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
Bottomline Tech Del Inc
Q3 2019 Filed on Oct 11, 2019
7,440
N/A
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
10,385
$38.29 - $45.69 $398K - $474K
GNTX
Gentex Corp

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
18,110
$23.51 - $28.06 $426K - $508K
SLB
Schlumberger Limited

Energy
Q3 2019 Filed on Oct 11, 2019
8,832
$31.25 - $40.97 $276K - $362K
ELY
Callaway Golf CO

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
14,356
$16.67 - $19.91 $239K - $286K
CMP
Compass Minerals International Inc

Basic Materials
Q3 2019 Filed on Oct 11, 2019
7,730
$48.39 - $58.05 $374K - $449K
SP
Sp Plus Corp

Industrials
Q3 2019 Filed on Oct 11, 2019
11,260
$32.37 - $37.71 $364K - $425K
PPG
Ppg Industries Inc

Basic Materials
Q3 2019 Filed on Oct 11, 2019
2,922
$106.54 - $120.69 $311K - $353K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2019 Filed on Oct 11, 2019
7,043
$37.62 - $38.84 $265K - $274K
GNRC
Generac Holdings Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
5,590
$68.69 - $83.23 $384K - $465K
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2019 Filed on Oct 11, 2019
10,025
$32.88 - $35.03 $330K - $351K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2019 Filed on Oct 11, 2019
3,587
$106.83 - $112.14 $383K - $402K
KN
Knowles Corp

Technology
Q3 2019 Filed on Oct 11, 2019
22,035
$17.34 - $21.29 $382K - $469K
COF
Capital One Financial Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
5,340
$83.11 - $98.08 $444K - $524K
EXLS
Exl Service Holdings, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
6,087
$63.16 - $69.1 $384K - $421K
BBY
Best Buy CO Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
3,735
$63.21 - $77.86 $236K - $291K
Harris Corp Del
Q3 2019 Filed on Oct 11, 2019
2,353
N/A
Civeo Corp Cda
Q3 2019 Filed on Oct 11, 2019
13,779
N/A
Cheniere Energy Inc
Q3 2019 Filed on Oct 11, 2019
37,000
N/A
Inovalon Hldgs Inc
Q3 2019 Filed on Oct 11, 2019
16,650
N/A
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
6,984
$27.28 - $30.61 $191K - $214K
Logmein Inc
Q3 2019 Filed on Oct 11, 2019
4,616
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2019 Filed on Oct 11, 2019
3,594
$53.71 - $58.5 $193K - $210K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q3 2019 Filed on Oct 11, 2019
3,913
$80.39 - $80.84 $315K - $316K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,768
$102.2 - $121.3 $181K - $214K
Raytheon CO
Q3 2019 Filed on Oct 11, 2019
1,573
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2019 Filed on Oct 11, 2019
6,750
$30.69 - $30.85 $207K - $208K
ZTS
Zoetis Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,895
$112.57 - $128.43 $213K - $243K
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,805
$138.86 - $144.54 $251K - $261K
MTB
M&T Bank Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,190
$142.99 - $174.24 $170K - $207K
SYK
Stryker Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,175
$205.4 - $221.82 $241K - $261K
Hd Supply Hldgs Inc
Q3 2019 Filed on Oct 11, 2019
5,144
N/A
CDW
Cdw Corp

Technology
Q3 2019 Filed on Oct 11, 2019
2,100
$107.53 - $123.4 $226K - $259K
MG
Mistras Group, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
23,925
$14.35 - $16.63 $343K - $398K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
27,888
$7.6 - $8.28 $212K - $231K
ADBE
Adobe Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
973
$272.47 - $311.27 $265K - $303K
FOXA
Fox Corp

Communication Services
Q3 2019 Filed on Oct 11, 2019
6,696
$31.44 - $37.82 $211K - $253K
JCI
Johnson Controls International PLC

Industrials
Q3 2019 Filed on Oct 11, 2019
7,817
$40.91 - $44.3 $320K - $346K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
10,000
$11.45 - $12.16 $115K - $122K
Owens Ill Inc
Q3 2019 Filed on Oct 11, 2019
18,900
N/A
Mobile Mini Inc
Q3 2019 Filed on Oct 11, 2019
9,855
N/A
WM
Waste Management Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
2,405
$111.9 - $120.65 $269K - $290K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
750
$352.57 - $408.67 $264K - $307K
Rite Aid Corp
Q2 2019 Filed on Jul 26, 2019
103,000
N/A
Northeast Bancorp
Q2 2019 Filed on Jul 26, 2019
16,229
N/A
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2019 Filed on Jul 26, 2019
3,914
$69.0 - $78.29 $270K - $306K
SNPS
Synopsys Inc

Technology
Q2 2019 Filed on Jul 26, 2019
2,835
$113.41 - $130.01 $322K - $369K
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Jul 26, 2019
4,744
$73.44 - $82.41 $348K - $391K
AWI
Armstrong World Industries Inc

Industrials
Q2 2019 Filed on Jul 26, 2019
2,668
$81.13 - $98.15 $216K - $262K
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