Moseley Investment Management Inc Closed Holding Positions

Moseley Investment Management Inc

  • $245 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
3,667
$47.02 - $191.65 $172K - $703K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2022 Filed on Jul 15, 2022
3,687
$58.58 - $116.57 $216K - $430K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
4,360
$126.57 - $168.36 $552K - $734K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2022 Filed on Jul 15, 2022
8,169
$22.84 - $24.92 $187K - $204K
ST
Sensata Technologies Holding PLC

Technology
Q2 2022 Filed on Jul 15, 2022
12,684
$41.14 - $51.0 $522K - $647K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
3,980
$56.81 - $112.28 $226K - $447K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2022 Filed on Jul 15, 2022
9,196
$25.67 - $27.71 $236K - $255K
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
1,032
$170.7 - $214.67 $176K - $222K
BAND
Bandwidth Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
10,000
$15.33 - $34.52 $153K - $345K
ITA
Ishares Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
1,840
$93.66 - $112.65 $172K - $207K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
8,043
$23.28 - $24.82 $187K - $200K
IVT
Inven Trust Properties Corp.

Real Estate
Q2 2022 Filed on Jul 15, 2022
24,280
$25.61 - $32.52 $622K - $790K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2022 Filed on Jul 15, 2022
14,999
N/A
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
854
$181.58 - $368.0 $155K - $314K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
1,122
$190.36 - $240.41 $214K - $270K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
2,737
$61.48 - $74.59 $168K - $204K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on Apr 21, 2022
6,877
$36.01 - $57.1 $248K - $393K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on Apr 21, 2022
4,433
$103.82 - $106.76 $460K - $473K
AGZ
Ishares Agency Bond ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
2,302
$112.17 - $116.88 $258K - $269K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
1,600
$94.64 - $184.26 $151K - $295K
WELL
Welltower Inc.

Real Estate
Q1 2022 Filed on Apr 21, 2022
2,351
$79.67 - $98.31 $187K - $231K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on Apr 21, 2022
1,196
$140.76 - $164.9 $168K - $197K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on Apr 21, 2022
5,524
$38.15 - $63.26 $211K - $349K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2022 Filed on Apr 21, 2022
3,495
$27.51 - $30.04 $96.1K - $105K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 21, 2022
1,131
$212.39 - $254.6 $240K - $288K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
1,112
$138.11 - $222.66 $154K - $248K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 21, 2022
1,173
$140.96 - $181.02 $165K - $212K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Jan 25, 2022
2,677
$53.0 - $103.63 $142K - $277K
Berkshire Hathaway Inc Del
Q4 2021 Filed on Jan 25, 2022
3
N/A
Dover Motorsports Inc
Q4 2021 Filed on Jan 25, 2022
100,000
N/A
CRSP
Crispr Therapeutics Ag

Healthcare
Q4 2021 Filed on Jan 25, 2022
2,665
$70.09 - $111.29 $187K - $297K
AMAT
Applied Materials Inc

Technology
Q3 2021 Filed on Oct 27, 2021
2,000
$127.2 - $144.09 $254K - $288K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2021 Filed on Oct 27, 2021
1,341
$158.89 - $176.21 $213K - $236K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Oct 27, 2021
1,257
$162.19 - $187.74 $204K - $236K
EMB
Ishares Tr

ETFs
Q3 2021 Filed on Oct 27, 2021
1,784
$109.98 - $113.55 $196K - $203K
BBY
Best Buy CO Inc

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
1,800
$104.74 - $121.89 $189K - $219K
IRBO
Ishares Robotics & Artificial

ETFs
Q2 2021 Filed on Aug 11, 2021
5,775
$39.39 - $45.11 $227K - $261K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2021 Filed on Aug 11, 2021
6,526
$97.54 - $103.68 $637K - $677K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q2 2021 Filed on Aug 11, 2021
5,000
$43.63 - $52.03 $218K - $260K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2021 Filed on Aug 11, 2021
13,383
$141.9 - $151.95 $1.9M - $2.03M
WTRG
Essential Utilities, Inc.

Utilities
Q1 2021 Filed on Apr 19, 2021
4,230
$41.5 - $48.72 $176K - $206K
SPLK
Splunk Inc

Technology
Q1 2021 Filed on Apr 19, 2021
1,341
$131.03 - $175.09 $176K - $235K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Jan 26, 2021
17,120
$6.98 - $8.56 $119K - $147K
CCI
Crown Castle International Corp

Real Estate
Q4 2020 Filed on Jan 26, 2021
1,290
$152.46 - $170.8 $197K - $220K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Jan 26, 2021
800
$222.0 - $317.14 $178K - $254K
Livongo Health Inc
Q4 2020 Filed on Jan 26, 2021
1,821
N/A
ECL
Ecolab Inc.

Basic Materials
Q4 2020 Filed on Jan 26, 2021
2,393
$183.59 - $225.9 $439K - $541K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2020 Filed on Nov 04, 2020
6,000
$25.29 - $43.63 $152K - $262K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
10,625
$18.45 - $19.5 $196K - $207K
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