Strategic Equity Management Closed Holding Positions

Strategic Equity Management

  • $184 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
100,816
$49.77 - $50.57 $5.02M - $5.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2022 Filed on Jul 26, 2022
69,925
$108.57 - $135.98 $7.59M - $9.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Jul 26, 2022
25,901
$271.39 - $369.3 $7.03M - $9.57M
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
212
$628.16 - $1145.45 $133K - $243K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2022 Filed on Jul 26, 2022
105,232
$70.31 - $80.24 $7.4M - $8.44M
DVY
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
64,041
$113.21 - $132.14 $7.25M - $8.46M
MBB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
89,961
$94.4 - $101.46 $8.49M - $9.13M
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
74
$102.31 - $168.35 $7.57K - $12.5K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Jul 26, 2022
100,631
$107.41 - $121.51 $10.8M - $12.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2022 Filed on Jul 26, 2022
101,468
$73.3 - $79.23 $7.44M - $8.04M
GNMA
Ishares Gnma Bond ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
191,725
$44.3 - $47.49 $8.49M - $9.11M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
24,164
$113.44 - $123.09 $2.74M - $2.97M
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on May 02, 2022
39,329
$254.37 - $323.09 $10M - $12.7M
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2022 Filed on May 02, 2022
1,808
$165.62 - $182.58 $299K - $330K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2022 Filed on May 02, 2022
2,591
$140.72 - $152.6 $365K - $395K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
2,149
$74.08 - $93.14 $159K - $200K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2021 Filed on Jan 18, 2022
52,947
N/A
VLUE
Ishares Msci Usa Value Factor

ETFs
Q4 2021 Filed on Jan 18, 2022
80,191
$101.38 - $109.77 $8.13M - $8.8M
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Jul 28, 2021
94,801
$63.17 - $68.14 $5.99M - $6.46M
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