Sharkey, Howes & Javer Closed Holding Positions

Sharkey, Howes & Javer

  • $665 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CSCO
Cisco Systems, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
4,258
$41.72 - $55.87 $178K - $238K
DE
Deere & CO

Industrials
Q2 2022 Filed on Jul 27, 2022
565
$297.51 - $438.45 $168K - $248K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q1 2022 Filed on Apr 25, 2022
62,112
$31.36 - $43.88 $1.95M - $2.73M
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
64,871
$72.45 - $85.55 $4.7M - $5.55M
WFC
Wells Fargo & Company

Financial Services
Q4 2021 Filed on Feb 03, 2022
13,902
$45.31 - $52.0 $630K - $723K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2021 Filed on Jul 28, 2021
6,239
$52.66 - $54.94 $329K - $343K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Jul 28, 2021
822
$278.74 - $313.3 $229K - $258K
VB
Vanguard Small Cap ETF

ETFs
Q1 2021 Filed on Apr 21, 2021
2,443
$191.53 - $223.48 $468K - $546K
Proshares Tr
Q1 2021 Filed on Apr 21, 2021
35,000
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on Apr 21, 2021
25,244
$93.7 - $99.63 $2.37M - $2.52M
IHDG
Wisdomtree Tr

ETFs
Q1 2021 Filed on Apr 21, 2021
19,980
$39.63 - $41.58 $792K - $831K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2020 Filed on Feb 04, 2021
1,603
$132.59 - $154.32 $213K - $247K
IYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
18,290
$39.45 - $50.02 $722K - $915K
AIT
Applied Industrial Technologies Inc

Industrials
Q4 2020 Filed on Feb 04, 2021
3,923
$55.52 - $81.76 $218K - $321K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2020 Filed on Feb 04, 2021
27,599
$50.09 - $50.18 $1.38M - $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2020 Filed on Oct 21, 2020
3,789
$77.57 - $85.18 $294K - $323K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2020 Filed on Jul 22, 2020
111,477
$54.37 - $60.39 $6.06M - $6.73M
FNDC
Schwab Fundamental Intl Small

ETFs
Q2 2020 Filed on Jul 22, 2020
16,777
$22.23 - $29.49 $373K - $495K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2020 Filed on Jul 22, 2020
105,254
$32.9 - $43.96 $3.46M - $4.63M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Jul 22, 2020
4,397
$44.63 - $51.65 $196K - $227K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q2 2020 Filed on Jul 22, 2020
27,226
$67.45 - $95.16 $1.84M - $2.59M
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2020 Filed on Apr 24, 2020
11,699
$92.44 - $114.28 $1.08M - $1.34M
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 24, 2020
3,772
$38.4 - $61.03 $145K - $230K
United Technologies Corp
Q1 2020 Filed on Apr 24, 2020
1,840
N/A
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q4 2019 Filed on Jan 28, 2020
433,005
$22.46 - $24.04 $9.73M - $10.4M
TVC
Tennessee Valley Authority

ETFs
Q3 2019 Filed on Nov 01, 2019
975
$25.34 - $26.99 $24.7K - $26.3K
Sap Se Ord
Q3 2019 Filed on Nov 01, 2019
142
N/A
TVE
Tennessee Vy Auth
Q3 2019 Filed on Nov 01, 2019
500
N/A
TSLA
Tesla, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 01, 2019
10
$42.28 - $52.98 $423 - $530
TS
Tenaris Sa

Energy
Q3 2019 Filed on Nov 01, 2019
200
$20.65 - $27.53 $4.13K - $5.51K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2019 Filed on Nov 01, 2019
6,451
$25.08 - $25.94 $162K - $167K
TGT
Target Corp

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
600
$80.79 - $109.85 $48.5K - $65.9K
SYY
Sysco Corp

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
500
$67.14 - $79.4 $33.6K - $39.7K
Spire Corp
Q3 2019 Filed on Nov 01, 2019
400
N/A
Spyglass Resources
Q3 2019 Filed on Nov 01, 2019
92
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2019 Filed on Nov 01, 2019
1,924
$84.55 - $99.11 $163K - $191K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2019 Filed on Nov 01, 2019
1,150
$23.18 - $23.61 $26.7K - $27.2K
SMCI
Super Micro Computer, Inc.

Technology
Q3 2019 Filed on Nov 01, 2019
72
$16.31 - $20.0 $1.17K - $1.44K
SYNA
Synaptics Inc

Technology
Q3 2019 Filed on Nov 01, 2019
33
$29.28 - $40.1 $966 - $1.32K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
34
$128.61 - $156.0 $4.37K - $5.3K
PSK.TO
Prairie Sky Royalty Ltd.

Energy
Q3 2019 Filed on Nov 01, 2019
8
N/A
Northwest Natural Ga
Q3 2019 Filed on Nov 01, 2019
2,352
N/A
NKE
Nike, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 01, 2019
828
$78.97 - $93.92 $65.4K - $77.8K
NEM
Newmont Corp

Basic Materials
Q3 2019 Filed on Nov 01, 2019
56
$36.52 - $41.02 $2.05K - $2.3K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
400
$105.89 - $111.71 $42.4K - $44.7K
NESN.SW
Nestlé S.A.

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
1,160
N/A
NFG
National Fuel Gas CO

Energy
Q3 2019 Filed on Nov 01, 2019
100
$45.58 - $53.91 $4.56K - $5.39K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
69
$52.22 - $56.63 $3.6K - $3.91K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q3 2019 Filed on Nov 01, 2019
600
$4.63 - $5.29 $2.78K - $3.17K
Track This Portfolio

Track Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email