Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2020 Filed on May 07, 2020
6,754
$26.27 - $30.83 $177K - $208K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on May 07, 2020
1,992
$78.67 - $82.51 $157K - $164K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2020 Filed on May 07, 2020
15
$20.06 - $31.73 $301 - $476
ROK
Rockwell Automation, Inc

Industrials
Q1 2020 Filed on May 07, 2020
7
$120.68 - $209.37 $845 - $1.47K
ROL
Rollins Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
7
$21.05 - $27.15 $147 - $190
RPM
Rpm International Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
7
$46.81 - $76.26 $328 - $534
NEOG
Neogen Corp

Healthcare
Q1 2020 Filed on May 07, 2020
3
$27.01 - $36.38 $81 - $109
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
2
$49.13 - $86.99 $98.3 - $174
SLAB
Silicon Laboratories Inc.

Technology
Q1 2020 Filed on May 07, 2020
3
$68.75 - $121.92 $206 - $366
SCI
Service Corp International

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
11
$34.86 - $52.83 $383 - $581
SMTC
Semtech Corp

Technology
Q1 2020 Filed on May 07, 2020
4
$26.99 - $54.97 $108 - $220
SIGI
Selective Insurance Group Inc

Financial Services
Q1 2020 Filed on May 07, 2020
3
$41.31 - $69.98 $124 - $210
NJR
New Jersey Resources Corp

Utilities
Q1 2020 Filed on May 07, 2020
5
$24.61 - $44.34 $123 - $222
SEIC
Sei Investments CO

Financial Services
Q1 2020 Filed on May 07, 2020
8
$36.59 - $69.24 $293 - $554
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
42
$10.55 - $20.53 $443 - $862
Seagate Technology PLC
Q1 2020 Filed on May 07, 2020
15
N/A
KMI
Kinder Morgan, Inc.

Energy
Q1 2020 Filed on May 07, 2020
877
$9.98 - $22.24 $8.75K - $19.5K
NEU
Newmarket Corp

Basic Materials
Q1 2020 Filed on May 07, 2020
1
$328.89 - $480.79 $329 - $481
NEM
Newmont Corp

Basic Materials
Q1 2020 Filed on May 07, 2020
9
$39.5 - $52.35 $356 - $471
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2020 Filed on May 07, 2020
400
$71.66 - $118.71 $28.7K - $47.5K
SKYW
Skywest Inc

Industrials
Q1 2020 Filed on May 07, 2020
3
$12.07 - $66.2 $36.2 - $199
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2020 Filed on May 07, 2020
4
$57.29 - $164.65 $229 - $659
PPG
Ppg Industries Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
8
$72.5 - $131.6 $580 - $1.05K
POST
Post Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
4
$46.83 - $73.34 $187 - $293
POOL
Pool Corp

Industrials
Q1 2020 Filed on May 07, 2020
1
$167.78 - $236.0 $168 - $236
NWSA
News Corp

Communication Services
Q1 2020 Filed on May 07, 2020
10
$8.23 - $14.91 $82.3 - $149
PNM
Pnm Resources Inc

Utilities
Q1 2020 Filed on May 07, 2020
3
$29.93 - $55.79 $89.8 - $167
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
30
$80.64 - $160.81 $2.42K - $4.82K
PXD
Pioneer Natural Resources CO

Energy
Q1 2020 Filed on May 07, 2020
8
$56.77 - $158.11 $454 - $1.26K
PKI
Perkinelmer Inc

Healthcare
Q1 2020 Filed on May 07, 2020
6
$66.71 - $101.73 $400 - $610
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
7
$85.26 - $123.91 $597 - $867
PAYX
Paychex Inc

Industrials
Q1 2020 Filed on May 07, 2020
12
$50.39 - $90.23 $605 - $1.08K
PH
Parker Hannifin Corp

Industrials
Q1 2020 Filed on May 07, 2020
7
$97.56 - $215.28 $683 - $1.51K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
5
$76.22 - $110.72 $381 - $554
OGS
One Gas, Inc.

Utilities
Q1 2020 Filed on May 07, 2020
3
$67.62 - $96.69 $203 - $290
OMC
Omnicom Group Inc.

Communication Services
Q1 2020 Filed on May 07, 2020
7
$48.3 - $80.49 $338 - $563
IYE
Ishares Tr

ETFs
Q1 2020 Filed on May 07, 2020
100
$12.58 - $32.54 $1.26K - $3.25K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
3
$34.25 - $62.51 $103 - $188
ORI
Old Republic International Corp

Financial Services
Q1 2020 Filed on May 07, 2020
9
$12.33 - $23.49 $111 - $211
PRI
Primerica, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
3
$62.35 - $136.89 $187 - $411
ONB
Old National Bancorp

Financial Services
Q1 2020 Filed on May 07, 2020
6
$12.16 - $18.48 $73 - $111
RF
Regions Financial Corp

Financial Services
Q1 2020 Filed on May 07, 2020
113
$7.36 - $17.09 $832 - $1.93K
REG
Regency Centers Corp

Real Estate
Q1 2020 Filed on May 07, 2020
2
$34.88 - $64.24 $69.8 - $128
RRX
Regal Rexnord Corp

Industrials
Q1 2020 Filed on May 07, 2020
2
$53.13 - $89.78 $106 - $180
Raytheon CO
Q1 2020 Filed on May 07, 2020
9
N/A
RJF
Raymond James Financial Inc

Financial Services
Q1 2020 Filed on May 07, 2020
7
$36.73 - $67.51 $257 - $473
PWR
Quanta Services, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
9
$23.8 - $41.32 $214 - $372
Logmein Inc
Q1 2020 Filed on May 07, 2020
27
N/A
NDSN
Nordson Corp

Industrials
Q1 2020 Filed on May 07, 2020
2
$99.46 - $178.76 $199 - $358
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