Rockwood Wealth Management, LLC Closed Holding Positions

Rockwood Wealth Management, LLC

  • $909 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHCR
Sharecare, Inc.

Healthcare
Q4 2022 Filed on Jul 20, 2023
31,817
$1.49 - $2.17 $47.4K - $69K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on Jul 20, 2023
650
$764.04 - $1199.78 $497K - $780K
TGP
Teekay Lng Partners L.P.

Energy
Q1 2022 Filed on Jul 20, 2023
11,645
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2022 Filed on Jul 20, 2023
12,834
$29.16 - $29.7 $374K - $381K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2022 Filed on Jul 20, 2023
9,497
$24.25 - $25.85 $230K - $245K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2022 Filed on Jul 20, 2023
8,693
$23.77 - $25.45 $207K - $221K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q2 2022 Filed on Jul 20, 2023
9,922
$28.6 - $35.75 $284K - $355K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Jul 20, 2023
5,183
$33.85 - $40.03 $175K - $207K
SASR
Sandy Spring Bancorp Inc

Financial Services
Q1 2022 Filed on Jul 20, 2023
12,217
$43.76 - $51.62 $535K - $631K
SPGI
S&P Global Inc.

Financial Services
Q1 2022 Filed on Jul 20, 2023
505
$373.37 - $461.1 $189K - $233K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on Jul 20, 2023
2,588
$141.29 - $188.69 $366K - $488K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on Jul 20, 2023
3,201
$143.22 - $164.21 $458K - $526K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on Jul 20, 2023
1,110
$178.7 - $226.45 $198K - $251K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Jul 20, 2023
10,686
$45.75 - $56.69 $489K - $606K
OKE
Oneok Inc

Energy
Q1 2022 Filed on Jul 20, 2023
8,856
$58.53 - $72.27 $518K - $640K
NVDA
Nvidia Corp

Technology
Q1 2022 Filed on Jul 20, 2023
1,080
$213.3 - $301.21 $230K - $325K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on Jul 20, 2023
1,002
$191.79 - $236.3 $192K - $237K
TYME
Tyme Technologies, Inc.
Q3 2022 Filed on Jul 20, 2023
35,000
$0.0 - $0.35 $0 - $12.3K
IBDD
Ishares Ibonds Mar 2023 Term C

ETFs
Q1 2023 Filed on Jul 20, 2023
8,174
$26.45 - $26.59 $216K - $217K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q4 2022 Filed on Jul 20, 2023
10,729
$0.0 - $25.91 $0 - $278K
VAPO
Vapotherm Inc

Healthcare
Q2 2022 Filed on Jul 20, 2023
12,733
$2.52 - $14.42 $32.1K - $184K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Jul 20, 2023
4,238
$61.48 - $74.59 $261K - $316K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on Jul 20, 2023
1,986
$181.39 - $234.03 $360K - $465K
WINT
Windtree Therapeutics Inc

Healthcare
Q1 2023 Filed on Jul 20, 2023
35,101
$0.14 - $6.9 $4.91K - $242K
WMB
Williams Companies, Inc.

Energy
Q1 2022 Filed on Jul 20, 2023
20,375
$26.5 - $33.88 $540K - $690K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on Jul 20, 2023
1,969
$133.53 - $149.87 $263K - $295K
V
Visa Inc.

Financial Services
Q1 2022 Filed on Jul 20, 2023
2,682
$190.7 - $235.42 $511K - $631K
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on Jul 20, 2023
7,841
$50.8 - $55.11 $398K - $432K
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2022 Filed on Jul 20, 2023
5,632
$36.19 - $43.74 $204K - $246K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2022 Filed on Jul 20, 2023
11,062
$45.45 - $53.83 $503K - $595K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Jul 20, 2023
2,543
$78.1 - $85.93 $199K - $219K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2022 Filed on Jul 20, 2023
6,425
$70.77 - $77.08 $455K - $495K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2022 Filed on Jul 20, 2023
991
$455.89 - $520.82 $452K - $516K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on Jul 20, 2023
9,250
$72.32 - $91.66 $669K - $848K
MU
Micron Technology Inc

Technology
Q1 2022 Filed on Jul 20, 2023
2,516
$69.4 - $97.36 $175K - $245K
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on Jul 20, 2023
8,351
$53.18 - $63.16 $444K - $527K
CVX
Chevron Corp

Energy
Q1 2022 Filed on Jul 20, 2023
3,352
$119.26 - $170.9 $400K - $573K
CAT
Caterpillar Inc

Industrials
Q1 2022 Filed on Jul 20, 2023
2,147
$182.83 - $229.87 $393K - $494K
BFB
Brown Forman Corp Cl B
Q1 2022 Filed on Jul 20, 2023
26,388
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on Jul 20, 2023
36,622
$61.48 - $73.72 $2.25M - $2.7M
BA
Boeing CO

Industrials
Q1 2022 Filed on Jul 20, 2023
1,811
$169.17 - $225.96 $306K - $409K
BKEP
Blueknight Energy Partners, L.P.

Energy
Q3 2022 Filed on Jul 20, 2023
30,687
$0.0 - $8.74 $0 - $268K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on Jul 20, 2023
9,710
$38.34 - $49.38 $372K - $479K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
Q1 2022 Filed on Jul 20, 2023
1,842
$300.79 - $359.57 $554K - $662K
ADP
Automatic Data Processing Inc

Industrials
Q1 2022 Filed on Jul 20, 2023
1,254
$196.29 - $245.15 $246K - $307K
AME
Ametek Inc

Industrials
Q1 2022 Filed on Jul 20, 2023
2,651
$124.77 - $146.09 $331K - $387K
AMZN
Amazon Com Inc

Consumer Cyclical
Q1 2022 Filed on Jul 20, 2023
470
$136.01 - $170.4 $63.9K - $80.1K
GOOG
Alphabet Inc.

Communication Services
Q1 2022 Filed on Jul 20, 2023
114
$126.46 - $148.04 $14.4K - $16.9K
ARLP
Alliance Resource Partners LP

Energy
Q2 2022 Filed on Jul 20, 2023
20,221
$15.17 - $20.99 $307K - $424K
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