Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
BCOR
Blucora, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
84
$8.95 - $26.0 $752 - $2.18K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
18
$27.64 - $45.48 $498 - $819
HSY
Hershey CO

Consumer Defensive
Q1 2020 Filed on May 07, 2020
8
$111.43 - $160.95 $891 - $1.29K
Investors Real Estate Tr
Q1 2020 Filed on May 07, 2020
90
N/A
SON
Sonoco Products CO

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
6
$37.92 - $60.88 $228 - $365
TFX
Teleflex Inc

Healthcare
Q1 2020 Filed on May 07, 2020
2
$225.31 - $395.14 $451 - $790
TDC
Teradata Corp

Technology
Q1 2020 Filed on May 07, 2020
7
$18.15 - $27.29 $127 - $191
URBN
Urban Outfitters Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
2
$13.39 - $29.06 $26.8 - $58.1
TEX
Terex Corp

Industrials
Q1 2020 Filed on May 07, 2020
5
$12.47 - $30.17 $62.4 - $151
TTEK
Tetra Tech Inc

Industrials
Q1 2020 Filed on May 07, 2020
3
$67.02 - $98.26 $201 - $295
TCBI
Texas Capital Bancshares Inc

Financial Services
Q1 2020 Filed on May 07, 2020
3
$19.29 - $58.16 $57.9 - $174
WBS
Webster Financial Corp

Financial Services
Q1 2020 Filed on May 07, 2020
5
$18.42 - $53.6 $92.1 - $268
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
4
$30.41 - $71.52 $122 - $286
FXI
Ishares Tr

ETFs
Q1 2020 Filed on May 07, 2020
200
$33.91 - $45.28 $6.78K - $9.06K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q1 2020 Filed on May 07, 2020
2,225
$13.93 - $30.29 $31K - $67.4K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on May 07, 2020
370
$54.38 - $96.81 $20.1K - $35.8K
VT
Vanguard Total World Stk Index

ETFs
Q1 2020 Filed on May 07, 2020
189
$54.48 - $83.17 $10.3K - $15.7K
ASIX
Advan Six Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
170
$8.51 - $20.0 $1.45K - $3.4K
SR
Spire Inc

Utilities
Q1 2020 Filed on May 07, 2020
2
$60.26 - $87.6 $121 - $175
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
8
$72.03 - $172.53 $576 - $1.38K
STLD
Steel Dynamics Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
13
$15.5 - $33.86 $202 - $440
SRCL
Stericycle Inc

Industrials
Q1 2020 Filed on May 07, 2020
2
$40.69 - $65.78 $81.4 - $132
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on May 07, 2020
22
$12.8 - $36.42 $282 - $801
Tcf Financial Corporation Ne
Q1 2020 Filed on May 07, 2020
4
N/A
TKR
Timken CO

Industrials
Q1 2020 Filed on May 07, 2020
1
$24.27 - $58.46 $24.3 - $58.5
DVY
Ishares Tr

ETFs
Q1 2020 Filed on May 07, 2020
135
$62.67 - $107.3 $8.46K - $14.5K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
19
$21.28 - $89.74 $404 - $1.71K
UNFI
United Natural Foods Inc

Consumer Defensive
Q1 2020 Filed on May 07, 2020
1,000
$5.43 - $11.93 $5.43K - $11.9K
URI
United Rentals, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
5
$69.59 - $168.65 $348 - $843
Universal Fst Prods Inc
Q1 2020 Filed on May 07, 2020
3
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
4
$45.99 - $100.23 $184 - $401
Aqua America Inc
Q1 2020 Filed on May 07, 2020
146
N/A
Varian Med Sys Inc
Q1 2020 Filed on May 07, 2020
5
N/A
VRSN
Verisign Inc

Technology
Q1 2020 Filed on May 07, 2020
2
$151.17 - $216.94 $302 - $434
VIAV
Viavi Solutions Inc.

Technology
Q1 2020 Filed on May 07, 2020
12
$9.0 - $15.88 $108 - $191
UNF
Unifirst Corp

Industrials
Q1 2020 Filed on May 07, 2020
1
$127.72 - $216.23 $128 - $216
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
100
$8.06 - $21.85 $806 - $2.19K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
9
$13.8 - $49.25 $124 - $443
REET
Ishares Global Reit ETF

ETFs
Q1 2020 Filed on May 07, 2020
295
$15.98 - $28.84 $4.71K - $8.51K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
8
$6.14 - $18.39 $49.1 - $147
TRMB
Trimble Inc.

Technology
Q1 2020 Filed on May 07, 2020
14
$21.32 - $46.13 $298 - $646
TYL
Tyler Technologies Inc

Technology
Q1 2020 Filed on May 07, 2020
2
$260.76 - $338.43 $522 - $677
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
5
$44.18 - $93.46 $221 - $467
UGI
Ugi Corp

Utilities
Q1 2020 Filed on May 07, 2020
8
$22.92 - $44.76 $183 - $358
UMBF
Umb Financial Corp

Financial Services
Q1 2020 Filed on May 07, 2020
2
$42.5 - $69.79 $85 - $140
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2020 Filed on May 07, 2020
12
$9.27 - $18.41 $111 - $221
AZN
Astrazeneca PLC

Healthcare
Q1 2020 Filed on May 07, 2020
66
$37.79 - $51.33 $2.49K - $3.39K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2020 Filed on May 07, 2020
34
$15.32 - $40.87 $521 - $1.39K
Crane CO
Q1 2020 Filed on May 07, 2020
3
N/A
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