Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
CEIX
Consol Energy Inc.

Energy
Q4 2019 Filed on Jan 28, 2020
1
$11.82 - $15.44 $11.8 - $15.4
Cbs Corp New
Q4 2019 Filed on Jan 28, 2020
595
N/A
Celgene Corp
Q4 2019 Filed on Jan 28, 2020
39
N/A
CNP
Centerpoint Energy Inc

Utilities
Q4 2019 Filed on Jan 28, 2020
47
$24.39 - $30.16 $1.15K - $1.42K
BHP
Bhp Group LTD

Basic Materials
Q4 2019 Filed on Jan 28, 2020
50
$42.35 - $49.34 $2.12K - $2.47K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2019 Filed on Jan 28, 2020
0
$24.83 - $27.51 $0 - $0
CLX
Clorox CO

Consumer Defensive
Q4 2019 Filed on Jan 28, 2020
4
$145.02 - $153.54 $580 - $614
ECL
Ecolab Inc.

Basic Materials
Q4 2019 Filed on Jan 28, 2020
209
$182.06 - $195.86 $38.1K - $40.9K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2019 Filed on Jan 28, 2020
0
$54.56 - $60.24 $0 - $0
Bb&T Corp
Q4 2019 Filed on Jan 28, 2020
73
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Jan 28, 2020
0
$54.73 - $60.25 $0 - $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Jan 28, 2020
0
$40.97 - $46.72 $0 - $0
MNP
Western Asset Municipal Partners Fund Inc.

Financial Services
Q3 2019 Filed on Oct 22, 2019
973
$14.76 - $15.7 $14.4K - $15.3K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q3 2019 Filed on Oct 22, 2019
116
$23.55 - $25.49 $2.73K - $2.96K
SHV
Ishares Tr

ETFs
Q3 2019 Filed on Oct 22, 2019
754
$110.45 - $110.67 $83.3K - $83.4K
Key Energy Svcs Inc Del
Q3 2019 Filed on Oct 22, 2019
51
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2019 Filed on Oct 22, 2019
11,102
$90.65 - $95.92 $1.01M - $1.06M
ET
Energy Transfer LP

Energy
Q3 2019 Filed on Oct 22, 2019
126
$13.02 - $15.1 $1.64K - $1.9K
American Intl Group Inc
Q3 2019 Filed on Oct 22, 2019
5
N/A
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q3 2019 Filed on Oct 22, 2019
6,874
$9.42 - $9.78 $64.8K - $67.2K
Oasis Pete Inc New
Q3 2019 Filed on Oct 22, 2019
281
N/A
JRS
Nuveen Real Estate Income Fund

Financial Services
Q3 2019 Filed on Oct 22, 2019
398
$10.41 - $10.99 $4.14K - $4.37K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2019 Filed on Apr 17, 2019
17,671
N/A
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q1 2019 Filed on Apr 17, 2019
170,413
$14.09 - $16.18 $2.4M - $2.76M
FEX
First Tr Large Cap Core Alphde

ETFs
Q1 2019 Filed on Apr 17, 2019
4,784
$51.09 - $59.72 $244K - $286K
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q1 2019 Filed on Apr 17, 2019
13,525
$0.59 - $1.05 $7.98K - $14.2K
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