Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
KR
Kroger CO

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
98
$37.41 - $47.31 $3.67K - $4.64K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2021 Filed on Oct 20, 2021
12
$218.23 - $234.5 $2.62K - $2.81K
MTD
Mettler Toledo International Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
2
$1377.36 - $1604.05 $2.75K - $3.21K
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
26
$81.03 - $88.61 $2.11K - $2.3K
NFLX
Netflix Inc

Communication Services
Q3 2021 Filed on Oct 20, 2021
112
$510.72 - $610.34 $57.2K - $68.4K
NLSN
Nielsen Holdings PLC

Industrials
Q3 2021 Filed on Oct 20, 2021
24
$19.19 - $24.91 $461 - $598
NKE
Nike, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
50
$145.23 - $173.85 $7.26K - $8.69K
MPW
Medical Properties Trust Inc

Real Estate
Q3 2021 Filed on Oct 20, 2021
250
$19.66 - $21.92 $4.92K - $5.48K
NSC
Norfolk Southern Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
316
$239.24 - $273.35 $75.6K - $86.4K
NVDA
Nvidia Corp

Technology
Q3 2021 Filed on Oct 20, 2021
15
$181.61 - $228.43 $2.72K - $3.43K
PGR
Progressive Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
18
$90.35 - $99.88 $1.63K - $1.8K
MA
Mastercard Inc

Financial Services
Q3 2021 Filed on Oct 20, 2021
12
$337.38 - $393.26 $4.05K - $4.72K
LMT
Lockheed Martin Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
6
$336.05 - $383.48 $2.02K - $2.3K
PLD
Prologis, Inc.

Real Estate
Q3 2021 Filed on Oct 20, 2021
20
$119.98 - $138.99 $2.4K - $2.78K
QCOM
Qualcomm Inc

Technology
Q3 2021 Filed on Oct 20, 2021
200
$128.98 - $150.99 $25.8K - $30.2K
LIVN
Liva Nova PLC

Healthcare
Q3 2021 Filed on Oct 20, 2021
3
$76.02 - $88.62 $228 - $266
LEN
Lennar Corp

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
44
$93.68 - $108.84 $4.12K - $4.79K
LDOS
Leidos Holdings, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
27
$90.9 - $107.11 $2.45K - $2.89K
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Oct 20, 2021
450
$55.86 - $63.61 $25.1K - $28.6K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
2,444
$38.28 - $41.49 $93.6K - $101K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
15
$78.14 - $90.62 $1.17K - $1.36K
AEE
Ameren Corp

Utilities
Q3 2021 Filed on Oct 20, 2021
33
$80.7 - $89.98 $2.66K - $2.97K
AMT
American Tower Corp

Real Estate
Q3 2021 Filed on Oct 20, 2021
10
$265.41 - $303.62 $2.65K - $3.04K
AWK
American Water Works Company, Inc.

Utilities
Q3 2021 Filed on Oct 20, 2021
12
$155.57 - $188.75 $1.87K - $2.27K
ADI
Analog Devices Inc

Technology
Q3 2021 Filed on Oct 20, 2021
15
$158.98 - $178.53 $2.38K - $2.68K
ADSK
Autodesk, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
13
$279.35 - $342.27 $3.63K - $4.45K
ADP
Automatic Data Processing Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
23
$197.05 - $216.72 $4.53K - $4.98K
BDX
Becton Dickinson & CO

Healthcare
Q3 2021 Filed on Oct 20, 2021
12
$232.72 - $256.47 $2.79K - $3.08K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
534
$14.68 - $15.16 $7.84K - $8.1K
BSX
Boston Scientific Corp

Healthcare
Q3 2021 Filed on Oct 20, 2021
53
$41.23 - $45.88 $2.19K - $2.43K
AVGO
Broadcom Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
10
$465.67 - $509.74 $4.66K - $5.1K
CPB
Campbell Soup CO

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
43
$40.43 - $46.08 $1.74K - $1.98K
CCL
Carnival Corp

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
115
$19.72 - $26.38 $2.27K - $3.03K
AMCR
Amcor PLC

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
20
$11.25 - $12.85 $225 - $257
ALL
Allstate Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
118
$127.31 - $137.87 $15K - $16.3K
ALLE
Allegion PLC

Industrials
Q3 2021 Filed on Oct 20, 2021
5
$132.18 - $148.13 $661 - $741
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
45
$45.58 - $51.78 $2.05K - $2.33K
WM
Waste Management Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
7
$141.17 - $155.85 $988 - $1.09K
WEC
Wec Energy Group, Inc.

Utilities
Q3 2021 Filed on Oct 20, 2021
200
$87.77 - $97.59 $17.6K - $19.5K
WEX
Wex Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
24
$164.23 - $202.85 $3.94K - $4.87K
WY
Weyerhaeuser CO

Real Estate
Q3 2021 Filed on Oct 20, 2021
401
$32.95 - $37.26 $13.2K - $14.9K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
325
$78.77 - $122.4 $25.6K - $39.8K
XEL
Xcel Energy Inc

Utilities
Q3 2021 Filed on Oct 20, 2021
1,565
$61.42 - $70.61 $96.1K - $111K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
169
$136.35 - $158.76 $23K - $26.8K
ACN
Accenture PLC

Technology
Q3 2021 Filed on Oct 20, 2021
15
$300.0 - $344.43 $4.5K - $5.17K
ADBE
Adobe Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
7
$575.72 - $666.59 $4.03K - $4.67K
AMD
Advanced Micro Devices Inc

Technology
Q3 2021 Filed on Oct 20, 2021
66
$85.89 - $118.77 $5.67K - $7.84K
A
Agilent Technologies, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
18
$147.58 - $179.28 $2.66K - $3.23K
CB
Chubb LTD

Financial Services
Q3 2021 Filed on Oct 20, 2021
40
$157.95 - $186.68 $6.32K - $7.47K
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