Shore Haven Wealth Partners, LLC Closed Holding Positions

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ANSS
Ansys Inc

Technology
Q2 2021 Filed on Aug 16, 2021
11
$317.67 - $376.88 $3.49K - $4.15K
ALE
Allete Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
13
$66.54 - $71.41 $865 - $928
BX
Blackstone Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
837
$74.62 - $99.62 $62.5K - $83.4K
CTRA
Coterra Energy Inc.

Energy
Q2 2021 Filed on Aug 16, 2021
110
$15.33 - $19.09 $1.69K - $2.1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2021 Filed on Aug 16, 2021
2,094
$84.67 - $85.92 $177K - $180K
MFC
Manulife Financial Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
512
$19.35 - $22.16 $9.91K - $11.3K
NGG
National Grid PLC

Utilities
Q2 2021 Filed on Aug 16, 2021
2,000
$59.64 - $68.16 $119K - $136K
FM
Ishares Msci Frontier And Sele

ETFs
Q2 2021 Filed on Aug 16, 2021
529
$29.73 - $33.35 $15.7K - $17.6K
COF
Capital One Financial Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
21
$129.78 - $166.29 $2.73K - $3.49K
AMD
Advanced Micro Devices Inc

Technology
Q2 2021 Filed on Aug 16, 2021
500
$73.09 - $93.93 $36.5K - $47K
BAC
Bank Of America Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
907
$38.08 - $43.27 $34.5K - $39.2K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
112
$45.2 - $50.55 $5.06K - $5.66K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
19
$104.14 - $124.22 $1.98K - $2.36K
LMT
Lockheed Martin Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
51
$371.02 - $394.1 $18.9K - $20.1K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
232
$86.11 - $91.92 $20K - $21.3K
MCHP
Microchip Technology Inc

Technology
Q2 2021 Filed on Aug 16, 2021
20
$69.57 - $81.91 $1.39K - $1.64K
BG
Bungeltd

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
73
$77.2 - $91.32 $5.64K - $6.67K
ALLE
Allegion PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
21
$127.75 - $142.55 $2.68K - $2.99K
TWTR
Twitter, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
33
$50.11 - $72.45 $1.65K - $2.39K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
232
$605.5 - $721.45 $140K - $167K
General Electric CO Com
Q2 2021 Filed on Aug 16, 2021
1,462
N/A
ABBV
Abb Vie Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
318
$105.21 - $117.21 $33.5K - $37.3K
VICR
Vicor Corp

Technology
Q2 2021 Filed on Aug 16, 2021
889
$75.43 - $105.74 $67.1K - $94K
DISH
Dish Network Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
2,501
$36.8 - $46.53 $92K - $116K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
488
$45.22 - $57.27 $22.1K - $27.9K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2021 Filed on Aug 16, 2021
189
$108.21 - $124.8 $20.5K - $23.6K
AVGO
Broadcom Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
59
$422.38 - $488.48 $24.9K - $28.8K
PICK
Ishares Inc Msci Global Select

ETFs
Q2 2021 Filed on Aug 16, 2021
446
$42.55 - $50.98 $19K - $22.7K
AMT
American Tower Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
91
$240.06 - $272.79 $21.8K - $24.8K
USO
United States Oil Fund, LP

ETFs
Q2 2021 Filed on Aug 16, 2021
50
$40.28 - $50.25 $2.01K - $2.51K
BBIG
Vinco Ventures, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
1,000
$1.38 - $3.57 $1.38K - $3.57K
MOON
Direxion Shs ETF Tr Moonshot I
Q2 2021 Filed on Aug 16, 2021
687
N/A
RIGL
Rigel Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
100
$3.09 - $4.54 $309 - $454
DNMR
Danimer Scientific, Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
225
$15.89 - $38.33 $3.58K - $8.62K
GNOM
Global X Fds Genomics & Biotec

ETFs
Q2 2021 Filed on Aug 16, 2021
1,224
$19.75 - $24.89 $24.2K - $30.5K
BETZ
Listed Fds Trroundhill Sports
Q2 2021 Filed on Aug 16, 2021
1,878
N/A
HTEC
Robo Global Healthcare

ETFs
Q2 2021 Filed on Aug 16, 2021
648
$42.27 - $48.5 $27.4K - $31.4K
DFS
Discover Financial Services

Financial Services
Q2 2021 Filed on Aug 16, 2021
689
$96.8 - $124.19 $66.7K - $85.6K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
13
$387.58 - $454.22 $5.04K - $5.9K
ICLN
Ishares

ETFs
Q2 2021 Filed on Aug 16, 2021
1,172
$20.71 - $24.62 $24.3K - $28.9K
CCI
Crown Castle International Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
14
$174.46 - $200.24 $2.44K - $2.8K
UEC
Uranium Energy Corp

Energy
Q2 2021 Filed on Aug 16, 2021
3,000
$2.51 - $3.55 $7.53K - $10.7K
UNIT
Uniti Group Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,407
$10.37 - $11.4 $14.6K - $16K
XOM
Exxon Mobil Corp

Energy
Q2 2021 Filed on Aug 16, 2021
101
$55.27 - $64.66 $5.58K - $6.53K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2021 Filed on Aug 16, 2021
208
$61.91 - $67.42 $12.9K - $14K
OCGN
Ocugen, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
350
$5.52 - $15.68 $1.93K - $5.49K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
20
$42.87 - $51.65 $857 - $1.03K
KLAC
Kla Corp

Technology
Q2 2021 Filed on Aug 16, 2021
67
$286.74 - $355.08 $19.2K - $23.8K
MS
Morgan Stanley

Financial Services
Q2 2021 Filed on Aug 16, 2021
660
$77.29 - $93.96 $51K - $62K
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