Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
E Trade Financial Corp
Q1 2020 Filed on May 07, 2020
3
N/A
EWBC
East West Bancorp Inc

Financial Services
Q1 2020 Filed on May 07, 2020
8
$25.74 - $50.93 $206 - $407
EGP
Eastgroup Properties Inc

Real Estate
Q1 2020 Filed on May 07, 2020
2
$88.12 - $142.36 $176 - $285
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2020 Filed on May 07, 2020
122
$11.59 - $20.43 $1.41K - $2.49K
Eaton Vance Corp
Q1 2020 Filed on May 07, 2020
7
N/A
EIX
Edison International

Utilities
Q1 2020 Filed on May 07, 2020
7
$44.47 - $78.2 $311 - $547
El Paso Elec CO
Q1 2020 Filed on May 07, 2020
2
N/A
FAST
Fastenal CO

Industrials
Q1 2020 Filed on May 07, 2020
10
$28.18 - $39.02 $282 - $390
CRUS
Cirrus Logic, Inc.

Technology
Q1 2020 Filed on May 07, 2020
3
$50.55 - $86.04 $152 - $258
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
72
$16.97 - $63.05 $1.22K - $4.54K
ALGN
Align Technology Inc

Healthcare
Q1 2020 Filed on May 07, 2020
1
$137.72 - $298.07 $138 - $298
Y
Alleghany Corp

Financial Services
Q1 2020 Filed on May 07, 2020
1
$452.84 - $839.47 $453 - $839
ATI
Allegheny Technologies Inc

Industrials
Q1 2020 Filed on May 07, 2020
5
$5.23 - $20.6 $26.2 - $103
United Technologies Corp
Q1 2020 Filed on May 07, 2020
541
N/A
AMCX
Amc Networks Inc.

Communication Services
Q1 2020 Filed on May 07, 2020
1
$22.29 - $42.35 $22.3 - $42.4
TUP
Tupperware Brands Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
276
$1.25 - $9.42 $345 - $2.6K
AXP
American Express CO

Financial Services
Q1 2020 Filed on May 07, 2020
10
$68.96 - $136.93 $690 - $1.37K
AFG
American Financial Group Inc

Financial Services
Q1 2020 Filed on May 07, 2020
4
$46.98 - $114.53 $188 - $458
AIG
American International Group, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
45
$18.78 - $54.47 $845 - $2.45K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2020 Filed on May 07, 2020
6
$82.88 - $179.72 $497 - $1.08K
Aon PLC
Q1 2020 Filed on May 07, 2020
6
N/A
Apartment Invt & Mgmt CO
Q1 2020 Filed on May 07, 2020
5
N/A
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
5
$114.92 - $174.93 $575 - $875
ALB
Albemarle Corp

Basic Materials
Q1 2020 Filed on May 07, 2020
4
$50.9 - $94.31 $204 - $377
VDE
Vanguard Energy ETF

ETFs
Q1 2020 Filed on May 07, 2020
356
$31.29 - $82.78 $11.1K - $29.5K
VTHR
Vanguard Russell 3000 ETF

ETFs
Q1 2020 Filed on May 07, 2020
90
$100.69 - $153.98 $9.06K - $13.9K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
48
$33.22 - $89.84 $1.59K - $4.31K
Whiting Pete Corp New
Q1 2020 Filed on May 07, 2020
250
N/A
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2020 Filed on May 07, 2020
4,500
$19.73 - $38.37 $88.8K - $173K
Aarons Inc
Q1 2020 Filed on May 07, 2020
4
N/A
ABMD
Abiomed Inc

Healthcare
Q1 2020 Filed on May 07, 2020
2
$130.51 - $196.01 $261 - $392
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2020 Filed on May 07, 2020
2
$52.05 - $64.37 $104 - $129
ATGE
Adtalem Global Education Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
4
$21.46 - $36.87 $85.8 - $147
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
1
$75.03 - $159.42 $75 - $159
UHT
Universal Health Realty Income Trust

Real Estate
Q1 2020 Filed on May 07, 2020
480
$56.62 - $130.37 $27.2K - $62.6K
AES
Aes Corp

Utilities
Q1 2020 Filed on May 07, 2020
76
$9.56 - $21.03 $727 - $1.6K
AGCO
Agco Corp

Industrials
Q1 2020 Filed on May 07, 2020
4
$36.97 - $78.22 $148 - $313
ATR
Aptargroup, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
2
$83.93 - $118.22 $168 - $236
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2020 Filed on May 07, 2020
23
$29.31 - $46.12 $674 - $1.06K
CACI
Caci International Inc

Technology
Q1 2020 Filed on May 07, 2020
2
$168.21 - $287.07 $336 - $574
CDNS
Cadence Design Systems Inc

Technology
Q1 2020 Filed on May 07, 2020
11
$54.32 - $80.02 $598 - $880
Caesars Entmt Corp
Q1 2020 Filed on May 07, 2020
21
N/A
CPT
Camden Property Trust

Real Estate
Q1 2020 Filed on May 07, 2020
5
$67.3 - $120.42 $337 - $602
COF
Capital One Financial Corp

Financial Services
Q1 2020 Filed on May 07, 2020
14
$42.87 - $106.76 $600 - $1.49K
KMX
Carmax Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
1
$44.27 - $101.9 $44.3 - $102
CRS
Carpenter Technology Corp

Industrials
Q1 2020 Filed on May 07, 2020
2
$14.87 - $49.48 $29.7 - $99
CTLT
Catalent, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
6
$36.95 - $62.95 $222 - $378
CBRE
Cbre Group, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
16
$29.83 - $64.25 $477 - $1.03K
CHE
Chemed Corp

Healthcare
Q1 2020 Filed on May 07, 2020
1
$351.57 - $507.2 $352 - $507
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