Northwest Wealth Management, LLC Closed Holding Positions

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2019 Filed on Jul 23, 2019
400
$61.87 - $69.38 $24.7K - $27.8K
Harris Corp Del
Q2 2019 Filed on Jul 23, 2019
23
N/A
Td Ameritrade Hldg Corp
Q2 2019 Filed on Jul 23, 2019
458
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2019 Filed on Jul 23, 2019
1,170
N/A
FLEX
Flex Ltd.

Technology
Q2 2019 Filed on Jul 23, 2019
250
$8.89 - $11.47 $2.22K - $2.87K
EPR
Epr Properties

Real Estate
Q2 2019 Filed on Jul 23, 2019
800
$74.31 - $80.28 $59.4K - $64.2K
GLW
Corning Inc

Technology
Q2 2019 Filed on Jul 23, 2019
1,082
$28.84 - $35.01 $31.2K - $37.9K
Frontier Communications Corp
Q2 2019 Filed on Jul 23, 2019
12
N/A
BIIB
Biogen Inc.

Healthcare
Q2 2019 Filed on Jul 23, 2019
104
$219.29 - $241.72 $22.8K - $25.1K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2019 Filed on Jul 23, 2019
605
$22.33 - $23.63 $13.5K - $14.3K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
838
$49.61 - $55.48 $41.6K - $46.5K
DVY
Ishares Tr

ETFs
Q2 2019 Filed on Jul 23, 2019
1,080
N/A
CLX
Clorox CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
629
$146.72 - $159.73 $92.3K - $100K
ED
Consolidated Edison Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
56
$83.61 - $89.65 $4.68K - $5.02K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
315
$121.34 - $137.79 $38.2K - $43.4K
FITB
Fifth Third Bancorp

Financial Services
Q2 2019 Filed on Jul 23, 2019
185
$26.22 - $28.98 $4.85K - $5.36K
MDU
Mdu Resources Group Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
1,351
$24.55 - $26.52 $33.2K - $35.8K
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Jul 23, 2019
105
$73.44 - $82.41 $7.71K - $8.65K
SWIR
Sierra Wireless Inc

Technology
Q2 2019 Filed on Jul 23, 2019
1,000
$11.56 - $14.15 $11.6K - $14.2K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
200
$73.96 - $84.69 $14.8K - $16.9K
Tier Reit Inc
Q2 2019 Filed on Jul 23, 2019
416
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Jul 23, 2019
1,574
$49.34 - $63.49 $77.7K - $99.9K
GLD
Spdr Gold Trust

ETFs
Q2 2019 Filed on Jul 23, 2019
121
$119.94 - $134.2 $14.5K - $16.2K
VDE
Vanguard Energy ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
21
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
414
$117.32 - $125.8 $48.6K - $52.1K
CMI
Cummins Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
39
$150.76 - $171.6 $5.88K - $6.69K
J
Jacobs Engineering Group Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
420
$73.87 - $84.39 $31K - $35.4K
KSU
Kansas City Southern

Industrials
Q2 2019 Filed on Jul 23, 2019
76
N/A
SLB
Schlumberger Limited

Energy
Q2 2019 Filed on Jul 23, 2019
75
$34.69 - $47.41 $2.6K - $3.56K
D
Dominion Energy, Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
1,000
$73.31 - $79.22 $73.3K - $79.2K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2019 Filed on Jul 23, 2019
75
$65.35 - $73.4 $4.9K - $5.51K
CVS
Cvs Health Corp

Healthcare
Q2 2019 Filed on Jul 23, 2019
34
$52.13 - $57.33 $1.77K - $1.95K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
960
$71.97 - $77.98 $69.1K - $74.9K
KSS
Kohls Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
200
$45.98 - $75.48 $9.2K - $15.1K
COF
Capital One Financial Corp

Financial Services
Q2 2019 Filed on Jul 23, 2019
73
$84.48 - $94.26 $6.17K - $6.88K
VHT
Vanguard Health Care ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
33
N/A
ERF
Enerplus Corp

Energy
Q2 2019 Filed on Jul 23, 2019
145
$6.55 - $9.71 $950 - $1.41K
DUK
Duke Energy Corp

Utilities
Q2 2019 Filed on Jul 23, 2019
54
$85.53 - $91.12 $4.62K - $4.92K
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Jul 23, 2019
1,081
$71.76 - $84.63 $77.6K - $91.5K
CTXS
Citrix Systems Inc

Technology
Q2 2019 Filed on Jul 23, 2019
40
$93.48 - $102.48 $3.74K - $4.1K
HAL
Halliburton CO

Energy
Q2 2019 Filed on Jul 23, 2019
150
$21.07 - $31.81 $3.16K - $4.77K
SJM
J M Smucker CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
19
$115.19 - $127.5 $2.19K - $2.42K
Unilever N V
Q2 2019 Filed on Jul 23, 2019
779
N/A
Ferrellgas Partners L.P.
Q2 2019 Filed on Jul 23, 2019
1,713
N/A
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
34
$151.9 - $171.65 $5.16K - $5.84K
CMCSA
Comcast Corp

Communication Services
Q2 2019 Filed on Jul 23, 2019
1,463
$40.02 - $43.68 $58.5K - $63.9K
LADX
Ladrx Corporation
Q2 2019 Filed on Jul 23, 2019
40
N/A
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 23, 2019
562
$104.36 - $111.99 $58.7K - $62.9K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
115
$28.36 - $34.45 $3.26K - $3.96K
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