Northwest Wealth Management, LLC Closed Holding Positions

Northwest Wealth Management, LLC

  • $544 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RDS-A
Shell PLC

Energy
Q2 2019 Filed on Jul 23, 2019
615
$54.29 - $58.43 $33.4K - $35.9K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q2 2019 Filed on Jul 23, 2019
770
$4.3 - $4.59 $3.31K - $3.53K
CNI
Canadian National Railway CO

Industrials
Q2 2019 Filed on Jul 23, 2019
392
$88.59 - $94.62 $34.7K - $37.1K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
7,350
$13.41 - $16.63 $98.6K - $122K
VMI
Valmont Industries Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
117
$113.11 - $134.88 $13.2K - $15.8K
DEO
Diageo PLC

Consumer Defensive
Q1 2019 Filed on Apr 12, 2019
42
$138.1 - $165.23 $5.8K - $6.94K
Randgold Res LTD
Q1 2019 Filed on Apr 12, 2019
50
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q1 2019 Filed on Apr 12, 2019
2
$18.96 - $26.21 $37.9 - $52.4
VMC
Vulcan Materials CO

Basic Materials
Q1 2019 Filed on Apr 12, 2019
18
$96.59 - $118.4 $1.74K - $2.13K
HTLD
Heartland Express Inc

Industrials
Q1 2019 Filed on Apr 12, 2019
156
$18.05 - $21.14 $2.82K - $3.3K
Perspecta Inc
Q1 2019 Filed on Apr 12, 2019
6
N/A
Altaba Inc
Q1 2019 Filed on Apr 12, 2019
100
N/A
SCCO
Southern Copper Corp

Basic Materials
Q1 2019 Filed on Apr 12, 2019
36
$29.21 - $39.68 $1.05K - $1.43K
OHI
Omega Healthcare Investors Inc

Real Estate
Q1 2019 Filed on Apr 12, 2019
500
$33.95 - $40.19 $17K - $20.1K
K
Kellogg CO

Consumer Defensive
Q1 2019 Filed on Apr 12, 2019
100
$53.61 - $59.43 $5.36K - $5.94K
HON
Honeywell International Inc

Industrials
Q1 2019 Filed on Apr 12, 2019
15
$130.07 - $158.92 $1.95K - $2.38K
BTEGF
Baytex Energy Corp.

Energy
Q1 2019 Filed on Apr 12, 2019
113
$1.5 - $2.03 $170 - $229
ZTS
Zoetis Inc.

Healthcare
Q1 2019 Filed on Apr 12, 2019
23
$81.56 - $100.67 $1.88K - $2.32K
PAAS
Pan American Silver Corp

Basic Materials
Q1 2019 Filed on Apr 12, 2019
100
$12.49 - $15.45 $1.25K - $1.55K
Iconix Brand Group Inc
Q1 2019 Filed on Apr 12, 2019
250
N/A
Electro Scientific Inds
Q1 2019 Filed on Apr 12, 2019
200
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 12, 2019
1
$11.55 - $16.96 $11.6 - $17
Government Pptys Income Tr
Q1 2019 Filed on Apr 12, 2019
44
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2019 Filed on Apr 12, 2019
201
$40.42 - $42.8 $8.12K - $8.6K
DXC
Dxc Technology CO

Technology
Q1 2019 Filed on Apr 12, 2019
13
$54.49 - $69.21 $708 - $900
DHS
Wisdomtree Tr U.S

ETFs
Q1 2019 Filed on Apr 12, 2019
1,107
N/A
Tortoise Energy Infra Corp
Q4 2018 Filed on Jan 24, 2019
1,057
N/A
XXII
22nd Century Group, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 24, 2019
9,000
$2.15 - $3.11 $19.4K - $28K
GBX
Greenbrier Companies Inc

Industrials
Q4 2018 Filed on Jan 24, 2019
348
$37.68 - $64.4 $13.1K - $22.4K
Kinder Morgan Inc Del
Q4 2018 Filed on Jan 24, 2019
27,468
N/A
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q4 2018 Filed on Jan 24, 2019
2,344
$5.58 - $7.27 $13.1K - $17K
AAON
Aaon, Inc.

Industrials
Q4 2018 Filed on Jan 24, 2019
1,000
$31.84 - $43.83 $31.8K - $43.8K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q4 2018 Filed on Jan 24, 2019
2,586
$12.52 - $18.16 $32.4K - $47K
HQH
Tekla Healthcare Investors

Financial Services
Q4 2018 Filed on Jan 24, 2019
1,018
$16.57 - $23.12 $16.9K - $23.5K
Vaneck Vectors ETF Tr
Q4 2018 Filed on Jan 24, 2019
15,904
N/A
Dell Technologies Inc
Q4 2018 Filed on Jan 24, 2019
90
N/A
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2018 Filed on Jan 24, 2019
625
$16.54 - $23.65 $10.3K - $14.8K
Corporate Cap Tr Inc
Q4 2018 Filed on Jan 24, 2019
2,555
N/A
Barclays Bank PLC
Q4 2018 Filed on Jan 24, 2019
3,405
N/A
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q4 2018 Filed on Jan 24, 2019
1,471
$9.13 - $11.03 $13.4K - $16.2K
Andeavor
Q4 2018 Filed on Jan 24, 2019
68
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Jan 24, 2019
7,608
N/A
Etfs Silver Tr
Q4 2018 Filed on Jan 24, 2019
1,939
N/A
Thomson Reuters Corp
Q4 2018 Filed on Jan 24, 2019
115
N/A
Eldorado Gold Corp New
Q4 2018 Filed on Jan 24, 2019
500
N/A
DBX
Dropbox, Inc.

Technology
Q4 2018 Filed on Jan 24, 2019
1,000
$19.38 - $26.32 $19.4K - $26.3K
FXG
First Tr Exchange Traded First

ETFs
Q4 2018 Filed on Jan 24, 2019
735
$40.68 - $48.12 $29.9K - $35.4K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q4 2018 Filed on Jan 24, 2019
1,883
$6.18 - $9.1 $11.6K - $17.1K
RFDI
First Trust ETF Iii Riverfront

ETFs
Q4 2018 Filed on Jan 24, 2019
385
$49.45 - $61.99 $19K - $23.9K
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