Richwood Investment Advisors, LLC Closed Holding Positions

Richwood Investment Advisors, LLC

  • $121 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
5,314
$33.35 - $42.17 $177K - $224K
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Jul 22, 2022
2,814
$67.88 - $77.54 $191K - $218K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Jul 22, 2022
1,865
$87.04 - $112.5 $162K - $210K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 22, 2022
2,085
$93.29 - $138.58 $195K - $289K
QCOM
Qualcomm Inc

Technology
Q2 2022 Filed on Jul 22, 2022
1,535
$120.09 - $153.81 $184K - $236K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2022 Filed on Jul 22, 2022
2,090
$108.81 - $132.38 $227K - $277K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
5,550
$34.33 - $38.36 $191K - $213K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Jul 22, 2022
2,259
$62.81 - $96.09 $142K - $217K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 22, 2022
8,965
$17.92 - $21.32 $161K - $191K
RSG
Republic Services, Inc.

Industrials
Q1 2022 Filed on Apr 28, 2022
30
$115.96 - $136.58 $3.48K - $4.1K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2022 Filed on Apr 28, 2022
0
$22.86 - $26.77 $0 - $0
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on Apr 28, 2022
54
$256.35 - $343.1 $13.8K - $18.5K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
20
$85.12 - $113.16 $1.7K - $2.26K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2022 Filed on Apr 28, 2022
114
$416.25 - $477.71 $47.5K - $54.5K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2022 Filed on Apr 28, 2022
663
$25.67 - $27.15 $17K - $18K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2022 Filed on Apr 28, 2022
350
$41.55 - $46.61 $14.5K - $16.3K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2022 Filed on Apr 28, 2022
47
$50.81 - $56.55 $2.39K - $2.66K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2022 Filed on Apr 28, 2022
3,189
$37.66 - $42.71 $120K - $136K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2022 Filed on Apr 28, 2022
7,803
$26.79 - $30.98 $209K - $242K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2022 Filed on Apr 28, 2022
2,180
$39.54 - $42.64 $86.2K - $93K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
850
$108.0 - $122.07 $91.8K - $104K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
200
$67.01 - $78.78 $13.4K - $15.8K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q1 2022 Filed on Apr 28, 2022
330
$53.14 - $59.56 $17.5K - $19.7K
RTX
Raytheon Technologies Corp

Industrials
Q1 2022 Filed on Apr 28, 2022
794
$86.97 - $102.73 $69.1K - $81.6K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on Apr 28, 2022
160
$140.76 - $164.9 $22.5K - $26.4K
JPHY
Jp Morgan High Yield Research

ETFs
Q1 2022 Filed on Apr 28, 2022
1,350
N/A
KSS
Kohls Corp

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
200
$46.59 - $63.71 $9.32K - $12.7K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
45
$11.28 - $19.37 $508 - $872
MTB
M&T Bank Corp

Financial Services
Q1 2022 Filed on Apr 28, 2022
160
$158.25 - $186.1 $25.3K - $29.8K
MRO
Marathon Oil Corp

Energy
Q1 2022 Filed on Apr 28, 2022
1,500
$16.87 - $26.04 $25.3K - $39.1K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
1,121
$126.46 - $235.05 $142K - $263K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
2,305
$59.12 - $68.36 $136K - $158K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on Apr 28, 2022
5,490
$10.72 - $13.3 $58.9K - $73K
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q1 2022 Filed on Apr 28, 2022
600
$0.3 - $0.47 $180 - $282
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on Apr 28, 2022
1,495
$80.11 - $90.62 $120K - $135K
OXY
Occidental Petroleum Corp

Energy
Q1 2022 Filed on Apr 28, 2022
934
$31.06 - $60.96 $29K - $56.9K
ORI
Old Republic International Corp

Financial Services
Q1 2022 Filed on Apr 28, 2022
450
$24.25 - $26.91 $10.9K - $12.1K
OMI
Owens & Minor Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
450
$36.48 - $47.71 $16.4K - $21.5K
PKI
Perkinelmer Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
70
$162.31 - $192.2 $11.4K - $13.5K
PFG
Principal Financial Group Inc

Financial Services
Q1 2022 Filed on Apr 28, 2022
162
$64.37 - $78.95 $10.4K - $12.8K
KR
Kroger CO

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
678
$43.47 - $58.94 $29.5K - $40K
IEO
Ishares Tr

ETFs
Q1 2022 Filed on Apr 28, 2022
785
$63.08 - $87.03 $49.5K - $68.3K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2022 Filed on Apr 28, 2022
594
$99.6 - $108.5 $59.2K - $64.4K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on Apr 28, 2022
107
$366.81 - $462.0 $39.2K - $49.4K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
366
$77.21 - $90.84 $28.3K - $33.2K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2022 Filed on Apr 28, 2022
620
$78.1 - $87.35 $48.4K - $54.2K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2022 Filed on Apr 28, 2022
540
$199.76 - $251.37 $108K - $136K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
150
$224.28 - $282.83 $33.6K - $42.4K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
140
$165.62 - $182.58 $23.2K - $25.6K
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