Regal Wealth Group, Inc. Closed Holding Positions

Regal Wealth Group, Inc.

  • $143 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
FQAL
Fidelity Covington Tr Quality

ETFs
Q2 2022 Filed on Jul 25, 2022
4,455
$42.83 - $52.72 $191K - $235K
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on Apr 15, 2022
2,346
$71.98 - $86.95 $169K - $204K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Apr 15, 2022
1,186
$186.63 - $338.54 $221K - $402K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 15, 2022
1,515
$129.03 - $157.89 $195K - $239K
SRE
Sempra Energy

Utilities
Q2 2021 Filed on Aug 02, 2021
469
$131.8 - $144.06 $61.8K - $67.6K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
205
$109.38 - $118.34 $22.4K - $24.3K
SO
Southern CO

Utilities
Q2 2021 Filed on Aug 02, 2021
249
$60.46 - $66.42 $15.1K - $16.5K
NOK
Nokia Corp

Technology
Q2 2021 Filed on Aug 02, 2021
143
$4.0 - $5.61 $572 - $802
WM
Waste Management Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
52
$129.28 - $143.26 $6.72K - $7.45K
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Aug 02, 2021
114
$484.98 - $555.31 $55.3K - $63.3K
OTTR
Otter Tail Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
621
$45.98 - $49.79 $28.6K - $30.9K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2021 Filed on Aug 02, 2021
553
$108.21 - $124.8 $59.8K - $69K
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
6
$157.6 - $175.27 $946 - $1.05K
UCO
Pro Shares Trust Ii

ETFs
Q2 2021 Filed on Aug 02, 2021
22
$13.23 - $19.87 $291 - $437
ABBV
Abb Vie Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
15
$105.21 - $117.21 $1.58K - $1.76K
MRNA
Moderna, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
220
$129.91 - $234.98 $28.6K - $51.7K
BKH
Black Hills Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
541
$65.25 - $71.09 $35.3K - $38.5K
Naked Brand Group Limited
Q2 2021 Filed on Aug 02, 2021
1,200
N/A
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q2 2021 Filed on Aug 02, 2021
45
$20.1 - $26.8 $905 - $1.21K
DUK
Duke Energy Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
320
$96.28 - $103.74 $30.8K - $33.2K
Draftkings Inc
Q2 2021 Filed on Aug 02, 2021
35
N/A
ENB
Enbridge Inc

Energy
Q2 2021 Filed on Aug 02, 2021
113
$36.73 - $40.78 $4.15K - $4.61K
CLNE
Clean Energy Fuels Corp.

Energy
Q2 2021 Filed on Aug 02, 2021
1,039
$7.63 - $14.52 $7.93K - $15.1K
XT
Ishares Tr Exponential Technol

ETFs
Q2 2021 Filed on Aug 02, 2021
39
$58.68 - $63.51 $2.29K - $2.48K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
Q2 2021 Filed on Aug 02, 2021
33
$38.2 - $43.88 $1.26K - $1.45K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q2 2021 Filed on Aug 02, 2021
647
$43.63 - $52.03 $28.2K - $33.7K
AEP
American Electric Power CO Inc

Utilities
Q2 2021 Filed on Aug 02, 2021
223
$82.35 - $90.14 $18.4K - $20.1K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2021 Filed on Aug 02, 2021
3,663
$17.03 - $20.24 $62.4K - $74.1K
V
Visa Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
450
$216.86 - $237.32 $97.6K - $107K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
81
$368.16 - $394.32 $29.8K - $31.9K
AG
First Majestic Silver Corp

Basic Materials
Q2 2021 Filed on Aug 02, 2021
586
$14.94 - $18.6 $8.75K - $10.9K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
319
$28.27 - $41.18 $9.02K - $13.1K
QCOM
Qualcomm Inc

Technology
Q2 2021 Filed on Aug 02, 2021
1,062
$124.62 - $142.93 $132K - $152K
PRU
Prudential Financial Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
194
$92.71 - $108.51 $18K - $21.1K
INFN
Infinera Corp

Technology
Q2 2021 Filed on Aug 02, 2021
5,700
$8.42 - $10.75 $48K - $61.3K
SNOW
Snowflake Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
3
$188.24 - $251.25 $565 - $754
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Aug 02, 2021
1
$123.49 - $160.08 $123 - $160
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
120
$88.06 - $100.5 $10.6K - $12.1K
PEP
Pepsico Inc

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
180
$141.28 - $148.58 $25.4K - $26.7K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
596
$239.91 - $293.65 $143K - $175K
AZN
Astrazeneca PLC

Healthcare
Q2 2021 Filed on Aug 02, 2021
300
$48.42 - $60.18 $14.5K - $18.1K
ORCL
Oracle Corp

Technology
Q2 2021 Filed on Aug 02, 2021
2,077
$71.81 - $84.61 $149K - $176K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q2 2021 Filed on Aug 02, 2021
10
$14.46 - $25.62 $145 - $256
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
134
$58.47 - $69.4 $7.83K - $9.3K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
24
$260.67 - $292.07 $6.26K - $7.01K
VUG
Vanguard Growth ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
11
$257.69 - $287.23 $2.83K - $3.16K
TWTR
Twitter, Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
500
$50.11 - $72.45 $25.1K - $36.2K
TRV
Travelers Companies, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
140
$144.76 - $161.67 $20.3K - $22.6K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
38
$85.6 - $94.02 $3.25K - $3.57K
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