Regal Wealth Group, Inc. Closed Holding Positions

Regal Wealth Group, Inc.

$143 Million
Q4 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
SMLF Ishares Msci Usa Small Cap Mul ETFs	Q2 2018 Filed on Jul 30, 2018	140	$38.46 - $43.37 $5.38K - $6.07K
KMI Kinder Morgan, Inc. Energy	Q2 2018 Filed on Jul 30, 2018	88	$14.9 - $17.67 $1.31K - $1.55K
JPS Nuveen Preferred & Income Securities Fund Financial Services	Q2 2018 Filed on Jul 30, 2018	6,837	$8.79 - $9.7 $60.1K - $66.3K
EEMV Ishares Msci Emerging Markets ETFs	Q2 2018 Filed on Jul 30, 2018	172	$57.03 - $63.04 $9.81K - $10.8K
QLD Proshares Ultra Qqq ETFs	Q2 2018 Filed on Jul 30, 2018	11,700	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Jul 30, 2018	70	N/A
PBT Permian Basin Royalty Trust Energy	Q2 2018 Filed on Jul 30, 2018	900	$9.03 - $10.24 $8.13K - $9.22K
SMIN Ishares Msci India Small Cap I ETFs	Q2 2018 Filed on Jul 30, 2018	139	N/A
Priceline Grp Inc	Q1 2018 Filed on May 04, 2018	6	N/A
IEMG Ishares Inc ETFs	Q1 2018 Filed on May 04, 2018	65	$55.19 - $62.69 $3.59K - $4.07K
Rydex ETF Trust	Q1 2018 Filed on May 04, 2018	106,193	N/A
DE Deere & CO Industrials	Q4 2017 Filed on Jan 25, 2018	200	$127.29 - $158.75 $25.5K - $31.8K
Magnegas Corp	Q4 2017 Filed on Jan 25, 2018	6,450	N/A
Sears Cda Inc	Q3 2017 Filed on Oct 20, 2017	135	N/A
STAR Istar Inc. Real Estate	Q3 2017 Filed on Oct 20, 2017	52	$11.2 - $12.09 $582 - $629
Staples Inc	Q3 2017 Filed on Oct 20, 2017	1,135	N/A
Frontier Communications Corp	Q3 2017 Filed on Oct 20, 2017	53	N/A
BANC Banc Of California, Inc. Financial Services	Q3 2017 Filed on Oct 20, 2017	52	$17.15 - $20.9 $892 - $1.09K
Baker Hughes Inc	Q3 2017 Filed on Oct 20, 2017	417	N/A
GNTX Gentex Corp Consumer Cyclical	Q3 2017 Filed on Oct 20, 2017	234	$16.89 - $19.83 $3.95K - $4.64K
Reynolds American Inc	Q3 2017 Filed on Oct 20, 2017	89	N/A
Dow Chem CO	Q3 2017 Filed on Oct 20, 2017	492	N/A
DCI Donaldson CO Inc Industrials	Q2 2016 Filed on Aug 18, 2017	424	N/A
CSX Csx Corp Industrials	Q3 2016 Filed on Aug 18, 2017	1,000	N/A
Financial Engines Inc	Q3 2016 Filed on Aug 18, 2017	48	N/A
Cepheid	Q3 2016 Filed on Aug 18, 2017	95	N/A
ECOM Channeladvisor Corp Technology	Q3 2016 Filed on Aug 18, 2017	69	N/A
PRAA Pra Group Inc Financial Services	Q3 2016 Filed on Aug 18, 2017	55	N/A
Power Shares Qqq ETF	Q2 2016 Filed on Aug 18, 2017	150	N/A
Exam Works Group Inc	Q3 2016 Filed on Aug 18, 2017	48	N/A
FAST Fastenal CO Industrials	Q3 2016 Filed on Aug 18, 2017	71	N/A
Alcatel Lucent Sponsored Adr Exchanged F	Q1 2016 Filed on Aug 18, 2017	139	N/A
Inner Workings Inc	Q3 2016 Filed on Aug 18, 2017	192	N/A
MJNA Medical Marijuana, Inc. Common	Q1 2016 Filed on Aug 18, 2017	35,000	N/A
UNFI United Natural Foods Inc Consumer Defensive	Q3 2016 Filed on Aug 18, 2017	48	N/A
Emc Corp	Q3 2016 Filed on Aug 18, 2017	271	N/A
The Advisory Board CO	Q3 2016 Filed on Aug 18, 2017	49	N/A
CLB Core Laboratories N V Energy	Q3 2016 Filed on Aug 18, 2017	41	N/A
SRCL Stericycle Inc Industrials	Q3 2016 Filed on Aug 18, 2017	87	N/A
WFC Wells Fargo & Company Financial Services	Q3 2016 Filed on Aug 18, 2017	500	N/A
HSBC Hsbc Holdings PLC Financial Services	Q3 2016 Filed on Aug 18, 2017	141	N/A
LKQ Lkq Corp Consumer Cyclical	Q1 2017 Filed on Aug 10, 2017	330	N/A
AYI Acuity Brands Inc Industrials	Q1 2017 Filed on Aug 10, 2017	12	N/A
CHE Chemed Corp Healthcare	Q1 2017 Filed on Aug 10, 2017	22	N/A
CTSH Cognizant Technology Solutions Corp Technology	Q1 2017 Filed on Aug 10, 2017	130	N/A
CSGP Costar Group, Inc. Real Estate	Q1 2017 Filed on Aug 10, 2017	24	N/A
Yahoo Inc	Q2 2017 Filed on Aug 10, 2017	500	N/A
HCSG Healthcare Services Group Inc Healthcare	Q1 2017 Filed on Aug 10, 2017	97	N/A
EMB Ishares Tr ETFs	Q2 2017 Filed on Aug 10, 2017	7	N/A
MCHP Microchip Technology Inc Technology	Q1 2017 Filed on Aug 10, 2017	88	N/A

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