Phoenix Wealth Advisors Closed Holding Positions

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Feb 11, 2022
300
$230.08 - $250.94 $69K - $75.3K
BCE
Bce Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
700
$50.04 - $52.31 $35K - $36.6K
BAX
Baxter International Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
900
$74.57 - $87.19 $67.1K - $78.5K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
4,622
$16.74 - $20.66 $77.4K - $95.5K
FIVN
Five9, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
336
$128.25 - $167.26 $43.1K - $56.2K
SOXX
Ishares Semiconductor ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
75
$434.67 - $555.63 $32.6K - $41.7K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
100
$145.27 - $164.78 $14.5K - $16.5K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q4 2021 Filed on Feb 11, 2022
540
$95.76 - $106.67 $51.7K - $57.6K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q4 2021 Filed on Feb 11, 2022
600
$83.4 - $93.49 $50K - $56.1K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
153
$428.64 - $477.48 $65.6K - $73.1K
IGOV
Ishares 1 3 International Trea

ETFs
Q4 2021 Filed on Feb 11, 2022
76
$49.98 - $51.87 $3.8K - $3.94K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2021 Filed on Feb 11, 2022
60
$55.21 - $57.77 $3.31K - $3.47K
IGM
Ishares Expanded Tech Sector E

ETFs
Q4 2021 Filed on Feb 11, 2022
90
$66.29 - $75.08 $5.97K - $6.76K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Feb 11, 2022
75
$384.52 - $446.52 $28.8K - $33.5K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 11, 2022
480
$98.21 - $108.46 $47.1K - $52.1K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
134
$108.26 - $120.32 $14.5K - $16.1K
IEF
Ishares Barclays

ETFs
Q4 2021 Filed on Feb 11, 2022
358
$113.55 - $116.36 $40.7K - $41.7K
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
748
$29.25 - $36.02 $21.9K - $26.9K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
325
$280.02 - $327.35 $91K - $106K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2021 Filed on Feb 11, 2022
1,146
$109.8 - $123.28 $126K - $141K
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
560
$17.93 - $20.54 $10K - $11.5K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2021 Filed on Feb 11, 2022
1,400
$43.99 - $51.44 $61.6K - $72K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Feb 11, 2022
68
$294.65 - $346.43 $20K - $23.6K
LFVN
Lifevantage Corp

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
100
$6.15 - $7.68 $615 - $768
LAMR
Lamar Advertising CO

Real Estate
Q4 2021 Filed on Feb 11, 2022
1,617
$106.52 - $122.34 $172K - $198K
IYJ
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
200
$104.49 - $114.29 $20.9K - $22.9K
ITA
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
360
$95.53 - $108.96 $34.4K - $39.2K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
60
$100.11 - $117.09 $6.01K - $7.03K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q4 2021 Filed on Feb 11, 2022
660
$61.58 - $66.32 $40.6K - $43.8K
IYG
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
181
$61.79 - $67.85 $11.2K - $12.3K
SHV
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
71
$110.39 - $110.47 $7.84K - $7.84K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q4 2021 Filed on Feb 11, 2022
484
$77.31 - $86.98 $37.4K - $42.1K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Feb 11, 2022
80
$102.29 - $108.28 $8.18K - $8.66K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
600
$87.79 - $100.94 $52.7K - $60.6K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2021 Filed on Feb 11, 2022
1,400
$61.08 - $68.63 $85.5K - $96.1K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q4 2021 Filed on Feb 11, 2022
100
$291.48 - $321.86 $29.1K - $32.2K
DBA
Invesco Db Agriculture Fund

ETFs
Q4 2021 Filed on Feb 11, 2022
217
$18.98 - $20.31 $4.12K - $4.41K
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
325
$206.87 - $247.07 $67.2K - $80.3K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
1,188
$19.52 - $21.06 $23.2K - $25K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q4 2021 Filed on Feb 11, 2022
100
$98.56 - $119.91 $9.86K - $12K
NVTA
Invitae Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
248
$14.7 - $28.67 $3.65K - $7.11K
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
298
$170.78 - $193.47 $50.9K - $57.7K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
196
$16.55 - $27.63 $3.24K - $5.42K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
197
$225.59 - $260.0 $44.4K - $51.2K
HYG
Ishares Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
27
$86.98 - $88.14 $2.35K - $2.38K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
28
$82.36 - $82.87 $2.31K - $2.32K
EMB
Ishares Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
24
$109.98 - $113.55 $2.64K - $2.73K
MBB
Ishares Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
33
$107.99 - $108.77 $3.56K - $3.59K
PAA
Plains All American Pipeline LP

Energy
Q3 2021 Filed on Nov 15, 2021
6,801
$9.11 - $11.71 $62K - $79.6K
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