Piershale Financial Group, Inc. Purchases in Q2 2023

Piershale Financial Group, Inc.

  • $157 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
305K
+ 101731.0%
$47.67 - $52.37 $14.5M - $16M
305K $16M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
46.4K
New
$327.75 - $344.77 $15.2M - $16M
46.4K $16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.9K
+ 30393.22%
$309.99 - $370.26 $5.56M - $6.64M
18K $6.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
85.3K
New
$63.6 - $74.95 $5.43M - $6.39M
85.3K $6.39M
SCHV
Schwab Strategic Tr Us Large C

ETFs
93.1K
+ 93139.0%
$63.33 - $67.21 $5.9M - $6.26M
93.2K $6.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
85.9K
New
$70.67 - $73.9 $6.07M - $6.34M
85.9K $6.22M
AAPL
Apple Inc.

Technology
175
+ 1.92%
$160.1 - $193.97 $28K - $33.9K
9.27K $1.8M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.69%
$282.33 - $313.74 $4.52K - $5.02K
2.35K $730K
ABT
Abbott Laboratories

Healthcare
2
+ 0.04%
$100.78 - $112.29 $202 - $225
5.11K $556K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
271
New
$85.65 - $93.64 $23.2K - $25.4K
271 $25K
DRI
Darden Restaurants Inc

Consumer Cyclical
8
+ 0.72%
$146.46 - $167.64 $1.17K - $1.34K
1.12K $186K
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.54%
$146.06 - $157.73 $876 - $946
1.12K $176K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.34%
$127.79 - $142.9 $383 - $429
883 $122K
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.38%
$142.5 - $156.57 $855 - $939
1.6K $242K
PEP
Pepsico Inc

Consumer Defensive
5
+ 0.41%
$180.11 - $196.12 $901 - $981
1.23K $228K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
67
New
$64.88 - $76.39 $4.35K - $5.12K
67 $5K
ITW
Illinois Tool Works Inc

Industrials
10
+ 3.85%
$218.73 - $250.16 $2.19K - $2.5K
270 $67K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.29%
$154.35 - $166.11 $154 - $166
348 $57K
CMCSA
Comcast Corp

Communication Services
2
+ 0.19%
$36.52 - $41.67 $73 - $83.3
1.07K $44K
SOUN
Soundhound Ai, Inc.

Technology
1K
New
$2.26 - $4.71 $2.26K - $4.71K
1K $4K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
6
+ 0.31%
$15.35 - $16.81 $92.1 - $101
1.92K $32K
AVK
Advent Convertible & Income Fund

Financial Services
169
+ 3.11%
$11.01 - $11.88 $1.86K - $2.01K
5.6K $65K
IIPR
Innovative Industrial Properties Inc

Real Estate
50
New
$64.22 - $75.99 $3.21K - $3.8K
50 $3K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
173
New
$15.57 - $17.11 $2.69K - $2.96K
173 $2K
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.46%
$277.99 - $297.45 $278 - $297
220 $64K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
18
+ 1.49%
$12.64 - $13.89 $228 - $250
1.23K $17K
AUGX
Augmedix, Inc.

Healthcare
500
New
$1.65 - $5.05 $825 - $2.53K
500 $2K
WHR
Whirlpool Corp

Consumer Cyclical
1
+ 1.59%
$127.45 - $149.46 $127 - $149
64 $9K
EAD
Allspring Income Opportunities Fund

Financial Services
20
+ 0.8%
$6.12 - $6.48 $122 - $130
2.52K $16K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
77
+ 2.35%
$4.92 - $5.18 $379 - $399
3.35K $17K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
52
+ 2.58%
$11.98 - $12.52 $623 - $651
2.07K $25K
NYCB
New York Community Bancorp Inc

Financial Services
4
+ 0.96%
$8.67 - $11.24 $34.7 - $45
421 $4K
SCHW
Schwab Charles Corp

Financial Services
1
+ 1.92%
$47.37 - $57.14 $47.4 - $57.1
53 $3K
PCF
High Income Securities Fund

Financial Services
29
+ 2.85%
$6.09 - $6.69 $177 - $194
1.05K $6K
HQL
Tekla Life Sciences Investors

Financial Services
19
+ 2.32%
$13.13 - $14.17 $249 - $269
839 $11K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
35
+ 2.03%
$8.03 - $8.6 $281 - $301
1.76K $14K
BGR
Black Rock Energy & Resources Trust

Financial Services
24
+ 1.59%
$11.49 - $12.69 $276 - $305
1.54K $18K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4
+ 1.02%
$69.18 - $73.94 $277 - $296
395 $28K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.32%
$117.3 - $124.97 $117 - $125
311 $38K
CVS
Cvs Health Corp

Healthcare
1
+ 0.75%
$66.65 - $77.75 $66.7 - $77.8
135 $9K
HQH
Tekla Healthcare Investors

Financial Services
20
+ 2.22%
$16.52 - $17.9 $330 - $358
922 $15K
UAN
Cvr Partners, LP

Basic Materials
3
+ 10.71%
$77.94 - $103.96 $234 - $312
31 $2K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2
+ 2.56%
$53.85 - $55.4 $108 - $111
80 $4K
EPD
Enterprise Products Partners L.P.

Energy
2
+ 1.23%
$25.27 - $27.01 $50.5 - $54
164 $4K
Linde PLC
4
+ 80.0%
N/A
9 $0
MJ
ETF Managers Tr Etfmg Alternat

ETFs
1
+ 1.23%
$2.95 - $3.55 $2.95 - $3.55
82 $0
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
46
+ 2.26%
$10.97 - $11.83 $505 - $544
2.08K $23K
DVN
Devon Energy Corp

Energy
2
+ 1.75%
$46.1 - $55.7 $92.2 - $111
116 $5K
PFE
Pfizer Inc

Healthcare
2
+ 1.82%
$36.12 - $41.79 $72.2 - $83.6
112 $4K
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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