Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

$0
Q2 2022

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
BNDX Vanguard Total International B ETFs	Q3 2021 Filed on Oct 20, 2021	3,147	$56.96 - $58.06 $179K - $183K
SNPS Synopsys Inc Technology	Q3 2021 Filed on Oct 20, 2021	9	$274.48 - $337.74 $2.47K - $3.04K
SYY Sysco Corp Consumer Defensive	Q3 2021 Filed on Oct 20, 2021	22	$70.47 - $81.66 $1.55K - $1.8K
TTWO Take Two Interactive Software Inc Communication Services	Q3 2021 Filed on Oct 20, 2021	14	$145.25 - $178.97 $2.03K - $2.51K
FTI Technip Fmc PLC Energy	Q3 2021 Filed on Oct 20, 2021	68	$6.1 - $9.36 $415 - $636
TDY Teledyne Technologies Inc Technology	Q3 2021 Filed on Oct 20, 2021	2	$418.06 - $463.38 $836 - $927
TER Teradyne, Inc Technology	Q3 2021 Filed on Oct 20, 2021	11	$109.17 - $129.38 $1.2K - $1.42K
TXN Texas Instruments Inc Technology	Q3 2021 Filed on Oct 20, 2021	51	$183.8 - $200.65 $9.37K - $10.2K
TMO Thermo Fisher Scientific Inc. Healthcare	Q3 2021 Filed on Oct 20, 2021	7	$509.53 - $609.78 $3.57K - $4.27K
TJX Tjx Companies Inc Consumer Cyclical	Q3 2021 Filed on Oct 20, 2021	12	$65.03 - $75.81 $780 - $910
TSCO Tractor Supply CO Consumer Cyclical	Q3 2021 Filed on Oct 20, 2021	50	$180.81 - $211.87 $9.04K - $10.6K
TY Tri Continental Corp Financial Services	Q3 2021 Filed on Oct 20, 2021	780	$33.3 - $35.12 $26K - $27.4K
UNP Union Pacific Corp Industrials	Q3 2021 Filed on Oct 20, 2021	42	$196.01 - $228.35 $8.23K - $9.59K
ARKK Ark ETF Tr Innovation ETF (De) ETFs	Q3 2021 Filed on Oct 20, 2021	200	$109.72 - $129.16 $21.9K - $25.8K
BCRX Biocryst Pharmaceuticals Inc Healthcare	Q3 2021 Filed on Oct 20, 2021	390	$14.21 - $17.65 $5.54K - $6.88K
DAL Delta Air Lines, Inc. Industrials	Q3 2021 Filed on Oct 20, 2021	458	$37.93 - $44.23 $17.4K - $20.3K
DOCU Docusign, Inc. Technology	Q3 2021 Filed on Oct 20, 2021	265	$256.89 - $310.05 $68.1K - $82.2K
DASH Door Dash, Inc. Communication Services	Q3 2021 Filed on Oct 20, 2021	66	$167.33 - $222.91 $11K - $14.7K
Draftkings Inc	Q3 2021 Filed on Oct 20, 2021	242	N/A
WTRG Essential Utilities, Inc. Utilities	Q3 2021 Filed on Oct 20, 2021	135	$46.08 - $51.15 $6.22K - $6.91K
JETS ETF Ser Solutions U S Global J ETFs	Q3 2021 Filed on Oct 20, 2021	342	$21.57 - $24.62 $7.38K - $8.42K
ROBO Robo Global Robotics And Autom ETFs	Q3 2021 Filed on Oct 20, 2021	236	$62.71 - $69.78 $14.8K - $16.5K
QCLN First Tr Nasdaq Clean Edge Gre ETFs	Q3 2021 Filed on Oct 20, 2021	1,282	$61.72 - $68.76 $79.1K - $88.2K
FSK Fs Kkr Capital Corp Financial Services	Q3 2021 Filed on Oct 20, 2021	3,862	$20.66 - $23.37 $79.8K - $90.3K
