United Asset Strategies, Inc. Closed Holding Positions

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PARA
Paramount Global

Communication Services
Q3 2020 Filed on Nov 03, 2020
85,134
$22.1 - $30.68 $1.88M - $2.61M
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 03, 2020
10,000
$16.22 - $18.3 $162K - $183K
BXP
Boston Properties Inc

Real Estate
Q2 2020 Filed on Aug 03, 2020
64,443
$74.8 - $107.16 $4.82M - $6.91M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2020 Filed on Aug 03, 2020
62,283
$30.01 - $35.86 $1.87M - $2.23M
CF
Cf Industries Holdings, Inc.

Basic Materials
Q2 2020 Filed on Aug 03, 2020
12,770
$24.59 - $32.98 $314K - $421K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
9,384
$32.14 - $58.83 $302K - $552K
United Technologies Corp
Q2 2020 Filed on Aug 03, 2020
16,411
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2020 Filed on Aug 03, 2020
142,741
$12.54 - $14.56 $1.79M - $2.08M
Flir Sys Inc
Q2 2020 Filed on Aug 03, 2020
26,776
N/A
CMA
Comerica Inc

Financial Services
Q2 2020 Filed on Aug 03, 2020
23,239
$26.05 - $46.77 $605K - $1.09M
GS
Goldman Sachs Group Inc

Financial Services
Q2 2020 Filed on Aug 03, 2020
7,284
$145.29 - $220.81 $1.06M - $1.61M
Alps ETF Tr
Q2 2020 Filed on Aug 03, 2020
12,845
N/A
PLD
Prologis, Inc.

Real Estate
Q1 2020 Filed on May 08, 2020
7,607
$62.82 - $99.23 $478K - $755K
CLR
Continental Resources, Inc

Energy
Q1 2020 Filed on May 08, 2020
20,061
$7.05 - $36.02 $141K - $723K
EVR
Evercore Inc.

Financial Services
Q1 2020 Filed on May 08, 2020
39,123
$35.75 - $82.26 $1.4M - $3.22M
TFLO
Ishares Treasury Floating Rate

ETFs
Q1 2020 Filed on May 08, 2020
16,674
$50.22 - $50.36 $837K - $840K
Spdr Series Trust
Q1 2020 Filed on May 08, 2020
10,946
N/A
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on May 08, 2020
13,893
$25.25 - $85.85 $351K - $1.19M
EQH
Equitable Holdings, Inc.

Financial Services
Q1 2020 Filed on May 08, 2020
28,395
$10.42 - $27.15 $296K - $771K
ELV
Elevance Health, Inc.

Healthcare
Q1 2020 Filed on May 08, 2020
2,001
$174.68 - $307.74 $350K - $616K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on May 08, 2020
81,882
$22.28 - $36.03 $1.82M - $2.95M
Aurora Cannabis Inc
Q1 2020 Filed on May 08, 2020
10,915
N/A
VEEV
Veeva Systems Inc

Healthcare
Q1 2020 Filed on May 08, 2020
4,136
$120.93 - $164.97 $500K - $682K
IDV
Ishares Tr

ETFs
Q1 2020 Filed on May 08, 2020
22,606
$19.58 - $34.05 $443K - $770K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2020 Filed on May 08, 2020
6,255
$21.28 - $89.74 $133K - $561K
ILMN
Illumina, Inc.

Healthcare
Q1 2020 Filed on May 08, 2020
20,734
$209.2 - $335.53 $4.34M - $6.96M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2020 Filed on May 08, 2020
12,993
$23.43 - $32.52 $304K - $423K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2020 Filed on May 08, 2020
3,803
$46.4 - $67.43 $176K - $256K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2020 Filed on May 08, 2020
62,318
$37.1 - $59.09 $2.31M - $3.68M
DOW
Dow Inc.

Basic Materials
Q1 2020 Filed on May 08, 2020
13,783
$22.0 - $53.75 $303K - $741K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on May 08, 2020
3,137
$56.91 - $99.57 $179K - $312K
LNG
Cheniere Energy, Inc.

Energy
Q1 2020 Filed on May 08, 2020
50,057
$29.82 - $66.0 $1.49M - $3.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q1 2020 Filed on May 08, 2020
23,466
$13.6 - $20.48 $319K - $481K
Global X Fds
Q1 2020 Filed on May 08, 2020
81,769
N/A
OKE
Oneok Inc

Energy
Q1 2020 Filed on May 08, 2020
22,490
$15.37 - $77.52 $346K - $1.74M
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on May 08, 2020
36,043
$28.46 - $63.5 $1.03M - $2.29M
PRU
Prudential Financial Inc

Financial Services
Q1 2020 Filed on May 08, 2020
9,414
$39.22 - $97.1 $369K - $914K
BSX
Boston Scientific Corp

Healthcare
Q1 2020 Filed on May 08, 2020
143,198
$25.83 - $45.71 $3.7M - $6.55M
CNP
Centerpoint Energy Inc

Utilities
Q1 2020 Filed on May 08, 2020
16,175
$12.1 - $27.18 $196K - $440K
Buckeye Partners L P
Q4 2019 Filed on Feb 12, 2020
7,500
N/A
PK
Park Hotels & Resorts Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
87,002
$22.02 - $26.46 $1.92M - $2.3M
New Age Beverages Corp
Q4 2019 Filed on Feb 12, 2020
15,400
N/A
CDW
Cdw Corp

Technology
Q4 2019 Filed on Feb 12, 2020
5,721
$119.68 - $144.63 $685K - $827K
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
10,594
$37.13 - $46.63 $393K - $494K
Bb&T Corp
Q4 2019 Filed on Feb 12, 2020
126,858
N/A
LCUT
Lifetime Brands, Inc

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
19,514
$6.07 - $8.48 $118K - $165K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2019 Filed on Feb 12, 2020
28,853
$16.07 - $21.03 $464K - $607K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
4,877
$22.24 - $24.07 $108K - $117K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2019 Filed on Feb 12, 2020
20,421
$35.06 - $35.42 $716K - $723K
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