Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
IGF
Ishares Global Infrastructure

ETFs
Q3 2021 Filed on Oct 20, 2021
137
$44.87 - $47.47 $6.15K - $6.5K
MBB
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
57
$107.99 - $108.77 $6.16K - $6.2K
EFG
Msci Eafe Growth ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
80
$105.79 - $113.94 $8.46K - $9.12K
IAT
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
800
$53.73 - $61.75 $43K - $49.4K
SLV
I Shares Silver Trust

ETFs
Q3 2021 Filed on Oct 20, 2021
621
$19.95 - $24.55 $12.4K - $15.2K
IYH
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
23
$275.57 - $296.34 $6.34K - $6.82K
IYG
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
111
$59.43 - $64.96 $6.6K - $7.21K
PLUG
Plug Power Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
600
$23.76 - $33.31 $14.3K - $20K
PII
Polaris Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
100
$115.3 - $139.0 $11.5K - $13.9K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q3 2021 Filed on Oct 20, 2021
1,500
$39.41 - $46.28 $59.1K - $69.4K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Oct 20, 2021
166
$118.69 - $138.49 $19.7K - $23K
STOR
Store Capital Corp

Real Estate
Q3 2021 Filed on Oct 20, 2021
113
$32.03 - $36.76 $3.62K - $4.15K
SSYS
Stratasys Ltd.

Technology
Q3 2021 Filed on Oct 20, 2021
50
$19.4 - $25.14 $970 - $1.26K
TT
Trane Technologies PLC

Industrials
Q3 2021 Filed on Oct 20, 2021
10
$172.65 - $206.56 $1.73K - $2.07K
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
631
$53.95 - $60.15 $34K - $38K
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
200
$13.25 - $15.13 $2.65K - $3.03K
RESE
Wisdomtree Emerging Markets Es

ETFs
Q3 2021 Filed on Oct 20, 2021
164
N/A
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q3 2021 Filed on Oct 20, 2021
167
$66.53 - $70.99 $11.1K - $11.9K
RESD
Wisdomtree International Esg F

ETFs
Q3 2021 Filed on Oct 20, 2021
611
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q3 2021 Filed on Oct 20, 2021
987
$30.22 - $32.27 $29.8K - $31.9K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
358
$79.02 - $89.39 $28.3K - $32K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2021 Filed on Oct 20, 2021
303
$31.24 - $31.31 $9.47K - $9.49K
PLM
Polymet Mining Corp

Basic Materials
Q3 2021 Filed on Oct 20, 2021
1,027
$3.05 - $3.94 $3.13K - $4.05K
QS
Quantum Scape Corp

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
146
$19.3 - $27.68 $2.82K - $4.04K
DGX
Quest Diagnostics Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
26
$132.95 - $158.0 $3.46K - $4.11K
RTX
Raytheon Technologies Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
299
$81.05 - $88.62 $24.2K - $26.5K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
36
$69.51 - $92.41 $2.5K - $3.33K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2021 Filed on Oct 20, 2021
594
$31.76 - $33.8 $18.9K - $20.1K
STX
Seagate Technology Holdings PLC

Technology
Q3 2021 Filed on Oct 20, 2021
80
$81.57 - $94.13 $6.53K - $7.53K
XLV
Select Sector Spdr Fund Health

ETFs
Q3 2021 Filed on Oct 20, 2021
150
$127.07 - $136.85 $19.1K - $20.5K
XLC
Select Sector Spdr Tr Communic

ETFs
Q3 2021 Filed on Oct 20, 2021
896
$79.63 - $86.05 $71.3K - $77.1K
Sequential Brands
Q3 2021 Filed on Oct 20, 2021
1
N/A
Slack Technologies
Q3 2021 Filed on Oct 20, 2021
500
N/A
SNOW
Snowflake Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
5
$236.75 - $324.08 $1.18K - $1.62K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
254
$257.41 - $401.12 $65.4K - $102K
SYK
Stryker Corp

Healthcare
Q3 2021 Filed on Oct 20, 2021
17
$248.9 - $280.09 $4.23K - $4.76K
CSA
Victory Portfolios Ii Shs Us S

ETFs
Q3 2021 Filed on Oct 20, 2021
88
$62.43 - $66.43 $5.49K - $5.85K
WU
Western Union CO

Financial Services
Q3 2021 Filed on Oct 20, 2021
112
$19.84 - $23.58 $2.22K - $2.64K
WTW
Willis Towers Watson PLC

Financial Services
Q3 2021 Filed on Oct 20, 2021
8
$201.6 - $236.75 $1.61K - $1.89K
XRX
Xerox Holdings Corp

Technology
Q3 2021 Filed on Oct 20, 2021
41
$20.17 - $24.81 $827 - $1.02K
ZTS
Zoetis Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
9
$189.29 - $209.69 $1.7K - $1.89K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
2
$38.5 - $45.89 $77 - $91.8
FDM
First Trust Dow Jones Select M

ETFs
Q3 2021 Filed on Oct 20, 2021
1,000
$57.24 - $62.5 $57.2K - $62.5K
AFL
Aflac Inc

Financial Services
Q3 2021 Filed on Oct 20, 2021
17
$51.35 - $57.52 $873 - $978
ABNB
Airbnb, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
68
$131.88 - $175.88 $8.97K - $12K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
50
$56.38 - $72.1 $2.82K - $3.6K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Oct 20, 2021
6
$226.79 - $299.17 $1.36K - $1.8K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q3 2021 Filed on Oct 20, 2021
400
$48.84 - $55.03 $19.5K - $22K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2021 Filed on Oct 20, 2021
8
$176.8 - $208.97 $1.41K - $1.67K
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