Midwest Professional Planners, Ltd. Closed Holding Positions

Midwest Professional Planners, Ltd.

  • $283 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Aug 09, 2022
7,035
$87.4 - $113.09 $615K - $796K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Aug 09, 2022
4,250
$40.38 - $48.66 $172K - $207K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
1,455
$93.61 - $194.94 $136K - $284K
ICF
Ishares Tr

ETFs
Q1 2022 Filed on May 11, 2022
36,692
$64.57 - $75.32 $2.37M - $2.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on May 11, 2022
12,806
$128.66 - $144.3 $1.65M - $1.85M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
3,882
$44.77 - $54.33 $174K - $211K
Xilinx Inc
Q1 2022 Filed on May 11, 2022
4,744
N/A
Goldman Sachs Bdc Inc
Q1 2022 Filed on May 11, 2022
75,000
N/A
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Feb 10, 2022
5,383
$44.53 - $46.0 $240K - $248K
EVRG
Evergy, Inc.

Utilities
Q3 2021 Filed on Nov 08, 2021
5,577
$61.39 - $69.26 $342K - $386K
Public Storage
Q2 2021 Filed on Aug 10, 2021
2,362
N/A
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 10, 2021
73,266
$109.25 - $112.9 $8M - $8.27M
NYF
Ishares New York Muni Bond ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
8,461
$57.63 - $58.63 $488K - $496K
Costco Wholesale Corp
Q2 2021 Filed on Aug 10, 2021
2,224
N/A
Lockheed Martin Corp
Q2 2021 Filed on Aug 10, 2021
3,224
N/A
PLM
Polymet Mining Corp

Basic Materials
Q2 2021 Filed on Aug 10, 2021
13,180
$2.73 - $3.9 $36K - $51.4K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2021 Filed on May 17, 2021
4,109
$63.86 - $67.38 $262K - $277K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on May 17, 2021
8,615
$124.29 - $128.12 $1.07M - $1.1M
Fs Kkr Cap Corp Ii
Q1 2021 Filed on May 17, 2021
19,535
N/A
I Shares Nasdaq Biotechnology ETF
Q3 2020 Filed on Nov 06, 2020
8,583
N/A
Poly Met Mining Corp
Q3 2020 Filed on Nov 06, 2020
13,180
N/A
DRD
Drdgold LTD

Basic Materials
Q4 2019 Filed on Feb 11, 2020
14,451
$3.97 - $5.31 $57.4K - $76.7K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
3,026
$62.51 - $69.0 $189K - $209K
BIIB
Biogen Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
1,323
$217.44 - $243.88 $288K - $323K
GIS
General Mills Inc

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
7,383
$51.91 - $55.59 $383K - $410K
BMO
Bank Of Montreal

Financial Services
Q3 2019 Filed on Nov 14, 2019
2,746
$66.9 - $77.18 $184K - $212K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2019 Filed on Nov 14, 2019
10,021
$8.71 - $11.94 $87.3K - $120K
IRBT
Irobot Corp

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
2,963
$86.84 - $130.57 $257K - $387K
CME
Cme Group Inc.

Financial Services
Q2 2019 Filed on Aug 12, 2019
1,413
$166.55 - $203.18 $235K - $287K
USB
Us Bancorp \De\

Financial Services
Q2 2019 Filed on Aug 12, 2019
6,996
$49.07 - $53.48 $343K - $374K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2019 Filed on May 08, 2019
5,005
$82.47 - $96.84 $413K - $485K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2019 Filed on May 08, 2019
1,642
$226.72 - $260.89 $372K - $428K
PFE
Pfizer Inc

Healthcare
Q1 2019 Filed on May 08, 2019
15,774
$37.5 - $41.2 $592K - $650K
VALE
Vale S.A.

Basic Materials
Q1 2019 Filed on May 08, 2019
33,611
$11.17 - $14.86 $375K - $499K
UHS
Universal Health Services Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
3,581
$113.42 - $137.99 $406K - $494K
HP
Helmerich & Payne, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
3,688
$44.95 - $72.94 $166K - $269K
Aetna Inc
Q4 2018 Filed on Feb 14, 2019
4,859
N/A
PGR
Progressive Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
20
$58.42 - $71.2 $1.17K - $1.42K
QCOM
Qualcomm Inc

Technology
Q3 2018 Filed on Nov 13, 2018
907
$55.33 - $75.09 $50.2K - $68.1K
PRA
Proassurance Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
219
$35.5 - $49.4 $7.77K - $10.8K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2018 Filed on Nov 13, 2018
32
N/A
Quality Care Properties Inc
Q3 2018 Filed on Nov 13, 2018
327
N/A
PII
Polaris Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
86
$100.95 - $127.9 $8.68K - $11K
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
1,600
$102.0 - $115.98 $163K - $186K
PTR
Petrochina CO LTD

Energy
Q3 2018 Filed on Nov 13, 2018
24
$70.54 - $81.44 $1.69K - $1.95K
Invesco Qqq Trust
Q3 2018 Filed on Nov 13, 2018
2,428
N/A
NI
Nisource Inc.

Utilities
Q3 2018 Filed on Nov 13, 2018
1,009
$24.56 - $28.08 $24.8K - $28.3K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
206
$77.45 - $86.84 $16K - $17.9K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q3 2018 Filed on Nov 13, 2018
244
N/A
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