Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
CSX
Csx Corp

Industrials
Q1 2020 Filed on May 07, 2020
12
$15.89 - $26.82 $191 - $322
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
3
$49.22 - $97.85 $148 - $294
CW
Curtiss Wright Corp

Industrials
Q1 2020 Filed on May 07, 2020
3
$76.52 - $149.25 $230 - $448
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2020 Filed on May 07, 2020
30
$87.45 - $132.32 $2.62K - $3.97K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
18
$28.78 - $62.05 $518 - $1.12K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2020 Filed on May 07, 2020
100
$38.35 - $61.14 $3.84K - $6.11K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
8
$34.16 - $122.45 $273 - $980
DAR
Darling Ingredients Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
10
$14.03 - $29.46 $140 - $295
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
2
$91.16 - $201.18 $182 - $402
DRH
Diamond Rock Hospitality CO

Real Estate
Q1 2020 Filed on May 07, 2020
11
$2.15 - $11.02 $23.7 - $121
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
8
$107.9 - $143.34 $863 - $1.15K
Discovery Inc
Q1 2020 Filed on May 07, 2020
5
N/A
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
1
$56.72 - $168.8 $56.7 - $169
COTY
Coty Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
97
$3.74 - $12.18 $363 - $1.18K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q1 2020 Filed on May 07, 2020
100
$23.14 - $36.82 $2.31K - $3.68K
CNX
Cnx Resources Corp

Energy
Q1 2020 Filed on May 07, 2020
13
$5.03 - $9.0 $65.4 - $117
COHR
Ii Vi Inc

Technology
Q1 2020 Filed on May 07, 2020
2
$82.09 - $176.5 $164 - $353
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2020 Filed on May 07, 2020
19
$59.89 - $77.35 $1.14K - $1.47K
CMA
Comerica Inc

Financial Services
Q1 2020 Filed on May 07, 2020
22
$27.34 - $71.75 $601 - $1.58K
CBSH
Commerce Bancshares Inc

Financial Services
Q1 2020 Filed on May 07, 2020
5
$41.82 - $64.49 $209 - $322
CBU
Community Bank System, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
3
$48.4 - $71.52 $145 - $215
CVLT
Commvault Systems Inc

Technology
Q1 2020 Filed on May 07, 2020
2
$27.83 - $51.55 $55.7 - $103
Sequential Brnds Group Inc N
Q1 2020 Filed on May 07, 2020
69
N/A
COO
Cooper Companies, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
3
$243.44 - $359.98 $730 - $1.08K
Coresite Rlty Corp
Q1 2020 Filed on May 07, 2020
2
N/A
GLW
Corning Inc

Technology
Q1 2020 Filed on May 07, 2020
59
$17.75 - $30.4 $1.05K - $1.79K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2020 Filed on May 07, 2020
13
$16.46 - $30.6 $214 - $398
DISH
Dish Network Corp

Communication Services
Q1 2020 Filed on May 07, 2020
8
$18.15 - $41.29 $145 - $330
EMR
Emerson Electric CO

Industrials
Q1 2020 Filed on May 07, 2020
10
$38.08 - $77.87 $381 - $779
EHC
Encompass Health Corp

Healthcare
Q1 2020 Filed on May 07, 2020
2
$39.83 - $65.88 $79.7 - $132
ENS
Ener Sys

Industrials
Q1 2020 Filed on May 07, 2020
3
$38.24 - $77.94 $115 - $234
ETR
Entergy Corp

Utilities
Q1 2020 Filed on May 07, 2020
18
$78.18 - $134.78 $1.41K - $2.43K
EPR
Epr Properties

Real Estate
Q1 2020 Filed on May 07, 2020
3
$13.92 - $73.17 $41.8 - $220
EFX
Equifax Inc

Industrials
Q1 2020 Filed on May 07, 2020
4
$104.62 - $162.96 $418 - $652
EQR
Equity Residential

Real Estate
Q1 2020 Filed on May 07, 2020
26
$51.39 - $87.01 $1.34K - $2.26K
EVR
Evercore Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
2
$35.75 - $82.26 $71.5 - $165
EVRG
Evergy, Inc.

Utilities
Q1 2020 Filed on May 07, 2020
12
$44.92 - $73.91 $539 - $887
EXR
Extra Space Storage Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
9
$74.61 - $115.43 $671 - $1.04K
FFIV
F5, Inc.

Technology
Q1 2020 Filed on May 07, 2020
4
$90.55 - $140.76 $362 - $563
FDS
Factset Research Systems Inc

Financial Services
Q1 2020 Filed on May 07, 2020
3
$204.55 - $308.66 $614 - $926
FICO
Fair Isaac Corp

Technology
Q1 2020 Filed on May 07, 2020
2
$212.0 - $431.78 $424 - $864
EME
Emcor Group, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
3
$48.34 - $89.71 $145 - $269
Eldorado Resorts Inc
Q1 2020 Filed on May 07, 2020
2
N/A
Domtar Corp
Q1 2020 Filed on May 07, 2020
3
N/A
DORM
Dorman Products, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
2
$51.99 - $78.19 $104 - $156
DOV
Dover Corp

Industrials
Q1 2020 Filed on May 07, 2020
2
$65.37 - $119.92 $131 - $240
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on May 07, 2020
1,330
$22.3 - $34.12 $29.7K - $45.4K
Dunkin Brands Group Inc
Q1 2020 Filed on May 07, 2020
5
N/A
SNY
Sanofi

Healthcare
Q1 2020 Filed on May 07, 2020
40
$38.02 - $51.66 $1.52K - $2.07K
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