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

Retirement Planning CO Of New England, Inc.

  • $189 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
NVR
Nvr Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
6
$4467.27 - $5819.68 $26.8K - $34.9K
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
50
$14.1 - $33.47 $705 - $1.67K
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
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
875
$19.25 - $22.8 $16.8K - $20K
OXY
Occidental Petroleum Corp

Energy
Q1 2022 Filed on May 06, 2022
1,071
$31.06 - $60.96 $33.3K - $65.3K
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
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
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
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on May 06, 2022
204
$39.0 - $71.34 $7.96K - $14.6K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q1 2022 Filed on May 06, 2022
2,080
$63.45 - $79.12 $132K - $165K
WSM
Williams Sonoma Inc

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

ETFs
Q1 2022 Filed on May 06, 2022
13
$49.9 - $53.95 $649 - $701
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2022 Filed on May 06, 2022
809
$40.62 - $47.47 $32.9K - $38.4K
XRX
Xerox Holdings Corp

Technology
Q1 2022 Filed on May 06, 2022
2
$17.63 - $23.93 $35.3 - $47.9
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
955
$16.23 - $19.79 $15.5K - $18.9K
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
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2022 Filed on May 06, 2022
4,333
$42.12 - $45.3 $183K - $196K
WABC
Westamerica Bancorporation

Financial Services
Q1 2022 Filed on May 06, 2022
400
$57.54 - $62.76 $23K - $25.1K
WERN
Werner Enterprises Inc

Industrials
Q1 2022 Filed on May 06, 2022
150
$41.0 - $48.4 $6.15K - $7.26K
VMEO
Vimeo, Inc.

Technology
Q1 2022 Filed on May 06, 2022
46
$10.24 - $17.89 $471 - $823
PARA
Paramount Global

Communication Services
Q1 2022 Filed on May 06, 2022
1,311
$50.37 - $62.3 $66K - $81.7K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2022 Filed on May 06, 2022
573
$165.62 - $182.58 $94.9K - $105K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2022 Filed on May 06, 2022
180
$224.28 - $282.83 $40.4K - $50.9K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2022 Filed on May 06, 2022
220
$140.72 - $152.6 $31K - $33.6K
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on May 06, 2022
265
$170.79 - $256.31 $45.3K - $67.9K
VGR
Vector Group LTD

Consumer Defensive
Q1 2022 Filed on May 06, 2022
231
$10.06 - $12.04 $2.32K - $2.78K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q1 2022 Filed on May 06, 2022
2,034
$68.98 - $74.78 $140K - $152K
VNOM
Viper Energy Partners LP

Energy
Q1 2022 Filed on May 06, 2022
246
$22.44 - $31.51 $5.52K - $7.75K
VIRT
Virtu Financial, Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
2,151
$28.4 - $37.61 $61.1K - $80.9K
WBS
Webster Financial Corp

Financial Services
Q1 2022 Filed on May 06, 2022
155
$52.19 - $64.34 $8.09K - $9.97K
W
Wayfair Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
40
$104.81 - $195.77 $4.19K - $7.83K
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