Morgan Rosel Wealth Management, LLC Closed Holding Positions

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Ingersoll Rand PLC
Q1 2020 Filed on Apr 17, 2020
6,207
N/A
AGCO
Agco Corp

Industrials
Q1 2020 Filed on Apr 17, 2020
8,980
$36.97 - $78.22 $332K - $702K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on Apr 17, 2020
16,411
$45.53 - $50.41 $747K - $827K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2019 Filed on Jan 14, 2020
4,172
$128.93 - $145.55 $538K - $607K
VOYA
Voya Financial, Inc.

Financial Services
Q4 2019 Filed on Jan 14, 2020
12,240
$50.67 - $61.75 $620K - $756K
OSK
Oshkosh Corp

Industrials
Q4 2019 Filed on Jan 14, 2020
9,149
$69.73 - $95.39 $638K - $873K
AES
Aes Corp

Utilities
Q3 2019 Filed on Oct 31, 2019
46,946
$14.61 - $17.65 $686K - $829K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q3 2019 Filed on Oct 31, 2019
8,065
$71.04 - $86.24 $573K - $696K
HCC
Warrior Met Coal, Inc.

Basic Materials
Q3 2019 Filed on Oct 31, 2019
24,042
$18.95 - $26.69 $456K - $642K
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 06, 2019
13,283
$39.35 - $64.45 $523K - $856K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2019 Filed on Aug 06, 2019
7,346
$104.64 - $116.12 $769K - $853K
GATX
Gatx Corp

Industrials
Q2 2019 Filed on Aug 06, 2019
9,816
$69.82 - $79.39 $685K - $779K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2019 Filed on Aug 06, 2019
31,095
$21.0 - $23.5 $653K - $731K
Leaf Group LTD
Q2 2019 Filed on Aug 06, 2019
135,450
N/A
SCVL
Shoe Carnival Inc

Consumer Cyclical
Q2 2019 Filed on Aug 06, 2019
20,089
$12.46 - $18.93 $250K - $380K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
Q2 2019 Filed on Aug 06, 2019
18,850
$14.6 - $15.51 $275K - $292K
DXC
Dxc Technology CO

Technology
Q1 2019 Filed on Apr 09, 2019
10,392
$54.49 - $69.21 $566K - $719K
GDOT
Green Dot Corp

Financial Services
Q1 2019 Filed on Apr 09, 2019
10,023
$57.07 - $83.09 $572K - $833K
GES
Guess Inc

Consumer Cyclical
Q1 2019 Filed on Apr 09, 2019
35,962
$18.37 - $23.0 $661K - $827K
KSS
Kohls Corp

Consumer Cyclical
Q1 2019 Filed on Apr 09, 2019
10,069
$64.37 - $71.33 $648K - $718K
RF
Regions Financial Corp

Financial Services
Q1 2019 Filed on Apr 09, 2019
37,081
$13.53 - $16.57 $502K - $614K
RHI
Robert Half International Inc.

Industrials
Q1 2019 Filed on Apr 09, 2019
8,532
$52.9 - $68.27 $451K - $582K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2019 Filed on Apr 09, 2019
44,720
N/A
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