Moisand Fitzgerald Tamayo, LLC Closed Holding Positions

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TUP
Tupperware Brands Corp

Consumer Cyclical
Q1 2021 Filed on May 03, 2021
208
$23.74 - $37.78 $4.94K - $7.86K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2021 Filed on May 03, 2021
47
$91.5 - $91.52 $4.3K - $4.3K
Bristol Myers Squibb CO
Q1 2021 Filed on May 03, 2021
1,222
N/A
Columbia Ppty Tr Inc
Q1 2021 Filed on May 03, 2021
132
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2021 Filed on May 03, 2021
15
$35.06 - $39.81 $526 - $597
ADNT
Adient PLC

Consumer Cyclical
Q1 2021 Filed on May 03, 2021
1
$31.31 - $48.0 $31.3 - $48
GSAT
Globalstar, Inc.

Communication Services
Q1 2021 Filed on May 03, 2021
41
$0.34 - $2.57 $13.9 - $105
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2021 Filed on May 03, 2021
60
$30.43 - $33.36 $1.83K - $2K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 03, 2021
12
N/A
Xilinx Inc
Q1 2021 Filed on May 03, 2021
17
N/A
SU
Suncor Energy Inc

Energy
Q1 2021 Filed on May 03, 2021
36
$16.72 - $23.53 $602 - $847
Crane CO
Q1 2021 Filed on May 03, 2021
16
N/A
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q4 2020 Filed on Feb 02, 2021
32
$69.43 - $73.39 $2.22K - $2.35K
KMI
Kinder Morgan, Inc.

Energy
Q4 2020 Filed on Feb 02, 2021
116
$11.48 - $14.97 $1.33K - $1.74K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 02, 2021
307
N/A
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q4 2020 Filed on Feb 02, 2021
2,233
$13.49 - $14.95 $30.1K - $33.4K
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2020 Filed on Feb 02, 2021
371
$14.5 - $19.13 $5.38K - $7.1K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q4 2020 Filed on Feb 02, 2021
76
$118.51 - $131.82 $9.01K - $10K
RGA
Reinsurance Group Of America Inc

Financial Services
Q4 2020 Filed on Feb 02, 2021
5
$95.44 - $126.79 $477 - $634
MVO
Mv Oil Trust

Energy
Q4 2020 Filed on Feb 02, 2021
1,548
$2.27 - $3.19 $3.51K - $4.94K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q4 2020 Filed on Feb 02, 2021
317
$55.67 - $64.44 $17.6K - $20.4K
CLFD
Clearfield, Inc.

Technology
Q3 2020 Filed on Nov 02, 2020
200
$13.36 - $22.21 $2.67K - $4.44K
DGII
Digi International Inc

Technology
Q3 2020 Filed on Nov 02, 2020
400
$10.57 - $15.99 $4.23K - $6.4K
AG
First Majestic Silver Corp

Basic Materials
Q3 2020 Filed on Nov 02, 2020
83
$9.5 - $14.25 $789 - $1.18K
CARG
Car Gurus, Inc.

Communication Services
Q3 2020 Filed on Nov 02, 2020
42
$21.63 - $31.8 $908 - $1.34K
FOX
Fox Corp Cl B (De)

Communication Services
Q3 2020 Filed on Nov 02, 2020
70
$24.46 - $29.46 $1.71K - $2.06K
Fs Kkr Cap Corp Ii
Q3 2020 Filed on Nov 02, 2020
1,971
N/A
CYBE
Cyberoptics Corp

Technology
Q3 2020 Filed on Nov 02, 2020
125
$29.3 - $42.37 $3.66K - $5.3K
GLD
Spdr Gold Trust

ETFs
Q3 2020 Filed on Nov 02, 2020
80
$166.62 - $193.89 $13.3K - $15.5K
Iberiabank Corp
Q3 2020 Filed on Nov 02, 2020
231
N/A
United Technologies Corp
Q2 2020 Filed on Aug 07, 2020
100
N/A
Wpx Energy Inc
Q2 2020 Filed on Aug 07, 2020
67
N/A
Centerstate Bk Corp
Q2 2020 Filed on Aug 07, 2020
548
N/A
United States Oil Fund LP
Q2 2020 Filed on Aug 07, 2020
1,420
N/A
IIM
Invesco Value Municipal Income Trust

Financial Services
Q2 2020 Filed on Aug 07, 2020
3,626
$13.33 - $14.56 $48.3K - $52.8K
Frontier Communications Corp
Q2 2020 Filed on Aug 07, 2020
17
N/A
GAIA
Gaia, Inc

Communication Services
Q2 2020 Filed on Aug 07, 2020
934
$7.46 - $10.16 $6.97K - $9.49K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 07, 2020
2,735
N/A
VMW
Vmware, Inc.

Technology
Q2 2020 Filed on Aug 07, 2020
21
$116.0 - $156.27 $2.44K - $3.28K
Raytheon CO
Q2 2020 Filed on Aug 07, 2020
25
N/A
MFC
Manulife Financial Corp

Financial Services
Q2 2020 Filed on Aug 07, 2020
95
$11.34 - $15.04 $1.08K - $1.43K
BKU
Bank United, Inc.

Financial Services
Q2 2020 Filed on Aug 07, 2020
58
$13.99 - $24.4 $811 - $1.42K
LENB
Lennar Corporation Cl B
Q1 2020 Filed on May 13, 2020
4
N/A
SAIC
Science Applications International Corp

Technology
Q1 2020 Filed on May 13, 2020
11
$51.92 - $96.0 $571 - $1.06K
NEU
Newmarket Corp

Basic Materials
Q1 2020 Filed on May 13, 2020
672
$328.89 - $480.79 $221K - $323K
BKT
Blackrock Income Trust, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
2,500
$5.52 - $6.2 $13.8K - $15.5K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2020 Filed on May 13, 2020
1,256
$32.8 - $50.0 $41.2K - $62.8K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2020 Filed on May 13, 2020
181
$39.85 - $66.69 $7.21K - $12.1K
DWM
Wisdomtree Tr

ETFs
Q1 2020 Filed on May 13, 2020
207
$34.55 - $53.86 $7.15K - $11.1K
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