Perfromance Wealth Partners, LLC Closed Holding Positions

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,834
$59.99 - $83.83 $170K - $238K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
8,829
$17.92 - $21.32 $158K - $188K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2022 Filed on Jul 15, 2022
710
$229.64 - $292.39 $163K - $208K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q2 2022 Filed on Jul 15, 2022
3,679
$45.19 - $56.15 $166K - $207K
MCHP
Microchip Technology Inc

Technology
Q2 2022 Filed on Jul 15, 2022
2,690
$57.13 - $74.38 $154K - $200K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
14,360
$5.93 - $16.34 $85.2K - $235K
INTC
Intel Corp

Technology
Q2 2022 Filed on Jul 15, 2022
5,017
$36.97 - $49.2 $185K - $247K
GNRC
Generac Holdings Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
18,101
$204.62 - $316.01 $3.7M - $5.72M
Impax Laboratories Inc
Q2 2022 Filed on Jul 15, 2022
17,000
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on Apr 21, 2022
2,501
$71.88 - $80.4 $180K - $201K
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on Apr 21, 2022
5,145
$35.66 - $41.42 $183K - $213K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
74,208
$129.09 - $158.0 $9.58M - $11.7M
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on Apr 21, 2022
14,800
$74.69 - $85.0 $1.11M - $1.26M
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
105,539
$88.72 - $164.03 $9.36M - $17.3M
SJM
J M Smucker CO

Consumer Defensive
Q1 2022 Filed on Apr 21, 2022
3,527
$126.32 - $145.35 $446K - $513K
FBP
First Bancorp

Financial Services
Q1 2022 Filed on Apr 21, 2022
10,000
$11.95 - $16.39 $120K - $164K
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