Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
1
$465.21 - $933.84 $465 - $934
CIEN
Ciena Corp

Technology
Q1 2020 Filed on May 07, 2020
7
$34.5 - $44.47 $242 - $311
CINF
Cincinnati Financial Corp

Financial Services
Q1 2020 Filed on May 07, 2020
23
$66.78 - $115.21 $1.54K - $2.65K
CBT
Cabot Corp

Basic Materials
Q1 2020 Filed on May 07, 2020
2
$21.08 - $47.1 $42.2 - $94.2
BC
Brunswick Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
5
$26.95 - $65.76 $135 - $329
Arconic Inc
Q1 2020 Filed on May 07, 2020
29
N/A
AVA
Avista Corp

Utilities
Q1 2020 Filed on May 07, 2020
3
$33.04 - $52.59 $99.1 - $158
BALL
Ball Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
6
$51.94 - $78.56 $312 - $471
Bancorpsouth Bk Tupelo Miss
Q1 2020 Filed on May 07, 2020
5
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2020 Filed on May 07, 2020
60
$27.49 - $51.48 $1.65K - $3.09K
WRB
Berkley W R Corp

Financial Services
Q1 2020 Filed on May 07, 2020
7
$28.91 - $52.99 $202 - $371
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
1
$320.01 - $409.07 $320 - $409
BKH
Black Hills Corp

Utilities
Q1 2020 Filed on May 07, 2020
3
$50.93 - $85.53 $153 - $257
Tech Data Corp
Q1 2020 Filed on May 07, 2020
252
N/A
HRB
H&R Block Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
26
$12.38 - $24.97 $322 - $649
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
2
$16.15 - $47.37 $32.3 - $94.7
BRO
Brown & Brown, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
9
$31.66 - $48.51 $285 - $437
CTAS
Cintas Corp

Industrials
Q1 2020 Filed on May 07, 2020
1
$157.06 - $304.26 $157 - $304
FITB
Fifth Third Bancorp

Financial Services
Q1 2020 Filed on May 07, 2020
66
$11.67 - $31.02 $770 - $2.05K
IDA
Idacorp Inc

Utilities
Q1 2020 Filed on May 07, 2020
3
$74.34 - $113.18 $223 - $340
PML
Pimco Municipal Income Fund Ii

Financial Services
Q1 2020 Filed on May 07, 2020
500
$10.1 - $15.97 $5.05K - $7.99K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q1 2020 Filed on May 07, 2020
1,163
$49.59 - $53.19 $57.7K - $61.9K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
804
$14.34 - $24.61 $11.5K - $19.8K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
2
$36.81 - $129.25 $73.6 - $259
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2020 Filed on May 07, 2020
2
$281.31 - $380.25 $563 - $761
MPC
Marathon Petroleum Corp

Energy
Q1 2020 Filed on May 07, 2020
40
$16.62 - $61.91 $665 - $2.48K
MRO
Marathon Oil Corp

Energy
Q1 2020 Filed on May 07, 2020
80
$3.24 - $13.96 $259 - $1.12K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
46
$59.98 - $89.64 $2.76K - $4.12K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
6
$17.63 - $43.45 $106 - $261
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on May 07, 2020
1,340
$28.19 - $51.45 $37.8K - $68.9K
INTU
Intuit Inc

Technology
Q1 2020 Filed on May 07, 2020
1
$194.72 - $305.61 $195 - $306
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
4
$144.12 - $277.61 $576 - $1.11K
PPL
Ppl Corp

Utilities
Q1 2020 Filed on May 07, 2020
134
$18.59 - $36.74 $2.49K - $4.92K
IEX
Idex Corp

Industrials
Q1 2020 Filed on May 07, 2020
3
$114.0 - $176.81 $342 - $530
ILMN
Illumina, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
6
$209.2 - $335.53 $1.26K - $2.01K
INCY
Incyte Corp

Healthcare
Q1 2020 Filed on May 07, 2020
1
$63.18 - $85.97 $63.2 - $86
Ingersoll Rand PLC
Q1 2020 Filed on May 07, 2020
10
N/A
INGR
Ingredion Inc

Consumer Defensive
Q1 2020 Filed on May 07, 2020
2
$60.8 - $98.51 $122 - $197
MASI
Masimo Corp

Healthcare
Q1 2020 Filed on May 07, 2020
3
$148.38 - $186.78 $445 - $560
MAS
Masco Corp

Industrials
Q1 2020 Filed on May 07, 2020
17
$27.53 - $49.9 $468 - $848
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2020 Filed on May 07, 2020
4
$28.59 - $39.76 $114 - $159
IART
Integra Lifesciences Holdings Corp

Healthcare
Q1 2020 Filed on May 07, 2020
4
$36.67 - $61.04 $147 - $244
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
2
$94.28 - $142.67 $189 - $285
IRM
Iron Mountain Inc

Real Estate
Q1 2020 Filed on May 07, 2020
7
$22.4 - $34.45 $157 - $241
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
4
$15.15 - $41.97 $60.6 - $168
OKE
Oneok Inc

Energy
Q1 2020 Filed on May 07, 2020
226
$15.37 - $77.52 $3.47K - $17.5K
KEY
Keycorp

Financial Services
Q1 2020 Filed on May 07, 2020
71
$8.16 - $20.26 $579 - $1.44K
KIM
Kimco Realty Corp

Real Estate
Q1 2020 Filed on May 07, 2020
94
$9.41 - $20.45 $885 - $1.92K
Liberty Ppty Tr
Q1 2020 Filed on May 07, 2020
8
N/A
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