Stuart Chaussee & Associates, Inc. Closed Holding Positions

Stuart Chaussee & Associates, Inc.

  • $155 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2020 Filed on May 14, 2020
555
$42.17 - $63.99 $23.4K - $35.5K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 14, 2020
12,773
$12.27 - $29.02 $157K - $371K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
126
$20.06 - $31.73 $2.53K - $4K
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2020 Filed on May 14, 2020
235,789
$31.52 - $36.94 $7.43M - $8.71M
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on May 14, 2020
90
$28.93 - $59.2 $2.6K - $5.33K
DHR
Danaher Corp

Healthcare
Q1 2020 Filed on May 14, 2020
22
$121.39 - $169.05 $2.67K - $3.72K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 14, 2020
248
$105.05 - $134.27 $26.1K - $33.3K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on May 14, 2020
726
$22.29 - $38.7 $16.2K - $28.1K
Raytheon
Q1 2020 Filed on May 14, 2020
853
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on May 14, 2020
10
$4.25 - $12.55 $42.5 - $126
SNAP
Snap Inc

Communication Services
Q1 2020 Filed on May 14, 2020
1,000
$8.37 - $19.25 $8.37K - $19.3K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
5
$2.86 - $10.32 $14.3 - $51.6
PSX
Phillips 66

Energy
Q1 2020 Filed on May 14, 2020
163
$42.09 - $112.2 $6.86K - $18.3K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2020 Filed on May 14, 2020
32
$83.77 - $92.22 $2.68K - $2.95K
UBER
Uber Technologies, Inc

Technology
Q1 2020 Filed on May 14, 2020
230
$14.82 - $41.27 $3.41K - $9.49K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
300
$10.37 - $20.48 $3.11K - $6.14K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on May 14, 2020
219
$34.6 - $51.17 $7.58K - $11.2K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
248
$196.85 - $231.21 $48.8K - $57.3K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
10,375
$22.24 - $24.07 $231K - $250K
IYR
Ishares Tr

ETFs
Q4 2019 Filed on Feb 10, 2020
3,465
$89.52 - $95.36 $310K - $330K
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
125
$138.39 - $165.67 $17.3K - $20.7K
SOXL
Direxion Daily Semiconductor B

ETFs
Q3 2019 Filed on Oct 21, 2019
10,100
$11.0 - $12.59 $111K - $127K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q3 2019 Filed on Oct 21, 2019
325
$31.79 - $32.44 $10.3K - $10.5K
Frontier Communications
Q3 2019 Filed on Oct 21, 2019
10
N/A
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q2 2019 Filed on Aug 08, 2019
1,636
$16.58 - $20.49 $27.1K - $33.5K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2019 Filed on May 08, 2019
619,540
$50.09 - $50.4 $31M - $31.2M
Shire
Q1 2019 Filed on May 08, 2019
325
N/A
SPYG
Spdr Portfolio

ETFs
Q1 2019 Filed on May 08, 2019
4,110
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2018 Filed on Jan 11, 2019
3,010
$38.0 - $42.93 $114K - $129K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q4 2018 Filed on Jan 11, 2019
154,484
N/A
Invesco Variable Rate Pref.
Q4 2018 Filed on Jan 11, 2019
6,000
N/A
Invesco Preferred
Q4 2018 Filed on Jan 11, 2019
11,915
N/A
Invesco Financial Preferred
Q4 2018 Filed on Jan 11, 2019
6,365
N/A
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Jan 11, 2019
6,845
$19.84 - $25.88 $136K - $177K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2018 Filed on Jan 11, 2019
370,093
$33.41 - $36.68 $12.4M - $13.6M
PACW
Pacwest Bancorp

Financial Services
Q4 2018 Filed on Jan 11, 2019
2,586
$31.49 - $48.83 $81.4K - $126K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q4 2018 Filed on Jan 11, 2019
1,440,707
N/A
OXY
Occidental Petroleum Corp

Energy
Q3 2018 Filed on Nov 13, 2018
520
$75.74 - $85.7 $39.4K - $44.6K
HAL
Halliburton CO

Energy
Q3 2018 Filed on Nov 13, 2018
652
$36.69 - $46.26 $23.9K - $30.2K
VIDI
Vident Intl Equity Fd

ETFs
Q2 2018 Filed on Jul 27, 2018
915
N/A
Blackhawk Network Holdings Inc Com
Q2 2018 Filed on Jul 27, 2018
82
N/A
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2018 Filed on Jul 27, 2018
770
$64.52 - $69.36 $49.7K - $53.4K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2018 Filed on Apr 19, 2018
791,238
$37.16 - $39.0 $29.4M - $30.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2018 Filed on Apr 19, 2018
215
N/A
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2018 Filed on Apr 19, 2018
350,690
$69.83 - $77.54 $24.5M - $27.2M
Dominion Energy Inc Com
Q1 2018 Filed on Apr 19, 2018
655
N/A
Altria Group Inc Com
Q1 2018 Filed on Apr 19, 2018
2,626
N/A
Salesforce.Com Inc Com
Q1 2018 Filed on Apr 19, 2018
19
N/A
PH
Parker Hannifin Corp

Industrials
Q1 2018 Filed on Apr 19, 2018
9
$168.15 - $210.94 $1.51K - $1.9K
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