Strategic Wealth Investment Group, LLC Closed Holding Positions

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VULMF
Vulcan Minerals Inc (F)
Q2 2022 Filed on Aug 08, 2022
19,500
$0.14 - $0.28 $2.73K - $5.46K
GE
General Electric CO

Industrials
Q2 2022 Filed on Aug 08, 2022
2,891
$63.67 - $92.49 $184K - $267K
Gs Finance Corp Note Index Lnkd
Q2 2022 Filed on Aug 08, 2022
200
N/A
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q2 2022 Filed on Aug 08, 2022
9,266
$20.54 - $23.36 $190K - $216K
Gs Finance Corp Note Index Lnkd
Q2 2022 Filed on Aug 08, 2022
237
N/A
Jp Morgan Chase Finl CO LLC Note Index Lnkd
Q2 2022 Filed on Aug 08, 2022
135
N/A
EVLVW
Evolv Technologies Hldgs Inc W

Industrials
Q1 2022 Filed on Apr 26, 2022
500
$0.19 - $0.86 $95 - $430
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2022 Filed on Apr 26, 2022
4
N/A
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on Apr 26, 2022
1,104
$141.29 - $188.69 $156K - $208K
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Jan 21, 2022
7,962
$20.77 - $33.88 $165K - $270K
MMM
3 M CO

Industrials
Q3 2021 Filed on Nov 15, 2021
1,009
$175.42 - $202.83 $177K - $205K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2021 Filed on Nov 15, 2021
10,868
$8.28 - $8.93 $90K - $97.1K
Castor Maritime Inc
Q2 2021 Filed on Jul 16, 2021
25,000
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2021 Filed on Jul 16, 2021
1,150
$260.67 - $292.07 $300K - $336K
SLX
Vaneck ETF Tr Steel ETF

ETFs
Q1 2021 Filed on Apr 22, 2021
42,903
$43.23 - $55.8 $1.85M - $2.39M
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2021 Filed on Apr 22, 2021
39,207
$28.36 - $41.23 $1.11M - $1.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2021 Filed on Apr 22, 2021
2,250
$88.61 - $92.83 $199K - $209K
General Electric CO
Q4 2020 Filed on Jan 15, 2021
21,072
N/A
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 15, 2021
9,537
$84.02 - $111.26 $801K - $1.06M
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 15, 2021
147
$1604.13 - $2227.27 $236K - $327K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 15, 2021
8,505
$90.23 - $132.4 $767K - $1.13M
CARZ
First Trust ETF Ii First Tr S
Q4 2020 Filed on Jan 15, 2021
23,192
N/A
USO
United States Oil Fund, LP

ETFs
Q4 2020 Filed on Jan 15, 2021
27,314
$25.25 - $33.48 $690K - $914K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2020 Filed on Jan 15, 2021
35,393
$19.22 - $34.31 $680K - $1.21M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2020 Filed on Jan 15, 2021
6,273
$53.12 - $84.4 $333K - $529K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q4 2020 Filed on Jan 15, 2021
14,492
$48.8 - $74.68 $707K - $1.08M
Bristol Myers Squibb CO
Q3 2020 Filed on Nov 03, 2020
240
N/A
Fs Kkr Cap Corp Ii
Q3 2020 Filed on Nov 03, 2020
11,460
N/A
Restorbio Inc
Q3 2020 Filed on Nov 03, 2020
26,940
N/A
SH
Proshares Short S&P500 New (De

ETFs
Q2 2020 Filed on Jul 13, 2020
316,505
$21.58 - $28.93 $6.83M - $9.16M
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2020 Filed on Jul 13, 2020
3,824
$90.54 - $104.76 $346K - $401K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2020 Filed on Jul 13, 2020
168,141
$10.5 - $12.46 $1.77M - $2.1M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
35,495
$78.7 - $109.59 $2.79M - $3.89M
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2020 Filed on Apr 20, 2020
2,388
$59.98 - $89.64 $143K - $214K
Ekso Bionics Hldgs Inc
Q1 2020 Filed on Apr 20, 2020
81,471
N/A
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2020 Filed on Apr 20, 2020
2,661
$72.03 - $172.53 $192K - $459K
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