Retirement Planning CO Of New England, Inc. Closed Holding Positions

Retirement Planning CO Of New England, Inc.

  • $199 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 06, 2022
3,451
$10.43 - $18.53 $36K - $63.9K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 06, 2022
4,210
$25.45 - $30.25 $107K - $127K
PJT
Pjt Partners Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
2
$55.07 - $76.53 $110 - $153
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
40
$36.45 - $59.95 $1.46K - $2.4K
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 06, 2022
466
$71.98 - $86.95 $33.5K - $40.5K
OR
Osisko Gold Royalties LTD

Basic Materials
Q1 2022 Filed on May 06, 2022
302
$10.8 - $14.46 $3.26K - $4.37K
OSK
Oshkosh Corp

Industrials
Q1 2022 Filed on May 06, 2022
707
$100.65 - $124.5 $71.2K - $88K
ONL
Orion Office Reit Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
663
$14.0 - $18.74 $9.28K - $12.4K
OTLY
Oatly Group Ab

Consumer Defensive
Q1 2022 Filed on May 06, 2022
300
$4.71 - $8.37 $1.41K - $2.51K
Osi ETF Trust Oshares Us Sml Cp Qual Div ETF
Q1 2022 Filed on May 06, 2022
250
N/A
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 06, 2022
97
$21.33 - $26.05 $2.07K - $2.53K
NYT
New York Times CO

Communication Services
Q1 2022 Filed on May 06, 2022
762
$37.59 - $48.2 $28.6K - $36.7K
NNN
National Retail Properties, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
200
$41.62 - $48.4 $8.32K - $9.68K
NHI
National Health Investors Inc

Real Estate
Q1 2022 Filed on May 06, 2022
100
$52.73 - $61.45 $5.27K - $6.15K
NFG
National Fuel Gas CO

Energy
Q1 2022 Filed on May 06, 2022
122
$59.13 - $69.28 $7.21K - $8.45K
FIZZ
National Beverage Corp

Consumer Defensive
Q1 2022 Filed on May 06, 2022
20
$39.0 - $47.11 $780 - $942
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
50
$14.1 - $33.47 $705 - $1.67K
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on May 06, 2022
204
$39.0 - $71.34 $7.96K - $14.6K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q1 2022 Filed on May 06, 2022
63
$20.52 - $23.96 $1.29K - $1.51K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on May 06, 2022
1,999
$72.32 - $91.66 $145K - $183K
NVVE
Nuvve Holding Corp.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
100
$5.98 - $13.6 $598 - $1.36K
NTR
Nutrien Ltd.

Basic Materials
Q1 2022 Filed on May 06, 2022
385
$68.58 - $108.43 $26.4K - $41.7K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q1 2022 Filed on May 06, 2022
5,600
$18.92 - $22.58 $106K - $126K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q1 2022 Filed on May 06, 2022
3,931
$24.79 - $30.83 $97.4K - $121K
NS
Nu Star Energy L.P.

Energy
Q1 2022 Filed on May 06, 2022
210
$14.42 - $17.85 $3.03K - $3.75K
NVAX
Novavax Inc

Healthcare
Q1 2022 Filed on May 06, 2022
42
$69.73 - $142.9 $2.93K - $6K
NTRS
Northern Trust Corp

Financial Services
Q1 2022 Filed on May 06, 2022
7
$104.09 - $133.62 $729 - $935
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
156
$117.57 - $166.39 $18.3K - $26K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
875
$19.25 - $22.8 $16.8K - $20K
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
665
$15.45 - $20.71 $10.3K - $13.8K
XRX
Xerox Holdings Corp

Technology
Q1 2022 Filed on May 06, 2022
2
$17.63 - $23.93 $35.3 - $47.9
WVVI
Willamette Valley Vineyards Inc

Consumer Defensive
Q1 2022 Filed on May 06, 2022
100
$8.64 - $10.52 $864 - $1.05K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2022 Filed on May 06, 2022
544
$38.56 - $49.13 $21K - $26.7K
WY
Weyerhaeuser CO

Real Estate
Q1 2022 Filed on May 06, 2022
3,446
$37.28 - $42.57 $128K - $147K
WRK
West Rock CO

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
1,493
$40.78 - $47.99 $60.9K - $71.6K
WLKP
Westlake Chemical Partners LP

Basic Materials
Q1 2022 Filed on May 06, 2022
281
$25.74 - $27.5 $7.23K - $7.73K
WLK
Westlake Corp

Basic Materials
Q1 2022 Filed on May 06, 2022
479
$96.43 - $127.2 $46.2K - $60.9K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on May 06, 2022
2,439
$44.47 - $67.62 $108K - $165K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
2,984
$9.5 - $12.86 $28.3K - $38.4K
WABC
Westamerica Bancorporation

Financial Services
Q1 2022 Filed on May 06, 2022
400
$57.54 - $62.76 $23K - $25.1K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
89
$132.87 - $168.87 $11.8K - $15K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2022 Filed on May 06, 2022
13
$49.9 - $53.95 $649 - $701
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
955
$16.23 - $19.79 $15.5K - $18.9K
XEL
Xcel Energy Inc

Utilities
Q1 2022 Filed on May 06, 2022
162
$64.83 - $72.32 $10.5K - $11.7K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
420
$75.77 - $90.29 $31.8K - $37.9K
WWE
World Wrestling Entertainmentinc

Communication Services
Q1 2022 Filed on May 06, 2022
9
$47.81 - $63.1 $430 - $568
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
400
$2.83 - $5.03 $1.13K - $2.01K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2022 Filed on May 06, 2022
515
$59.39 - $68.67 $30.6K - $35.4K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2022 Filed on May 06, 2022
150
$64.07 - $74.35 $9.61K - $11.2K
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