Paradigm, Strategies In Wealth Management, LLC Closed Holding Positions

Paradigm, Strategies In Wealth Management, LLC

  • $153 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2021 Filed on Oct 15, 2021
207
$38.55 - $39.48 $7.98K - $8.17K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
229
$78.01 - $89.68 $17.9K - $20.5K
TNK
Teekay Tankers Ltd.

Energy
Q3 2021 Filed on Oct 15, 2021
49
$10.65 - $14.53 $522 - $712
LUMN
Lumen Technologies, Inc.

Communication Services
Q3 2021 Filed on Oct 15, 2021
56
$11.34 - $13.74 $635 - $769
VTGN
Vista Gen Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 15, 2021
1,000
$2.62 - $3.45 $2.62K - $3.45K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
6
$131.88 - $175.88 $791 - $1.06K
HRL
Hormel Foods Corp

Consumer Defensive
Q3 2021 Filed on Oct 15, 2021
1,867
$40.63 - $48.31 $75.9K - $90.2K
WMB
Williams Companies, Inc.

Energy
Q3 2021 Filed on Oct 15, 2021
500
$23.89 - $26.94 $11.9K - $13.5K
FSR
Fisker Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
1,500
$12.61 - $18.42 $18.9K - $27.6K
PPT
Putnam Premier Income Trust

Financial Services
Q3 2021 Filed on Oct 15, 2021
666
$4.51 - $4.74 $3K - $3.16K
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2021 Filed on Oct 15, 2021
200
$59.83 - $64.95 $12K - $13K
PARA
Paramount Global

Communication Services
Q3 2021 Filed on Oct 15, 2021
10
$63.79 - $76.19 $638 - $762
NDAQ
Nasdaq, Inc.

Financial Services
Q3 2021 Filed on Oct 15, 2021
80
$174.08 - $198.53 $13.9K - $15.9K
FISV
Fiserv Inc

Technology
Q3 2021 Filed on Oct 15, 2021
70
$106.21 - $119.11 $7.43K - $8.34K
CMI
Cummins Inc

Industrials
Q3 2021 Filed on Oct 15, 2021
300
$219.54 - $243.28 $65.9K - $73K
CSX
Csx Corp

Industrials
Q3 2021 Filed on Oct 15, 2021
255
$29.71 - $34.13 $7.58K - $8.7K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2021 Filed on Oct 15, 2021
10
$110.2 - $156.64 $1.1K - $1.57K
CTVA
Corteva, Inc.

Basic Materials
Q3 2021 Filed on Oct 15, 2021
128
$40.93 - $46.06 $5.24K - $5.9K
CPRT
Copart Inc

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
23
$134.42 - $152.27 $3.09K - $3.5K
ED
Consolidated Edison Inc

Utilities
Q3 2021 Filed on Oct 15, 2021
838
$72.16 - $78.25 $60.5K - $65.6K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2021 Filed on Oct 15, 2021
1,046
$75.58 - $84.39 $79.1K - $88.3K
KO
Coca Cola CO

Consumer Defensive
Q3 2021 Filed on Oct 15, 2021
556
$52.47 - $57.48 $29.2K - $32K
NET
Cloudflare, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
12
$102.66 - $136.97 $1.23K - $1.64K
Cloudera Inc
Q3 2021 Filed on Oct 15, 2021
15
N/A
DHC
Diversified Healthcare Trust

Real Estate
Q3 2021 Filed on Oct 15, 2021
207
$3.39 - $4.25 $702 - $880
DOW
Dow Inc.

Basic Materials
Q3 2021 Filed on Oct 15, 2021
128
$55.53 - $65.38 $7.11K - $8.37K
DUK
Duke Energy Corp

Utilities
Q3 2021 Filed on Oct 15, 2021
1,583
$97.05 - $107.93 $154K - $171K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q3 2021 Filed on Oct 15, 2021
36
$46.8 - $52.52 $1.68K - $1.89K
AIRC
Apartment Income Reit Corp.

Real Estate
Q3 2021 Filed on Oct 15, 2021
495
$47.94 - $52.64 $23.7K - $26.1K
FSLY
Fastly, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
100
$39.22 - $58.02 $3.92K - $5.8K
META
Meta Platforms, Inc.

Communication Services
Q3 2021 Filed on Oct 15, 2021
281
$336.95 - $382.18 $94.7K - $107K
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Oct 15, 2021
311
$52.73 - $63.26 $16.4K - $19.7K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q3 2021 Filed on Oct 15, 2021
6
$67.67 - $72.6 $406 - $436
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2021 Filed on Oct 15, 2021
152
$14.39 - $20.62 $2.19K - $3.13K
ET
Energy Transfer LP

Energy
Q3 2021 Filed on Oct 15, 2021
1,302
$8.73 - $10.71 $11.4K - $13.9K
ECL
Ecolab Inc.

Basic Materials
Q3 2021 Filed on Oct 15, 2021
592
$208.62 - $229.6 $124K - $136K
ETN
Eaton Corp PLC

Industrials
Q3 2021 Filed on Oct 15, 2021
390
$149.19 - $170.21 $58.2K - $66.4K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2021 Filed on Oct 15, 2021
128
$67.35 - $79.55 $8.62K - $10.2K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Oct 15, 2021
310
$162.19 - $187.74 $50.3K - $58.2K
CSCO
Cisco Systems, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
1,358
$52.98 - $59.53 $71.9K - $80.8K
CI
Cigna Corp

Healthcare
Q3 2021 Filed on Oct 15, 2021
39
$200.16 - $238.3 $7.81K - $9.29K
Antares Pharma Inc
Q3 2021 Filed on Oct 15, 2021
100
N/A
AWK
American Water Works Company, Inc.

Utilities
Q3 2021 Filed on Oct 15, 2021
5
$155.57 - $188.75 $778 - $944
AXP
American Express CO

Financial Services
Q3 2021 Filed on Oct 15, 2021
100
$158.72 - $176.77 $15.9K - $17.7K
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Oct 15, 2021
615
$81.18 - $91.08 $49.9K - $56K
GOOG
Alphabet Inc.

Communication Services
Q3 2021 Filed on Oct 15, 2021
1
$126.37 - $145.84 $126 - $146
LNT
Alliant Energy Corp

Utilities
Q3 2021 Filed on Oct 15, 2021
572
$55.81 - $62.18 $31.9K - $35.6K
AVAV
Aero Vironment Inc

Industrials
Q3 2021 Filed on Oct 15, 2021
15
$83.88 - $105.5 $1.26K - $1.58K
ACM
Aecom

Industrials
Q3 2021 Filed on Oct 15, 2021
97
$58.83 - $67.0 $5.71K - $6.5K
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