Minot Wealth Management LLC Closed Positions in Q2 2022

Minot Wealth Management LLC

  • $389 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-31K
Closed
$60.91 - $76.4 $1.89M - $2.37M
0 $0
EMR
Emerson Electric CO

Industrials
-20.4K
Closed
$77.79 - $98.42 $1.59M - $2.01M
0 $0
BLK
Black Rock Inc.

Financial Services
-1.87K
Closed
$582.26 - $782.23 $1.09M - $1.46M
0 $0
TSCO
Tractor Supply CO

Consumer Cyclical
-2.63K
Closed
$170.53 - $237.38 $448K - $623K
0 $0
DOV
Dover Corp

Industrials
-3.67K
Closed
$117.29 - $158.55 $431K - $583K
0 $0
MUB
Ishares National Muni Bond ETF

ETFs
-5.08K
Closed
$104.73 - $109.51 $532K - $556K
0 $0
ISRG
Intuitive Surgical Inc

Healthcare
-1.54K
Closed
$190.71 - $305.54 $294K - $471K
0 $0
FCX
Freeport Mcmoran Inc

Basic Materials
-9.29K
Closed
$29.26 - $50.96 $272K - $473K
0 $0
SCHW
Schwab Charles Corp

Financial Services
-5.1K
Closed
$59.99 - $83.83 $306K - $428K
0 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.5K
Closed
$230.68 - $260.79 $346K - $391K
0 $0
NFLX
Netflix Inc

Communication Services
-832
Closed
$166.37 - $391.5 $138K - $326K
0 $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-826
Closed
$271.39 - $369.3 $224K - $305K
0 $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-408
Closed
$548.35 - $738.84 $224K - $301K
0 $0
SPG
Simon Property Group Inc

Real Estate
-2.03K
Closed
$94.62 - $134.53 $192K - $273K
0 $0
Crane CO
-2.28K
Closed
N/A
0 $0
IEMG
Ishares Inc

ETFs
-4.44K
Closed
$48.46 - $57.45 $215K - $255K
0 $0
GILD
Gilead Sciences, Inc.

Healthcare
-3.93K
Closed
$57.72 - $65.01 $227K - $255K
0 $0
NTRS
Northern Trust Corp

Financial Services
-2K
Closed
$91.46 - $115.55 $183K - $231K
0 $0
HUBS
Hubspot Inc

Technology
-478
Closed
$281.81 - $504.2 $135K - $241K
0 $0
ADI
Analog Devices Inc

Technology
-1.35K
Closed
$143.46 - $169.24 $193K - $228K
0 $0
CARR
Carrier Global Corp

Industrials
-4.61K
Closed
$34.41 - $46.04 $159K - $212K
0 $0
STAG
Stag Industrial, Inc.

Real Estate
-5K
Closed
$30.33 - $42.22 $152K - $211K
0 $0
MRNA
Moderna, Inc.

Healthcare
-1.19K
Closed
$117.13 - $176.59 $139K - $210K
0 $0
CBRE
Cbre Group, Inc.

Real Estate
-2.22K
Closed
$68.15 - $92.25 $152K - $205K
0 $0
ESS
Essex Property Trust, Inc.

Real Estate
-589
Closed
$253.94 - $359.31 $150K - $212K
0 $0
SYK
Stryker Corp

Healthcare
-758
Closed
$194.09 - $276.37 $147K - $209K
0 $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.31K
Closed
$52.86 - $62.23 $175K - $206K
0 $0
HRI
Herc Holdings Inc

Industrials
-1.21K
Closed
$86.52 - $159.92 $105K - $194K
0 $0
PWFL
Power Fleet, Inc.

Technology
-17.9K
Closed
$2.17 - $2.98 $38.8K - $53.3K
0 $0
Activity Summary
Buys All Purchases 72 New Holdings 11 Increased Positions 61 Sells All Sells 109 Reductions 79 Sold out 30 Options Calls 0 Puts 0
Track This Portfolio

Track Minot Wealth Management LLC Portfolio

Follow Minot Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Minot Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minot Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email