Wealth Quarterback LLC Closed Holding Positions

Wealth Quarterback LLC

  • $192 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2020 Filed on Aug 17, 2020
28
$109.93 - $115.44 $3.08K - $3.23K
IWC
Russell Micro Cap ETF

ETFs
Q2 2020 Filed on Aug 17, 2020
146
$60.8 - $91.7 $8.88K - $13.4K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2020 Filed on Aug 17, 2020
201
$3.02 - $4.82 $607 - $969
LADR
Ladder Capital Corp

Real Estate
Q2 2020 Filed on Aug 17, 2020
280
$3.39 - $10.4 $949 - $2.91K
LAMR
Lamar Advertising CO

Real Estate
Q2 2020 Filed on Aug 17, 2020
47
$38.07 - $76.58 $1.79K - $3.6K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
53
$37.92 - $55.64 $2.01K - $2.95K
RODM
Hartford Multifactor Developed

ETFs
Q2 2020 Filed on Aug 17, 2020
384
$20.95 - $26.59 $8.04K - $10.2K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2020 Filed on Aug 17, 2020
50
$87.15 - $107.26 $4.36K - $5.36K
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q2 2020 Filed on Aug 17, 2020
250
$7.0 - $11.49 $1.75K - $2.87K
MRO
Marathon Oil Corp

Energy
Q2 2020 Filed on Aug 17, 2020
700
$3.12 - $8.43 $2.18K - $5.9K
MUR
Murphy Oil Corp

Energy
Q2 2020 Filed on Aug 17, 2020
37
$5.6 - $18.34 $207 - $679
National Oilwell Varco Inc
Q2 2020 Filed on Aug 17, 2020
332
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
321
$13.05 - $23.56 $4.19K - $7.56K
NTRS
Northern Trust Corp

Financial Services
Q2 2020 Filed on Aug 17, 2020
12
$70.25 - $91.99 $843 - $1.1K
Nuveen New Jersey Mun Value
Q2 2020 Filed on Aug 17, 2020
1,256
N/A
OII
Oceaneering International Inc

Energy
Q2 2020 Filed on Aug 17, 2020
50
$2.74 - $8.84 $137 - $442
ORAN
Orange

Communication Services
Q2 2020 Filed on Aug 17, 2020
75
$10.91 - $12.99 $818 - $974
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
56
$80.51 - $111.82 $4.51K - $6.26K
PACW
Pacwest Bancorp

Financial Services
Q2 2020 Filed on Aug 17, 2020
31
$15.55 - $24.73 $482 - $767
Penney J C Corp Inc
Q2 2020 Filed on Aug 17, 2020
1,300
N/A
PNW
Pinnacle West Capital Corp

Utilities
Q2 2020 Filed on Aug 17, 2020
12
$68.19 - $82.23 $818 - $987
PXD
Pioneer Natural Resources CO

Energy
Q2 2020 Filed on Aug 17, 2020
81
$67.77 - $116.78 $5.49K - $9.46K
PBI
Pitney Bowes Inc

Industrials
Q2 2020 Filed on Aug 17, 2020
223
$1.84 - $3.53 $410 - $787
RJF
Raymond James Financial Inc

Financial Services
Q2 2020 Filed on Aug 17, 2020
22
$38.35 - $54.44 $844 - $1.2K
Raytheon CO
Q2 2020 Filed on Aug 17, 2020
294
N/A
SSL
Sasol LTD

Basic Materials
Q2 2020 Filed on Aug 17, 2020
26
$1.89 - $10.99 $49.1 - $286
Sempra Energy
Q2 2020 Filed on Aug 17, 2020
85
N/A
SPG
Simon Property Group Inc

Real Estate
Q2 2020 Filed on Aug 17, 2020
89
$44.01 - $95.5 $3.92K - $8.5K
STM
St Microelectronics N.V.

Technology
Q2 2020 Filed on Aug 17, 2020
401
$19.22 - $27.96 $7.71K - $11.2K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
130
$11.01 - $17.98 $1.43K - $2.34K
TXT
Textron Inc

Industrials
Q2 2020 Filed on Aug 17, 2020
50
$23.38 - $40.55 $1.17K - $2.03K
THO
Thor Industries Inc

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
45
$36.16 - $114.76 $1.63K - $5.16K
Tiffany &Co New
Q2 2020 Filed on Aug 17, 2020
26
N/A
TUP
Tupperware Brands Corp

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
22
$1.37 - $7.9 $30.1 - $174
United Technologies Corp
Q2 2020 Filed on Aug 17, 2020
1,786
N/A
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2020 Filed on Aug 17, 2020
81
$105.17 - $111.65 $8.52K - $9.04K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2020 Filed on Aug 17, 2020
142
$88.97 - $93.19 $12.6K - $13.2K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2020 Filed on Aug 17, 2020
76
$67.79 - $86.78 $5.15K - $6.6K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2020 Filed on Aug 17, 2020
21
$40.33 - $50.46 $847 - $1.06K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2020 Filed on Aug 17, 2020
198
$74.55 - $100.43 $14.8K - $19.9K
WB
Weibo Corp

Communication Services
Q2 2020 Filed on Aug 17, 2020
24
$29.81 - $37.53 $715 - $901
WDC
Western Digital Corp

Technology
Q2 2020 Filed on Aug 17, 2020
24
$37.83 - $48.53 $908 - $1.16K
WBK
Westpac Banking Corporation

Financial Services
Q2 2020 Filed on Aug 17, 2020
533
N/A
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on Aug 17, 2020
595
$15.34 - $24.64 $9.13K - $14.7K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
32
$48.5 - $108.8 $1.55K - $3.48K
ZNOG
Zion Oil & Gas Inc

Energy
Q2 2020 Filed on Aug 17, 2020
5,167
$0.19 - $0.38 $982 - $1.96K
CVA
Covanta Holding Corporation

Industrials
Q2 2020 Filed on Aug 17, 2020
57
N/A
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q2 2020 Filed on Aug 17, 2020
158
$2.95 - $5.82 $466 - $920
Alps ETF Tr
Q2 2020 Filed on Aug 17, 2020
1,779
N/A
Track This Portfolio

Track Wealth Quarterback LLC Portfolio

Follow Wealth Quarterback LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Quarterback LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Quarterback LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email