Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
PCAR
Paccar Inc

Industrials
Q1 2020 Filed on May 07, 2020
18
$49.91 - $79.51 $898 - $1.43K
QRVO
Qorvo, Inc.

Technology
Q1 2020 Filed on May 07, 2020
8
$69.36 - $118.68 $555 - $949
PVH
Pvh Corp.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
5
$29.05 - $106.23 $145 - $531
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
18
$17.74 - $46.98 $319 - $846
PTC
Ptc Inc.

Technology
Q1 2020 Filed on May 07, 2020
6
$48.45 - $88.62 $291 - $532
PSB
Ps Business Parks, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
1
$110.17 - $173.1 $110 - $173
PB
Prosperity Bancshares Inc

Financial Services
Q1 2020 Filed on May 07, 2020
4
$43.07 - $74.87 $172 - $299
LENB
Lennar Corporation Cl B
Q1 2020 Filed on May 07, 2020
6
N/A
NRG
Nrg Energy, Inc.

Utilities
Q1 2020 Filed on May 07, 2020
19
$21.99 - $40.06 $418 - $761
OLN
Olin Corp

Basic Materials
Q1 2020 Filed on May 07, 2020
9
$9.34 - $19.06 $84.1 - $172
VSH
Vishay Intertechnology Inc

Technology
Q1 2020 Filed on May 07, 2020
8
$11.82 - $23.12 $94.6 - $185
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
2
$13.55 - $34.45 $27.1 - $68.9
WWD
Woodward, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
3
$50.24 - $127.84 $151 - $384
Wyndham Destinations Inc
Q1 2020 Filed on May 07, 2020
4
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
6
$21.59 - $62.57 $130 - $375
PSCE
Invesco S&P Smallcap Energy Et

ETFs
Q1 2020 Filed on May 07, 2020
300
$2.12 - $7.76 $636 - $2.33K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
3
$56.52 - $106.78 $170 - $320
ZBRA
Zebra Technologies Corp

Technology
Q1 2020 Filed on May 07, 2020
3
$161.51 - $259.14 $485 - $777
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2020 Filed on May 07, 2020
5
$24.08 - $52.44 $120 - $262
WTFC
Wintrust Financial Corp

Financial Services
Q1 2020 Filed on May 07, 2020
3
$24.31 - $71.07 $72.9 - $213
WRK
West Rock CO

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
14
$22.08 - $43.68 $309 - $612
WAT
Waters Corp

Healthcare
Q1 2020 Filed on May 07, 2020
5
$162.36 - $244.09 $812 - $1.22K
WSO
Watsco Inc

Industrials
Q1 2020 Filed on May 07, 2020
1
$138.42 - $182.86 $138 - $183
WTS
Watts Water Technologies Inc

Industrials
Q1 2020 Filed on May 07, 2020
2
$72.43 - $108.24 $145 - $216
ATO
Atmos Energy Corp

Utilities
Q1 2020 Filed on May 07, 2020
223
$80.5 - $120.57 $18K - $26.9K
Weingarten Rlty Invs
Q1 2020 Filed on May 07, 2020
4
N/A
Wellcare Health Plans Inc
Q1 2020 Filed on May 07, 2020
3
N/A
WEN
Wendy'S CO

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
11
$7.47 - $23.94 $82.2 - $263
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2020 Filed on May 07, 2020
4
$128.96 - $174.76 $516 - $699
WDC
Western Digital Corp

Technology
Q1 2020 Filed on May 07, 2020
9
$29.19 - $70.93 $263 - $638
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 07, 2020
100
$19.69 - $45.6 $1.97K - $4.56K
Bristol Myers Squibb CO
Q1 2020 Filed on May 07, 2020
39
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
571
$13.45 - $56.12 $7.68K - $32K
Fs Kkr Capital Corp
Q1 2020 Filed on May 07, 2020
0
N/A
LNG
Cheniere Energy, Inc.

Energy
Q1 2020 Filed on May 07, 2020
1,685
$29.82 - $66.0 $50.2K - $111K
FE
Firstenergy Corp

Utilities
Q1 2020 Filed on May 07, 2020
192
$33.19 - $52.27 $6.37K - $10K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 07, 2020
527
$12.27 - $29.02 $6.47K - $15.3K
ENB
Enbridge Inc

Energy
Q1 2020 Filed on May 07, 2020
2,856
$23.74 - $43.06 $67.8K - $123K
COP
Conocophillips

Energy
Q1 2020 Filed on May 07, 2020
106
$22.67 - $66.48 $2.4K - $7.05K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q1 2020 Filed on May 07, 2020
375
$41.11 - $59.49 $15.4K - $22.3K
CCI
Crown Castle International Corp

Real Estate
Q1 2020 Filed on May 07, 2020
38
$116.98 - $168.06 $4.45K - $6.39K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2020 Filed on May 07, 2020
25
$23.26 - $41.72 $582 - $1.04K
California Res Corp
Q1 2020 Filed on May 07, 2020
3
N/A
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
1,910
$19.95 - $37.33 $38.1K - $71.3K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2020 Filed on May 07, 2020
325
$32.1 - $54.4 $10.4K - $17.7K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2020 Filed on May 07, 2020
4,930
$10.83 - $16.19 $53.4K - $79.8K
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on May 07, 2020
140
$25.69 - $56.67 $3.6K - $7.93K
PARA
Paramount Global

Communication Services
Q1 2020 Filed on May 07, 2020
823
$11.28 - $42.13 $9.28K - $34.7K
BCE
Bce Inc

Communication Services
Q1 2020 Filed on May 07, 2020
78
$31.96 - $49.18 $2.49K - $3.84K
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