Regal Wealth Group, Inc. Closed Holding Positions

Regal Wealth Group, Inc.

  • $143 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
134
$441.0 - $508.24 $59.1K - $68.1K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2021 Filed on Aug 02, 2021
24
$62.94 - $69.93 $1.51K - $1.68K
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
68
$187.46 - $200.73 $12.7K - $13.6K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2021 Filed on Aug 02, 2021
929
$88.95 - $99.26 $82.6K - $92.2K
XEL
Xcel Energy Inc

Utilities
Q2 2021 Filed on Aug 02, 2021
167
$65.71 - $72.59 $11K - $12.1K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
142
$109.8 - $121.92 $15.6K - $17.3K
SJM
J M Smucker CO

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
624
$126.25 - $139.82 $78.8K - $87.2K
OXY
Occidental Petroleum Corp

Energy
Q2 2021 Filed on Aug 02, 2021
3,500
$23.2 - $32.91 $81.2K - $115K
PAAS
Pan American Silver Corp

Basic Materials
Q2 2021 Filed on Aug 02, 2021
1,078
$28.15 - $34.99 $30.3K - $37.7K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Aug 02, 2021
110
$284.18 - $459.25 $31.3K - $50.5K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2021 Filed on Aug 02, 2021
137
$75.13 - $85.57 $10.3K - $11.7K
IYH
Ishares Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
14
$251.53 - $273.61 $3.52K - $3.83K
Micro Focus Intl PLC
Q2 2021 Filed on Aug 02, 2021
0
N/A
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
65
$302.61 - $341.12 $19.7K - $22.2K
GS
Goldman Sachs Group Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
24
$323.54 - $391.45 $7.76K - $9.39K
ESE
Esco Technologies Inc

Technology
Q2 2021 Filed on Aug 02, 2021
1,351
$88.87 - $112.71 $120K - $152K
CAT
Caterpillar Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
21
$208.86 - $244.79 $4.39K - $5.14K
TELL
Tellurian Inc.

Energy
Q2 2021 Filed on Aug 02, 2021
4,000
$1.7 - $5.32 $6.8K - $21.3K
WMT
Walmart Inc.

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
603
$135.17 - $142.42 $81.5K - $85.9K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2021 Filed on Aug 02, 2021
101
$316.89 - $354.99 $32K - $35.9K
DOW
Dow Inc.

Basic Materials
Q2 2021 Filed on Aug 02, 2021
149
$60.93 - $70.91 $9.08K - $10.6K
DOCU
Docusign, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
500
$180.16 - $284.48 $90.1K - $142K
CTVA
Corteva, Inc.

Basic Materials
Q2 2021 Filed on Aug 02, 2021
136
$42.71 - $49.79 $5.81K - $6.77K
ARLO
Arlo Technologies, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
29
$5.78 - $7.37 $168 - $214
BSX
Boston Scientific Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
10
$38.58 - $44.24 $386 - $442
NTGR
Netgear, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
10
$36.15 - $41.75 $362 - $418
CI
Cigna Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
182
$231.97 - $266.91 $42.2K - $48.6K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
6
$2172.19 - $2505.1 $13K - $15K
LIN
Linde PLC

Basic Materials
Q2 2021 Filed on Aug 02, 2021
328
$280.84 - $302.26 $92.1K - $99.1K
UNP
Union Pacific Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
36
$214.81 - $229.48 $7.73K - $8.26K
MMM
3 M CO

Industrials
Q2 2021 Filed on Aug 02, 2021
34
$191.6 - $207.33 $6.51K - $7.05K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2021 Filed on Aug 02, 2021
27
$331.45 - $347.9 $8.95K - $9.39K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2021 Filed on Aug 02, 2021
259
$99.12 - $110.44 $25.7K - $28.6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
10
$152.95 - $173.41 $1.53K - $1.73K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2021 Filed on Aug 02, 2021
1,300
$48.57 - $51.16 $63.1K - $66.5K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q2 2021 Filed on Aug 02, 2021
220
$26.94 - $27.73 $5.93K - $6.1K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q2 2021 Filed on Aug 02, 2021
456
$25.93 - $26.12 $11.8K - $11.9K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2021 Filed on Aug 02, 2021
17
$116.39 - $126.03 $1.98K - $2.14K
SPLK
Splunk Inc

Technology
Q2 2021 Filed on Aug 02, 2021
300
$111.98 - $148.38 $33.6K - $44.5K
WY
Weyerhaeuser CO

Real Estate
Q2 2021 Filed on Aug 02, 2021
67
$33.41 - $40.79 $2.24K - $2.73K
WELL
Welltower Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
51
$71.04 - $84.02 $3.62K - $4.29K
SQ
Block, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
62
$197.13 - $273.23 $12.2K - $16.9K
GOLD
Barrick Gold Corp

Basic Materials
Q2 2021 Filed on Aug 02, 2021
670
$20.37 - $25.27 $13.6K - $16.9K
CCJ
Cameco Corp

Energy
Q2 2021 Filed on Aug 02, 2021
4,390
$15.98 - $21.63 $70.2K - $95K
KO
Coca Cola CO

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
112
$52.51 - $56.24 $5.88K - $6.3K
FNV
Franco Nevada Corp

Basic Materials
Q2 2021 Filed on Aug 02, 2021
130
$129.91 - $154.82 $16.9K - $20.1K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
500
$63.47 - $69.35 $31.7K - $34.7K
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2021 Filed on Aug 02, 2021
42
$249.2 - $306.91 $10.5K - $12.9K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2021 Filed on Aug 02, 2021
16
$118.74 - $127.47 $1.9K - $2.04K
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