Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
FANG Diamondback Energy, Inc. Energy	Q3 2021 Filed on Nov 18, 2021	2,924	$67.88 - $99.6 $198K - $291K
IJAN Innovator Etfs Tr Intl Dev Pwr	Q3 2021 Filed on Nov 18, 2021	7,591	N/A
Core Mark Hldg CO Inc	Q3 2021 Filed on Nov 18, 2021	6,390	N/A
General Electric CO	Q3 2021 Filed on Nov 18, 2021	19,727	N/A
SBSW Sibanye Stillwater LTD Basic Materials	Q3 2021 Filed on Nov 18, 2021	22,558	$12.07 - $17.59 $272K - $397K
SNN Smith & Nephew PLC Healthcare	Q2 2021 Filed on Jul 22, 2021	20,732	$37.86 - $44.01 $785K - $912K
RDFN Redfin Corp Real Estate	Q2 2021 Filed on Jul 22, 2021	3,160	$48.68 - $71.85 $154K - $227K
NICE Nice Ltd. Technology	Q2 2021 Filed on Jul 22, 2021	2,404	$214.35 - $247.56 $515K - $595K
CXSE Wisdomtree Tr China Ex State O ETFs	Q2 2021 Filed on Jul 22, 2021	4,312	$60.75 - $68.0 $262K - $293K
MRNA Moderna, Inc. Healthcare	Q2 2021 Filed on Jul 22, 2021	3,659	$129.91 - $234.98 $475K - $860K
BCO Brinks CO Industrials	Q2 2021 Filed on Jul 22, 2021	2,665	$73.24 - $81.4 $195K - $217K
NCNA Nu Cana PLC Healthcare	Q2 2021 Filed on Jul 22, 2021	18,500	$2.7 - $5.04 $50K - $93.2K
CVGW Calavo Growers Inc Consumer Defensive	Q2 2021 Filed on Jul 22, 2021	3,116	$63.12 - $80.24 $197K - $250K
Qts Rlty Tr Inc	Q2 2021 Filed on Jul 22, 2021	3,826	N/A
CBON Vaneck ETF Tr China Bd ETF ETFs	Q2 2021 Filed on Jul 22, 2021	20,469	$23.64 - $24.64 $484K - $504K
New Oriental Ed & Technology	Q2 2021 Filed on Jul 22, 2021	17,331	N/A
ARGX Argenx Se Healthcare	Q2 2021 Filed on Jul 22, 2021	1,826	$257.11 - $319.92 $469K - $584K
CRNT Ceragon Networks LTD Technology	Q2 2021 Filed on Jul 22, 2021	10,000	$3.01 - $3.98 $30.1K - $39.8K
BMI Badger Meter Inc Technology	Q2 2021 Filed on Jul 22, 2021	2,254	$89.92 - $99.26 $203K - $224K
Proshares Tr Ii	Q2 2021 Filed on Jul 22, 2021	42,800	N/A
BLUE Bluebird Bio, Inc. Healthcare	Q2 2021 Filed on Jul 22, 2021	8,500	$18.04 - $22.09 $153K - $188K
LMNX Luminex Corporation Healthcare	Q2 2021 Filed on Jul 22, 2021	7,682	N/A
GEN Gen Digital Inc Com	Q1 2021 Filed on Apr 21, 2021	10,031	N/A
RDY Dr Reddys Laboratories LTD Healthcare	Q1 2021 Filed on Apr 21, 2021	4,361	$57.98 - $73.08 $253K - $319K
DT Dynatrace, Inc. Technology	Q1 2021 Filed on Apr 21, 2021	5,728	$39.97 - $56.11 $229K - $321K
BKI Black Knight, Inc. Technology	Q1 2021 Filed on Apr 21, 2021	2,932	$72.05 - $88.35 $211K - $259K
FREL Fidelity Covington Tr Msci Rea ETFs	Q1 2021 Filed on Apr 21, 2021	51,027	$24.48 - $27.88 $1.25M - $1.42M
FMC Fmc Corp Basic Materials	Q1 2021 Filed on Apr 21, 2021	2,541	$100.77 - $122.25 $256K - $311K
Advaxis Inc	Q1 2021 Filed on Apr 21, 2021	28,888	N/A
PRLD Prelude Therapeutics Inc Healthcare	Q1 2021 Filed on Apr 21, 2021	4,500	$39.27 - $91.68 $177K - $413K
PRG Prog Holdings, Inc. Industrials	Q1 2021 Filed on Apr 21, 2021	4,237	$43.17 - $58.62 $183K - $248K
MPW Medical Properties Trust Inc Real Estate	Q1 2021 Filed on Apr 21, 2021	11,067	$20.49 - $22.68 $227K - $251K
SIRI Sirius Xm Holdings Inc. Communication Services	Q1 2021 Filed on Apr 21, 2021	14,952	$5.79 - $6.87 $86.6K - $103K
KOD Kodiak Sciences Inc. Healthcare	Q1 2021 Filed on Apr 21, 2021	1,700	$110.45 - $164.47 $188K - $280K
JJSF J&J Snack Foods Corp Consumer Defensive	Q1 2021 Filed on Apr 21, 2021	1,350	$149.41 - $168.38 $202K - $227K
Alexion Pharmaceuticals Inc	Q1 2021 Filed on Apr 21, 2021	1,433	N/A
TAL Tal Education Group Consumer Defensive	Q1 2021 Filed on Apr 21, 2021	5,018	$52.09 - $90.15 $261K - $452K
MORN Morningstar, Inc. Financial Services	Q1 2021 Filed on Apr 21, 2021	1,008	$216.45 - $252.61 $218K - $255K
KB Kb Financial Group Inc. Financial Services	Q1 2021 Filed on Apr 21, 2021	5,374	$36.26 - $49.43 $195K - $266K
EXPO Exponent Inc Industrials	Q1 2021 Filed on Apr 21, 2021	2,518	$82.58 - $99.73 $208K - $251K
ZTO Zto Express (Cayman) Inc. Industrials	Q4 2020 Filed on Feb 09, 2021	8,769	$26.7 - $33.24 $234K - $291K
Proshares Tr	Q4 2020 Filed on Feb 09, 2021	13,100	N/A
Aarons Inc	Q4 2020 Filed on Feb 09, 2021	4,635	N/A
ZM Zoom Video Communications, Inc. Technology	Q4 2020 Filed on Feb 09, 2021	663	$337.32 - $568.34 $224K - $377K
Urovant Sciences LTD	Q4 2020 Filed on Feb 09, 2021	34,388	N/A
SUB Ishares Short Term National Mu ETFs	Q4 2020 Filed on Feb 09, 2021	3,080	$107.6 - $108.11 $331K - $333K
Direxion Shs ETF Tr	Q4 2020 Filed on Feb 09, 2021	15,000	N/A
CLX Clorox CO Consumer Defensive	Q4 2020 Filed on Feb 09, 2021	1,388	$194.91 - $221.17 $271K - $307K
EBAY Ebay Inc Consumer Cyclical	Q4 2020 Filed on Feb 09, 2021	20,746	$46.54 - $57.59 $966K - $1.19M
Peoples United Financial Inc	Q4 2020 Filed on Feb 09, 2021	11,824	N/A

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