Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EXR
Extra Space Storage Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
17
$84.61 - $99.82 $1.44K - $1.7K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2018 Filed on Feb 07, 2019
206
N/A
Cypress Semiconductor Corp Com
Q4 2018 Filed on Feb 07, 2019
4,572
N/A
WMB
Williams Companies, Inc.

Energy
Q4 2018 Filed on Feb 07, 2019
3,535
$20.58 - $27.98 $72.8K - $98.9K
LAMR
Lamar Advertising CO

Real Estate
Q4 2018 Filed on Feb 07, 2019
727
$65.06 - $80.47 $47.3K - $58.5K
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
935
$78.02 - $105.69 $72.9K - $98.8K
DFS
Discover Financial Services

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,000
$55.09 - $78.01 $55.1K - $78K
MSEX
Middlesex Water CO

Utilities
Q4 2018 Filed on Feb 07, 2019
1,125
$43.62 - $58.56 $49.1K - $65.9K
CNI
Canadian National Railway CO

Industrials
Q4 2018 Filed on Feb 07, 2019
600
$70.93 - $91.4 $42.6K - $54.8K
AGR
Avangrid, Inc.

Utilities
Q4 2018 Filed on Feb 07, 2019
1,142
$46.16 - $53.08 $52.7K - $60.6K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2018 Filed on Feb 07, 2019
1,132
$68.9 - $84.85 $78K - $96.1K
HELE
Helen Of Troy LTD

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
395
$117.83 - $144.99 $46.5K - $57.3K
BSX
Boston Scientific Corp

Healthcare
Q4 2018 Filed on Feb 07, 2019
2,280
$31.73 - $39.04 $72.3K - $89K
XEL
Xcel Energy Inc

Utilities
Q4 2018 Filed on Feb 07, 2019
1,055
$47.12 - $53.68 $49.7K - $56.6K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q4 2018 Filed on Feb 07, 2019
527
N/A
MU
Micron Technology Inc

Technology
Q4 2018 Filed on Feb 07, 2019
1,100
$29.02 - $45.76 $31.9K - $50.3K
BP
Bp PLC

Energy
Q4 2018 Filed on Feb 07, 2019
1,092
$36.65 - $46.99 $40K - $51.3K
Y
Alleghany Corp

Financial Services
Q4 2018 Filed on Feb 07, 2019
132
$580.75 - $643.97 $76.7K - $85K
TXT
Textron Inc

Industrials
Q4 2018 Filed on Feb 07, 2019
1,000
$44.16 - $71.82 $44.2K - $71.8K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 07, 2019
309
$124.17 - $163.24 $38.4K - $50.4K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 07, 2019
456
N/A
RPM
Rpm International Inc

Basic Materials
Q4 2018 Filed on Feb 07, 2019
842
$55.74 - $65.95 $46.9K - $55.5K
NI
Nisource Inc.

Utilities
Q4 2018 Filed on Feb 07, 2019
2,380
$24.31 - $27.62 $57.9K - $65.7K
Energy Transfer Partners LP
Q4 2018 Filed on Feb 07, 2019
2,643
N/A
HHC
Howard Hughes Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
481
$89.85 - $124.02 $43.2K - $59.7K
ETR
Entergy Corp

Utilities
Q4 2018 Filed on Feb 07, 2019
730
$80.33 - $90.46 $58.6K - $66K
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 07, 2019
1,930
N/A
CNDT
Conduent Inc

Technology
Q4 2018 Filed on Feb 07, 2019
4,740
$9.83 - $22.04 $46.6K - $104K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2018 Filed on Feb 07, 2019
1,520
$36.68 - $41.1 $55.8K - $62.5K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2018 Filed on Feb 07, 2019
2,125
N/A
HAL
Halliburton CO

Energy
Q4 2018 Filed on Feb 07, 2019
2,233
$25.14 - $42.14 $56.1K - $94.1K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2018 Filed on Feb 07, 2019
1,280
N/A
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2018 Filed on Feb 07, 2019
1,600
$32.37 - $34.17 $51.8K - $54.7K
FTS
Fortis Inc.

Utilities
Q4 2018 Filed on Feb 07, 2019
1,693
$31.55 - $35.58 $53.4K - $60.2K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
710
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2018 Filed on Feb 07, 2019
2,612
$18.59 - $21.69 $48.6K - $56.7K
SHW
Sherwin Williams CO

Basic Materials
Q4 2018 Filed on Feb 07, 2019
125
$121.75 - $152.33 $15.2K - $19K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
258
$43.7 - $54.95 $11.3K - $14.2K
RGLD
Royal Gold Inc

Basic Materials
Q4 2018 Filed on Feb 07, 2019
894
$71.33 - $85.65 $63.8K - $76.6K
SCHW
Schwab Charles Corp

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,896
$38.25 - $52.17 $72.5K - $98.9K
ALL
Allstate Corp

Financial Services
Q4 2018 Filed on Feb 07, 2019
800
$77.27 - $100.46 $61.8K - $80.4K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
2,544
$18.12 - $22.31 $46.1K - $56.8K
Monmouth Real Inv Corp Cl A
Q4 2018 Filed on Feb 07, 2019
2,940
N/A
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q4 2018 Filed on Feb 07, 2019
1,200
N/A
HIW
Highwoods Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
885
$37.3 - $46.96 $33K - $41.6K
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2018 Filed on Feb 07, 2019
73
$144.96 - $191.58 $10.6K - $14K
STAG
Stag Industrial, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,520
$23.27 - $27.11 $35.4K - $41.2K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q4 2018 Filed on Feb 07, 2019
4,000
$9.0 - $10.61 $36K - $42.4K
ALLY
Ally Financial Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,590
$20.74 - $27.04 $33K - $43K
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