Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WLK
Westlake Corp

Basic Materials
Q4 2018 Filed on Feb 07, 2019
329
$60.82 - $83.63 $20K - $27.5K
KIM
Kimco Realty Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,567
$14.31 - $17.07 $22.4K - $26.7K
Apache Corp Com
Q4 2018 Filed on Feb 07, 2019
915
N/A
BDN
Brandywine Realty Trust

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,550
$12.36 - $15.47 $19.2K - $24K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
1,200
N/A
Select Income Reit
Q4 2018 Filed on Feb 07, 2019
1,151
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2018 Filed on Feb 07, 2019
360
N/A
K
Kellogg CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
361
$55.82 - $71.86 $20.2K - $25.9K
IXN
Ishares Global Information Tec

ETFs
Q4 2018 Filed on Feb 07, 2019
142
$22.46 - $29.39 $3.19K - $4.17K
ECL
Ecolab Inc.

Basic Materials
Q4 2018 Filed on Feb 07, 2019
212
$137.9 - $160.49 $29.2K - $34K
Cantell Medical Corporation Com
Q4 2018 Filed on Feb 07, 2019
276
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 07, 2019
189
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2018 Filed on Feb 07, 2019
500
$47.04 - $54.74 $23.5K - $27.4K
CLX
Clorox CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
331
$142.18 - $166.36 $47.1K - $55.1K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2018 Filed on Feb 07, 2019
122
$176.18 - $248.92 $21.5K - $30.4K
WFC
Wells Fargo & Company

Financial Services
Q4 2018 Filed on Feb 07, 2019
867
$43.6 - $54.46 $37.8K - $47.2K
MGC
Vanguard Mega Cap ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
303
N/A
SON
Sonoco Products CO

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
910
$50.39 - $58.05 $45.9K - $52.8K
ETN
Eaton Corp PLC

Industrials
Q4 2018 Filed on Feb 07, 2019
348
$64.86 - $87.85 $22.6K - $30.6K
Aqua America Inc
Q4 2018 Filed on Feb 07, 2019
836
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Feb 07, 2019
432
N/A
Crane CO
Q4 2018 Filed on Feb 07, 2019
297
N/A
DE
Deere & CO

Industrials
Q4 2018 Filed on Feb 07, 2019
237
$130.56 - $162.21 $30.9K - $38.4K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q4 2018 Filed on Feb 07, 2019
1,050
$25.97 - $28.86 $27.3K - $30.3K
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q4 2018 Filed on Feb 07, 2019
425
$36.85 - $63.03 $15.7K - $26.8K
JBLU
Jetblue Airways Corp

Industrials
Q4 2018 Filed on Feb 07, 2019
2,569
$15.19 - $19.52 $39K - $50.1K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
326
$48.96 - $83.03 $16K - $27.1K
PII
Polaris Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
276
$72.34 - $101.62 $20K - $28K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
1,000
$21.01 - $28.52 $21K - $28.5K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q4 2018 Filed on Feb 07, 2019
350
N/A
CPT
Camden Property Trust

Real Estate
Q4 2018 Filed on Feb 07, 2019
300
$84.9 - $95.16 $25.5K - $28.5K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
648
$24.44 - $29.93 $15.8K - $19.4K
VFC
V F Corp

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
3,110
$76.49 - $90.67 $238K - $282K
United States Oil Fund LP Exchange Traded Fund
Q2 2018 Filed on Aug 14, 2018
35,000
N/A
Northstar Healthcare Income Inc Nsa
Q2 2018 Filed on Aug 14, 2018
31,444
N/A
Powershares Buyback Ach
Q2 2018 Filed on Aug 14, 2018
7,270
N/A
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