BOTZ Global X Fds ETFs	Q3 2021 Filed on Oct 20, 2021	2,070	$32.76 - $39.39 $67.8K - $81.5K
HPQ Hp Inc Technology	Q3 2021 Filed on Oct 20, 2021	126	$26.83 - $30.7 $3.38K - $3.87K
BSMM Invesco Bulletshares 2022 Muni ETFs	Q3 2021 Filed on Oct 20, 2021	418	N/A
DK Delek Us Holdings, Inc. Energy	Q3 2021 Filed on Oct 20, 2021	132	$14.04 - $21.18 $1.85K - $2.8K
CRWD Crowd Strike Holdings, Inc. Technology	Q3 2021 Filed on Oct 20, 2021	24	$232.8 - $286.37 $5.59K - $6.87K
DOOO Brp Inc. Consumer Cyclical	Q3 2021 Filed on Oct 20, 2021	100	$76.03 - $100.33 $7.6K - $10K
CGC Canopy Growth Corp Healthcare	Q3 2021 Filed on Oct 20, 2021	775	$13.52 - $23.95 $10.5K - $18.6K
CAH Cardinal Health Inc Healthcare	Q3 2021 Filed on Oct 20, 2021	37	$49.46 - $59.99 $1.83K - $2.22K
CARR Carrier Global Corp Industrials	Q3 2021 Filed on Oct 20, 2021	288	$48.05 - $58.32 $13.8K - $16.8K
CVNA Carvana Co. Consumer Cyclical	Q3 2021 Filed on Oct 20, 2021	300	$301.54 - $370.1 $90.5K - $111K
SAVA Cassava Sciences Inc Healthcare	Q3 2021 Filed on Oct 20, 2021	1,000	$41.79 - $135.3 $41.8K - $135K
CE Celanese Corp Basic Materials	Q3 2021 Filed on Oct 20, 2021	16	$145.19 - $163.17 $2.32K - $2.61K
CSR Centerspace Real Estate	Q3 2021 Filed on Oct 20, 2021	16	$78.42 - $105.42 $1.25K - $1.69K
CHPT Charge Point Holdings, Inc. Consumer Cyclical	Q3 2021 Filed on Oct 20, 2021	100	$19.91 - $32.98 $1.99K - $3.3K
CRK Comstock Resources Inc Energy	Q3 2021 Filed on Oct 20, 2021	5,000	$5.15 - $10.35 $25.8K - $51.8K
CNDT Conduent Inc Technology	Q3 2021 Filed on Oct 20, 2021	5	$6.29 - $7.45 $31.5 - $37.3
COST Costco Wholesale Corp Consumer Defensive	Q3 2021 Filed on Oct 20, 2021	6	$394.53 - $467.75 $2.37K - $2.81K
Invesco Bulletshares	Q3 2021 Filed on Oct 20, 2021	420	N/A
PPT Putnam Premier Income Trust Financial Services	Q3 2021 Filed on Oct 20, 2021	2,050	$4.51 - $4.74 $9.25K - $9.72K
PHO Invesco Exchange Traded Fd Tr ETFs	Q3 2021 Filed on Oct 20, 2021	2,115	$53.8 - $59.62 $114K - $126K
ISRG Intuitive Surgical Inc Healthcare	Q3 2021 Filed on Oct 20, 2021	20	$309.15 - $360.85 $6.18K - $7.22K
IBM International Business Machines Corp Technology	Q3 2021 Filed on Oct 20, 2021	1,064	$127.12 - $140.38 $135K - $149K
INTC Intel Corp Technology	Q3 2021 Filed on Oct 20, 2021	2,718	$52.01 - $56.87 $141K - $155K
IOSP Innospec Inc. Basic Materials	Q3 2021 Filed on Oct 20, 2021	133	$82.36 - $95.69 $11K - $12.7K
IDXX Idexx Laboratories Inc Healthcare	Q3 2021 Filed on Oct 20, 2021	95	$621.9 - $705.76 $59.1K - $67K
XLE Energy Sector Spdr ETFs	Q3 2021 Filed on Oct 20, 2021	290	$45.79 - $54.81 $13.3K - $15.9K

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