Traverso Chambers Private Wealth Management, LLC Closed Holding Positions

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
208,615
N/A
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
1,244
$117.57 - $166.39 $146K - $207K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 13, 2022
1,317
$132.23 - $175.09 $174K - $231K
PCG
Pg&E Corp

Utilities
Q4 2021 Filed on Jan 19, 2022
10,416
$9.61 - $12.63 $100K - $132K
General Electric CO
Q3 2021 Filed on Oct 08, 2021
16,033
N/A
Advisorshares Tr
Q1 2021 Filed on Apr 15, 2021
32,476
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2020 Filed on Jan 19, 2021
10,600
$8.37 - $12.34 $88.7K - $131K
United Technologies Corp
Q2 2020 Filed on Jul 09, 2020
8,265
N/A
DOG
Proshares Short Dow30 ETF New

ETFs
Q2 2020 Filed on Jul 09, 2020
6,696
N/A
DWM
Wisdomtree Tr

ETFs
Q2 2020 Filed on Jul 09, 2020
15,796
N/A
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q2 2020 Filed on Jul 09, 2020
6,424
$29.5 - $41.87 $190K - $269K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2020 Filed on Apr 10, 2020
235,976
$48.93 - $50.6 $11.5M - $11.9M
IGM
Ishares Expanded Tech Sector E

ETFs
Q1 2020 Filed on Apr 10, 2020
974
N/A
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q1 2020 Filed on Apr 10, 2020
11,188
$22.46 - $34.72 $251K - $388K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on Apr 10, 2020
13,800
N/A
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
Q1 2020 Filed on Apr 10, 2020
13,073
N/A
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q1 2020 Filed on Apr 10, 2020
12,264
$1.93 - $4.21 $23.7K - $51.6K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on Apr 10, 2020
25,753
N/A
RWX
Spdr Dow Jones International R

ETFs
Q1 2020 Filed on Apr 10, 2020
9,273
N/A
AIVI
Kemiao Garment Holding Group

ETFs
Q1 2020 Filed on Apr 10, 2020
294,345
$27.81 - $43.06 $8.19M - $12.7M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2019 Filed on Jan 09, 2020
10,033
$13.76 - $14.27 $138K - $143K
Blackstone Group L P
Q3 2019 Filed on Oct 31, 2019
10,097
N/A
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q3 2019 Filed on Oct 31, 2019
11,188
$33.71 - $36.39 $377K - $407K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2019 Filed on Jul 17, 2019
11,002
$15.56 - $18.88 $171K - $208K
Dowdupont Inc
Q2 2019 Filed on Jul 17, 2019
7,850
N/A
BP
Bp PLC

Energy
Q2 2019 Filed on Jul 17, 2019
4,736
$40.44 - $45.23 $192K - $214K
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