New England Professional Planning Group Inc. Closed Holding Positions

New England Professional Planning Group Inc.

  • $202 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2022 Filed on Apr 14, 2022
3,262
$55.84 - $65.41 $182K - $213K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
2,806
$51.78 - $75.76 $145K - $213K
MRNA
Moderna, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
641
$221.9 - $484.47 $142K - $311K
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 05, 2021
2,275
N/A
DIS
Walt Disney CO

Communication Services
Q3 2021 Filed on Nov 05, 2021
1,128
$169.17 - $185.91 $191K - $210K
INTC
Intel Corp

Technology
Q3 2021 Filed on Nov 05, 2021
4,276
$52.01 - $56.87 $222K - $243K
General Electric CO
Q2 2021 Filed on Aug 16, 2021
20,026
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q3 2020 Filed on Nov 12, 2020
2,225
$93.59 - $106.12 $208K - $236K
BNDX
Vanguard Total International B

ETFs
Q3 2020 Filed on Nov 12, 2020
6,131
$57.55 - $58.32 $353K - $358K
KO
Coca Cola CO

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
9,450
$43.91 - $51.19 $415K - $484K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2020 Filed on Aug 13, 2020
3,244
$46.66 - $61.22 $151K - $199K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2020 Filed on May 12, 2020
1,015
$220.85 - $384.02 $224K - $390K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2020 Filed on May 12, 2020
1,653
$85.17 - $138.52 $141K - $229K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2020 Filed on May 12, 2020
6,402
$46.5 - $70.38 $298K - $451K
SO
Southern CO

Utilities
Q1 2020 Filed on May 12, 2020
3,659
$43.23 - $70.85 $158K - $259K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2020 Filed on May 12, 2020
3,417
$59.89 - $77.35 $205K - $264K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 12, 2020
4,839
$30.61 - $46.3 $148K - $224K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2020 Filed on May 12, 2020
2,955
$46.16 - $69.62 $136K - $206K
ES
Eversource Energy

Utilities
Q4 2019 Filed on Jan 15, 2020
8,264
$79.19 - $86.2 $654K - $712K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2019 Filed on Jan 15, 2020
3,906
$53.49 - $53.82 $209K - $210K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 15, 2020
76,677
N/A
Si Finl Group Inc Md
Q4 2019 Filed on Jan 15, 2020
11,659
N/A
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on May 02, 2018
237,539
N/A
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