Rda Financial Network Closed Holding Positions

Rda Financial Network

  • $317 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
4,060
$55.59 - $60.15 $226K - $244K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
1,112
$171.61 - $208.74 $191K - $232K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q2 2022 Filed on Jul 13, 2022
4,373
$46.81 - $48.49 $205K - $212K
AAL
American Airlines Group Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
10,032
$12.16 - $20.22 $122K - $203K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
201
$628.16 - $1145.45 $126K - $230K
XLE
Energy Sector Spdr

ETFs
Q2 2022 Filed on Jul 13, 2022
2,898
$70.66 - $92.28 $205K - $267K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q2 2022 Filed on Jul 13, 2022
7,248
$22.99 - $29.35 $167K - $213K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q2 2022 Filed on Jul 13, 2022
31,150
$8.55 - $9.6 $266K - $299K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Jul 13, 2022
2,232
$218.95 - $282.53 $489K - $631K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Jul 13, 2022
10,266
$24.32 - $27.85 $250K - $286K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q2 2022 Filed on Jul 13, 2022
3,862
$68.33 - $73.94 $264K - $286K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Jul 13, 2022
7,042
$46.52 - $47.45 $328K - $334K
MMM
3 M CO

Industrials
Q2 2022 Filed on Jul 13, 2022
1,560
$129.41 - $154.23 $202K - $241K
ASAN
Asana, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
5,500
$16.66 - $41.8 $91.6K - $230K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2022 Filed on Apr 12, 2022
11,088
$64.07 - $74.35 $710K - $824K
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on Apr 12, 2022
1,939
$114.02 - $139.04 $221K - $270K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2022 Filed on Apr 12, 2022
3,272
$55.84 - $65.41 $183K - $214K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on Apr 12, 2022
5,671
$31.42 - $36.91 $178K - $209K
GIM
Templeton Global Income Fund

Financial Services
Q1 2022 Filed on Apr 12, 2022
21,828
$4.73 - $5.25 $103K - $115K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2022 Filed on Apr 12, 2022
1,967
$93.09 - $107.63 $183K - $212K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2022 Filed on Apr 12, 2022
5,494
$77.66 - $80.73 $427K - $444K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
Q4 2021 Filed on Jan 31, 2022
12,708
$20.97 - $21.43 $266K - $272K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Jan 31, 2022
867
$225.59 - $260.0 $196K - $225K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2021 Filed on Jan 31, 2022
10,592
$30.42 - $30.64 $322K - $325K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Jan 31, 2022
868
$219.19 - $250.48 $190K - $217K
Columbia Ppty Tr Inc
Q4 2021 Filed on Jan 31, 2022
11,524
N/A
FINX
Global X Fds Fintech ETF (De)

ETFs
Q4 2021 Filed on Jan 31, 2022
4,935
$40.03 - $52.83 $198K - $261K
Vereit Inc
Q4 2021 Filed on Jan 31, 2022
27,298
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2021 Filed on Jan 31, 2022
13,322
$29.5 - $29.98 $393K - $399K
Gabelli Equity Tr Inc
Q3 2021 Filed on Oct 29, 2021
12,270
N/A
Meredith Corp
Q3 2021 Filed on Oct 29, 2021
6,239
N/A
United Bancshares Inc Ohio
Q3 2021 Filed on Oct 29, 2021
13,593
N/A
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q3 2021 Filed on Oct 29, 2021
6,406
$31.44 - $33.72 $201K - $216K
ATUS
Altice Usa, Inc.

Communication Services
Q3 2021 Filed on Oct 29, 2021
6,450
$19.33 - $35.03 $125K - $226K
DNN
Denison Mines Corp.

Energy
Q3 2021 Filed on Oct 29, 2021
70,000
$0.93 - $1.78 $65.1K - $125K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q3 2021 Filed on Oct 29, 2021
11,900
$10.0 - $10.33 $119K - $123K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Jul 13, 2021
7,042
$129.78 - $131.28 $914K - $924K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q2 2021 Filed on Jul 13, 2021
5,637
$37.16 - $44.68 $209K - $252K
America First Multifamily In
Q2 2021 Filed on Jul 13, 2021
12,863
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2021 Filed on Jul 13, 2021
32,734
$50.15 - $50.21 $1.64M - $1.64M
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2021 Filed on Jul 13, 2021
2,977
$102.28 - $108.72 $304K - $324K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q2 2021 Filed on Jul 13, 2021
18,925
$33.38 - $34.3 $632K - $649K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2021 Filed on Jul 13, 2021
2,201
$103.96 - $118.18 $229K - $260K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2021 Filed on Jul 13, 2021
10,478
$39.26 - $42.54 $411K - $446K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
Q2 2021 Filed on Jul 13, 2021
22,680
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2021 Filed on Jul 13, 2021
2,711
$76.86 - $81.95 $208K - $222K
DVY
Ishares Tr

ETFs
Q2 2021 Filed on Jul 13, 2021
1,830
$114.14 - $123.06 $209K - $225K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q2 2021 Filed on Jul 13, 2021
2,187
$121.36 - $129.63 $265K - $284K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Jul 13, 2021
6,183
$54.57 - $54.92 $337K - $340K
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