Tlw Wealth Management, LLC Closed Holding Positions

Tlw Wealth Management, LLC

  • $168 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 25, 2022
50,863
$93.29 - $138.58 $4.75M - $7.05M
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
254,297
$35.76 - $51.7 $9.09M - $13.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 19, 2022
58,489
$93.61 - $194.94 $5.48M - $11.4M
SQ
Block, Inc.

Technology
Q2 2021 Filed on Jul 23, 2021
20,003
$197.13 - $273.23 $3.94M - $5.47M
KO
Coca Cola CO

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
109,308
$48.15 - $53.85 $5.26M - $5.89M
VZ
Verizon Communications Inc

Communication Services
Q2 2020 Filed on Aug 05, 2020
98,419
$52.92 - $58.46 $5.21M - $5.75M
EWC
Ishares Msci Canada ETF

ETFs
Q1 2020 Filed on May 01, 2020
565
$17.65 - $30.78 $9.97K - $17.4K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2020 Filed on May 01, 2020
35,727
$54.94 - $81.34 $1.96M - $2.91M
XYL
Xylem Inc.

Industrials
Q1 2020 Filed on May 01, 2020
44,464
$56.64 - $89.13 $2.52M - $3.96M
BA
Boeing CO

Industrials
Q1 2020 Filed on May 01, 2020
12,176
$95.01 - $347.45 $1.16M - $4.23M
FT
Franklin Universal Trust

Financial Services
Q1 2020 Filed on May 01, 2020
2,413
$4.89 - $8.31 $11.8K - $20.1K
GM
General Motors CO

Consumer Cyclical
Q4 2019 Filed on Jan 31, 2020
145,327
$33.88 - $38.72 $4.92M - $5.63M
KSS
Kohls Corp

Consumer Cyclical
Q4 2019 Filed on Jan 31, 2020
82,272
$45.94 - $59.08 $3.78M - $4.86M
SJM
J M Smucker CO

Consumer Defensive
Q4 2019 Filed on Jan 31, 2020
30,379
$101.51 - $108.4 $3.08M - $3.29M
CGC
Canopy Growth Corp

Healthcare
Q4 2019 Filed on Jan 31, 2020
40
$14.22 - $23.38 $569 - $935
NFLX
Netflix Inc

Communication Services
Q3 2019 Filed on Nov 12, 2019
7,700
$254.59 - $381.72 $1.96M - $2.94M
Aqua America Inc
Q2 2019 Filed on Jul 25, 2019
30,854
N/A
AWK
American Water Works Company, Inc.

Utilities
Q2 2019 Filed on Jul 25, 2019
11,350
$102.28 - $118.4 $1.16M - $1.34M
AUY
Yamana Gold Inc.

Basic Materials
Q1 2019 Filed on May 06, 2019
14,060
$2.31 - $2.83 $32.5K - $39.8K
Vereit Inc
Q1 2019 Filed on May 06, 2019
14,047
N/A
RTL
Necessity Retail Reit, Inc.

Real Estate
Q1 2019 Filed on May 06, 2019
223,802
N/A
Colony Cr Real Estate Inc
Q1 2019 Filed on May 06, 2019
240,395
N/A
GNL
Global Net Lease, Inc.

Real Estate
Q1 2019 Filed on May 06, 2019
14,905
$17.62 - $20.42 $263K - $304K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q1 2019 Filed on May 06, 2019
8,037
$40.24 - $43.94 $323K - $353K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2019 Filed on May 06, 2019
19,317
$34.55 - $36.63 $667K - $708K
HYG
Ishares Tr

ETFs
Q1 2019 Filed on May 06, 2019
2,724
$80.99 - $86.47 $221K - $236K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2019 Filed on May 06, 2019
540,615
$50.09 - $50.4 $27.1M - $27.2M
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2019 Filed on May 06, 2019
7,030
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2019 Filed on May 06, 2019
3,270
$66.44 - $91.91 $217K - $301K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2019 Filed on May 06, 2019
59,274
N/A
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2019 Filed on May 06, 2019
385,347
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2019 Filed on May 06, 2019
2,526
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2019 Filed on May 06, 2019
5,909
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2019 Filed on May 06, 2019
333,459
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2019 Filed on May 06, 2019
12,964
$37.67 - $43.15 $488K - $559K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2019 Filed on May 06, 2019
48,826
$36.75 - $41.54 $1.79M - $2.03M
WTER
Alkaline Water CO Inc

Consumer Defensive
Q1 2019 Filed on May 06, 2019
17,000
$2.38 - $3.88 $40.5K - $66K
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