Towerpoint Wealth, LLC Closed Holding Positions

Towerpoint Wealth, LLC

  • $209 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TROW
Price T Rowe Group Inc

Financial Services
Q2 2022 Filed on Aug 08, 2022
1,408
$106.09 - $155.76 $149K - $219K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2022 Filed on Aug 08, 2022
948
$167.96 - $227.2 $159K - $215K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
845
$194.2 - $261.13 $164K - $221K
FNDF
Schwab Fundamental Intl Large

ETFs
Q2 2022 Filed on Aug 08, 2022
6,448
$28.1 - $32.52 $181K - $210K
FTSL
First Trust Senior Ln Fund

ETFs
Q4 2021 Filed on Feb 04, 2022
8,193
$47.49 - $48.05 $389K - $394K
NCA
Nuveen California Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 04, 2022
12,275
$10.02 - $10.49 $123K - $129K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
11,010
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 27, 2021
78,361
N/A
K
Kellogg CO

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
3,360
$62.06 - $68.21 $209K - $229K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2021 Filed on May 10, 2021
6,495
$56.41 - $58.25 $366K - $378K
PIXY
Shift Pixy, Inc.

Industrials
Q3 2020 Filed on Nov 13, 2020
80,000
$3.44 - $5.47 $275K - $438K
DEX
Delaware Enhanced Global Dividend & Income Fund

Financial Services
Q3 2020 Filed on Nov 13, 2020
11,791
$8.07 - $9.32 $95.2K - $110K
DOW
Dow Inc.

Basic Materials
Q2 2020 Filed on Aug 07, 2020
12,395
$27.04 - $45.9 $335K - $569K
COP
Conocophillips

Energy
Q2 2020 Filed on Aug 07, 2020
28,900
$29.62 - $50.31 $856K - $1.45M
Israel Chemicals Limited
Q2 2020 Filed on Aug 07, 2020
19,255
N/A
PSX
Phillips 66

Energy
Q2 2020 Filed on Aug 07, 2020
16,736
$49.51 - $89.73 $829K - $1.5M
EIX
Edison International

Utilities
Q1 2020 Filed on May 08, 2020
3,212
$44.47 - $78.2 $143K - $251K
Shiftpixy Inc
Q4 2019 Filed on Jan 15, 2020
16,750
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2019 Filed on Jan 15, 2020
230
$146.61 - $164.29 $33.7K - $37.8K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q4 2019 Filed on Jan 15, 2020
351
$51.98 - $57.24 $18.2K - $20.1K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
569
$99.89 - $106.77 $56.8K - $60.8K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2019 Filed on Jan 15, 2020
3,836
$26.55 - $26.99 $102K - $104K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2019 Filed on Jan 15, 2020
175
$107.21 - $109.95 $18.8K - $19.2K
SRLN
Ssga Active Trust

ETFs
Q4 2019 Filed on Jan 15, 2020
311
$45.64 - $46.71 $14.2K - $14.5K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q4 2019 Filed on Jan 15, 2020
2,089
$29.44 - $32.1 $61.5K - $67.1K
IYK
Ishares U.S. Consumer Staples

ETFs
Q4 2019 Filed on Jan 15, 2020
50
$123.25 - $133.8 $6.16K - $6.69K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2019 Filed on Jan 15, 2020
125
$84.51 - $85.05 $10.6K - $10.6K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2019 Filed on Jan 15, 2020
260
$54.21 - $59.65 $14.1K - $15.5K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2019 Filed on Jan 15, 2020
35
$134.91 - $145.99 $4.72K - $5.11K
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
210
$61.39 - $69.03 $12.9K - $14.5K
EMB
Ishares Tr

ETFs
Q4 2019 Filed on Jan 15, 2020
1,430
$111.26 - $114.74 $159K - $164K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2019 Filed on Jan 15, 2020
225
$76.36 - $85.59 $17.2K - $19.3K
DVY
Ishares Tr

ETFs
Q4 2019 Filed on Jan 15, 2020
566
$98.25 - $105.76 $55.6K - $59.9K
EMLP
First Tr Exchange Traded Iv

ETFs
Q3 2019 Filed on Nov 05, 2019
14,716
$24.39 - $25.93 $359K - $382K
Dowdupont Inc
Q2 2019 Filed on Aug 07, 2019
29,236
N/A
PCG
Pg&E Corp

Utilities
Q1 2019 Filed on May 13, 2019
62,012
$6.36 - $24.4 $394K - $1.51M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2019 Filed on May 13, 2019
4,626
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 11, 2019
244,265
N/A
Dst Sys Inc Del
Q2 2018 Filed on Jul 31, 2018
10,400
N/A
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