Regal Wealth Group, Inc. Closed Holding Positions

Regal Wealth Group, Inc.

  • $143 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
705
$16.51 - $18.43 $11.6K - $13K
SLV
I Shares Silver Trust

ETFs
Q2 2021 Filed on Aug 02, 2021
1,000
$23.04 - $26.19 $23K - $26.2K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2021 Filed on Aug 02, 2021
1,273
$99.22 - $104.02 $126K - $132K
AMD
Advanced Micro Devices Inc

Technology
Q2 2021 Filed on Aug 02, 2021
570
$73.09 - $93.93 $41.7K - $53.5K
IBM
International Business Machines Corp

Technology
Q2 2021 Filed on Aug 02, 2021
76
$125.41 - $144.63 $9.53K - $11K
AYX
Alteryx, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
400
$74.91 - $89.41 $30K - $35.8K
ATOM
Atomera Inc

Technology
Q2 2021 Filed on Aug 02, 2021
500
$13.53 - $27.93 $6.77K - $14K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2021 Filed on Aug 02, 2021
1
$44.87 - $55.18 $44.9 - $55.2
CMS
Cms Energy Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
568
$58.12 - $65.27 $33K - $37.1K
CPK
Chesapeake Utilities Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
71
$114.56 - $123.09 $8.13K - $8.74K
DVY
Ishares Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
589
$114.14 - $123.06 $67.2K - $72.5K
HON
Honeywell International Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
175
$212.5 - $232.95 $37.2K - $40.8K
Churchill Capital Corp Iv
Q2 2021 Filed on Aug 02, 2021
14
N/A
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
1,080
$74.82 - $79.61 $80.8K - $86K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Aug 02, 2021
106
$52.01 - $56.09 $5.51K - $5.95K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
677
$76.86 - $81.95 $52K - $55.5K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Aug 02, 2021
1
$73.64 - $93.1 $73.6 - $93.1
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 12, 2021
156
N/A
MS
Morgan Stanley

Financial Services
Q1 2021 Filed on Apr 12, 2021
1,568
$67.05 - $84.34 $105K - $132K
HEPA
Hepion Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
200
$1.77 - $2.98 $354 - $596
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
200
$38.94 - $50.85 $7.79K - $10.2K
ALL
Allstate Corp

Financial Services
Q1 2021 Filed on Apr 12, 2021
1,860
$103.21 - $117.27 $192K - $218K
ITB
Ishares Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
9
$54.6 - $68.53 $491 - $617
DFS
Discover Financial Services

Financial Services
Q1 2021 Filed on Apr 12, 2021
784
$82.18 - $102.27 $64.4K - $80.2K
Social Cap Hedspia Hldg CO I
Q1 2021 Filed on Apr 12, 2021
34
N/A
VSAT
Viasat Inc

Technology
Q1 2021 Filed on Apr 12, 2021
1,000
$31.51 - $60.32 $31.5K - $60.3K
LUV
Southwest Airlines CO

Industrials
Q4 2020 Filed on Jan 22, 2021
30
$37.58 - $48.27 $1.13K - $1.45K
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
Q4 2020 Filed on Jan 22, 2021
7
$93.88 - $147.75 $657 - $1.03K
UBER
Uber Technologies, Inc

Technology
Q4 2020 Filed on Jan 22, 2021
700
$33.41 - $54.86 $23.4K - $38.4K
CPE
Callon Petroleum CO

Energy
Q4 2020 Filed on Jan 22, 2021
3
$4.53 - $15.08 $13.6 - $45.2
ET
Energy Transfer LP

Energy
Q4 2020 Filed on Jan 22, 2021
214
$5.11 - $7.01 $1.09K - $1.5K
Colony Cap Inc New
Q4 2020 Filed on Jan 22, 2021
1,535
N/A
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
575
$14.5 - $19.13 $8.34K - $11K
PANW
Palo Alto Networks Inc

Technology
Q4 2020 Filed on Jan 22, 2021
60
$221.19 - $372.06 $13.3K - $22.3K
PSCE
Invesco S&P Smallcap Energy Et

ETFs
Q4 2020 Filed on Jan 22, 2021
70
$2.92 - $4.68 $204 - $328
CXW
Core Civic, Inc.

Real Estate
Q4 2020 Filed on Jan 22, 2021
53
$5.92 - $8.31 $314 - $440
XLI
Industrial Sector Spdr

ETFs
Q4 2020 Filed on Jan 22, 2021
31
$74.87 - $89.65 $2.32K - $2.78K
JETS
ETF Ser Solutions U S Global J

ETFs
Q4 2020 Filed on Jan 22, 2021
103
$16.51 - $23.59 $1.7K - $2.43K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2020 Filed on Jan 22, 2021
372
$29.22 - $35.21 $10.9K - $13.1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 22, 2021
82
$53.12 - $59.03 $4.36K - $4.84K
Direxion Shs ETF Tr
Q3 2020 Filed on Oct 13, 2020
22
N/A
GPRO
Go Pro, Inc.

Technology
Q3 2020 Filed on Oct 13, 2020
50
$3.75 - $5.59 $188 - $280
Callon Pete CO Del
Q3 2020 Filed on Oct 13, 2020
38
N/A
Direxion Shs ETF Tr
Q3 2020 Filed on Oct 13, 2020
3,219
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2020 Filed on Oct 13, 2020
30
$56.6 - $70.58 $1.7K - $2.12K
MARK
Remark Holdings, Inc.

Technology
Q3 2020 Filed on Oct 13, 2020
200
$0.99 - $2.59 $198 - $518
SAVE
Spirit Airlines, Inc.

Industrials
Q3 2020 Filed on Oct 13, 2020
250
$15.37 - $19.36 $3.84K - $4.84K
Proshares Tr
Q2 2020 Filed on Jul 09, 2020
2,579
N/A
SNAP
Snap Inc

Communication Services
Q2 2020 Filed on Jul 09, 2020
200
$11.06 - $24.48 $2.21K - $4.9K
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