Petix & Botte CO Closed Holding Positions

Petix & Botte CO

  • $402 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q2 2022 Filed on Aug 04, 2022
4,751
$42.34 - $53.04 $201K - $252K
SONY
Sony Group Corp

Technology
Q2 2022 Filed on Aug 04, 2022
2,000
$80.06 - $105.04 $160K - $210K
TDG
Trans Digm Group Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
336
$513.69 - $669.39 $173K - $225K
VZ
Verizon Communications Inc

Communication Services
Q2 2022 Filed on Aug 04, 2022
4,882
$46.23 - $55.01 $226K - $269K
DVY
Ishares Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
2,922
N/A
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q2 2022 Filed on Aug 04, 2022
9,712
N/A
BBDC
Barings Bdc, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
10,352
$9.24 - $10.9 $95.7K - $113K
CVX
Chevron Corp

Energy
Q2 2022 Filed on Aug 04, 2022
1,784
$142.43 - $181.13 $254K - $323K
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Aug 04, 2022
1,828
$97.82 - $115.43 $179K - $211K
IGM
Ishares Expanded Tech Sector E

ETFs
Q2 2022 Filed on Aug 04, 2022
564
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on Apr 26, 2022
1,373
$162.73 - $226.47 $223K - $311K
World Gold Tr
Q1 2022 Filed on Apr 26, 2022
37,298
N/A
WAL
Western Alliance Bancorporation

Financial Services
Q4 2021 Filed on Feb 11, 2022
2,000
$98.78 - $122.78 $198K - $246K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
8,234
$16.74 - $20.66 $138K - $170K
GD
General Dynamics Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
1,550
$188.97 - $209.52 $293K - $325K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
1,772
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Feb 11, 2022
3,373
N/A
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 29, 2021
18,190
N/A
Vereit Inc
Q4 2020 Filed on Jan 29, 2021
12,500
N/A
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q3 2020 Filed on Oct 30, 2020
11,990
$21.96 - $26.9 $263K - $323K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q3 2020 Filed on Oct 30, 2020
11,386
N/A
PLUG
Plug Power Inc

Industrials
Q3 2020 Filed on Oct 30, 2020
10,000
$7.71 - $14.13 $77.1K - $141K
Global X Fds
Q2 2020 Filed on Aug 07, 2020
17,863
N/A
United States Oil Fund LP
Q2 2020 Filed on Aug 07, 2020
15,000
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on Apr 29, 2020
2,993
N/A
XOM
Exxon Mobil Corp

Energy
Q1 2020 Filed on Apr 29, 2020
3,837
$31.45 - $70.9 $121K - $272K
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