Moulton Wealth Management, Inc Closed Holding Positions

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KRBN
Kraneshares Global Carbon Stra

Technology
Q1 2022 Filed on Apr 19, 2022
4,312
$35.6 - $55.99 $154K - $241K
NUE
Nucor Corp

Basic Materials
Q1 2022 Filed on Apr 19, 2022
7,354
$93.04 - $157.62 $684K - $1.16M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
8,568
$45.5 - $70.45 $390K - $604K
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Jan 12, 2022
73,469
$85.37 - $87.5 $6.27M - $6.43M
DVN
Devon Energy Corp

Energy
Q4 2021 Filed on Jan 12, 2022
30,921
$36.81 - $45.12 $1.14M - $1.4M
IWN
Ishares Russell2000 Val ETF

ETFs
Q3 2021 Filed on Oct 12, 2021
7,338
$152.99 - $167.43 $1.12M - $1.23M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q3 2021 Filed on Oct 12, 2021
163,009
$51.65 - $51.91 $8.42M - $8.46M
MRO
Marathon Oil Corp

Energy
Q3 2021 Filed on Oct 12, 2021
132,588
$10.68 - $14.17 $1.42M - $1.88M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2021 Filed on Oct 12, 2021
7,073
$99.84 - $108.44 $706K - $767K
L Brands Inc
Q3 2021 Filed on Oct 12, 2021
26,164
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Oct 12, 2021
49,894
$30.48 - $38.73 $1.52M - $1.93M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2021 Filed on Oct 12, 2021
2,980
$109.72 - $129.16 $327K - $385K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2021 Filed on Oct 12, 2021
213,884
$51.92 - $52.8 $11.1M - $11.3M
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 12, 2021
40,645
$37.02 - $44.7 $1.5M - $1.82M
COF
Capital One Financial Corp

Financial Services
Q3 2021 Filed on Oct 12, 2021
10,690
$152.46 - $177.73 $1.63M - $1.9M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q3 2021 Filed on Oct 12, 2021
386,422
$27.6 - $28.26 $10.7M - $10.9M
Ishares Gold Tr
Q3 2021 Filed on Oct 12, 2021
335,876
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2021 Filed on Jul 20, 2021
1,855
$475.11 - $504.81 $881K - $936K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Jul 20, 2021
36,233
$63.11 - $77.09 $2.29M - $2.79M
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Jul 20, 2021
68,381
$25.69 - $29.33 $1.76M - $2.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 20, 2021
5,309
$74.82 - $79.61 $397K - $423K
Discovery Inc
Q2 2021 Filed on Jul 20, 2021
33,910
N/A
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2020 Filed on Jan 12, 2021
202,542
$27.24 - $27.93 $5.52M - $5.66M
SHV
Ishares Tr

ETFs
Q4 2020 Filed on Jan 12, 2021
140,129
$110.51 - $110.7 $15.5M - $15.5M
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on Apr 13, 2020
61,107
$56.91 - $99.57 $3.48M - $6.08M
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2020 Filed on Apr 13, 2020
70,979
$28.78 - $44.66 $2.04M - $3.17M
MSFT
Microsoft Corp

Technology
Q1 2020 Filed on Apr 13, 2020
4,569
$135.42 - $188.7 $619K - $862K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2020 Filed on Apr 13, 2020
28,721
$106.57 - $117.86 $3.06M - $3.39M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2020 Filed on Apr 13, 2020
10,763
$27.12 - $41.81 $292K - $450K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on Apr 13, 2020
58,132
$39.35 - $62.03 $2.29M - $3.61M
IYR
Ishares Tr

ETFs
Q1 2020 Filed on Apr 13, 2020
6,950
$57.84 - $100.28 $402K - $697K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2020 Filed on Apr 13, 2020
1,680
$131.63 - $192.29 $221K - $323K
JNJ
Johnson & Johnson

Healthcare
Q1 2020 Filed on Apr 13, 2020
1,578
$111.14 - $153.99 $175K - $243K
SPYG
Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 13, 2020
10,853
$31.23 - $45.63 $339K - $495K
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