92.57 - $125.2 $1.2K - $1.63K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
234
$103.79 - $138.65 $24.3K - $32.4K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2020 Filed on Aug 14, 2020
60
$73.26 - $114.17 $4.4K - $6.85K
DOCU
Docusign, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
50
$79.0 - $177.58 $3.95K - $8.88K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
43
$20.29 - $29.82 $872 - $1.28K
IYH
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
355
$180.66 - $222.47 $64.1K - $79K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
268
$39.5 - $52.48 $10.6K - $14.1K
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