Wealth Quarterback LLC Closed Holding Positions

Wealth Quarterback LLC

  • $204 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IRBO
Ishares Robotics & Artificial

ETFs
Q2 2020 Filed on Aug 17, 2020
100
$21.21 - $29.74 $2.12K - $2.97K
John Hancock Strategic Income Opportunities Fund Class I
Q2 2020 Filed on Aug 17, 2020
2,535
N/A
Jp Morgan Value Advantage Fund Class C
Q2 2020 Filed on Aug 17, 2020
680
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q2 2020 Filed on Aug 17, 2020
40
$80.89 - $108.13 $3.24K - $4.33K
MEOH
Methanex Corp

Basic Materials
Q2 2020 Filed on Aug 17, 2020
22
$11.5 - $24.77 $253 - $545
MCHOY
Multichoice Group LTD Adr (Zaf

Communication Services
Q2 2020 Filed on Aug 17, 2020
38
$4.37 - $6.23 $166 - $237
NMIH
Nmi Holdings, Inc.

Financial Services
Q2 2020 Filed on Aug 17, 2020
101
$9.73 - $19.57 $983 - $1.98K
Natixis Oakmark International Fund Class C
Q2 2020 Filed on Aug 17, 2020
1,001
N/A
New Jersey St Econ Dev Auth
Q2 2020 Filed on Aug 17, 2020
30,000
N/A
New Jersey St Econ Dev Auth
Q2 2020 Filed on Aug 17, 2020
10,000
N/A
New Jersey St Econ Dev Auth
Q2 2020 Filed on Aug 17, 2020
25,000
N/A
New Jersey St Transprtn Trust
Q2 2020 Filed on Aug 17, 2020
25,000
N/A
New Jersey St Transprtn Trust Fund
Q2 2020 Filed on Aug 17, 2020
10,000
N/A
New Jersey St Transprtn Trust Fund
Q2 2020 Filed on Aug 17, 2020
25,000
N/A
NWBI
Northwest Bancshares, Inc.

Financial Services
Q2 2020 Filed on Aug 17, 2020
1
$9.03 - $12.13 $9.03 - $12.1
Nuveen All American Muni Bond Fund Class I
Q2 2020 Filed on Aug 17, 2020
432
N/A
QD
Qudian Inc.

Financial Services
Q2 2020 Filed on Aug 17, 2020
39
$1.47 - $1.89 $57.3 - $73.7
HOUS
Anywhere Real Estate Inc.

Real Estate
Q2 2020 Filed on Aug 17, 2020
60
$2.36 - $8.24 $142 - $494
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2020 Filed on Aug 17, 2020
186
N/A
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q2 2020 Filed on Aug 17, 2020
2
$31.04 - $71.82 $62.1 - $144
HSIC
Henry Schein Inc

Healthcare
Q2 2020 Filed on Aug 17, 2020
25
$46.35 - $66.96 $1.16K - $1.67K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2020 Filed on Aug 17, 2020
101
$100.07 - $150.7 $10.1K - $15.2K
SEAC
Seachange International Inc

Technology
Q2 2020 Filed on Aug 17, 2020
200
$1.42 - $3.63 $284 - $726
SVM
Silvercorp Metals Inc

Basic Materials
Q2 2020 Filed on Aug 17, 2020
657
$3.24 - $5.37 $2.13K - $3.53K
SNDL
Sundial Growers Inc.

Healthcare
Q2 2020 Filed on Aug 17, 2020
100
$3.87 - $11.0 $387 - $1.1K
SNPS
Synopsys Inc

Technology
Q2 2020 Filed on Aug 17, 2020
6
$124.55 - $195.0 $747 - $1.17K
Synchrony Finl Sr Nt
Q2 2020 Filed on Aug 17, 2020
50,000
N/A
Tc Pipelines LP
Q2 2020 Filed on Aug 17, 2020
122
N/A
Tailored Brands Inc
Q2 2020 Filed on Aug 17, 2020
403
N/A
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2020 Filed on Aug 17, 2020
47
$60.05 - $98.92 $2.82K - $4.65K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q2 2020 Filed on Aug 17, 2020
123
$4.26 - $9.72 $524 - $1.2K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q2 2020 Filed on Aug 17, 2020
796
$47.06 - $64.0 $37.5K - $50.9K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q2 2020 Filed on Aug 17, 2020
68
$9.66 - $12.02 $657 - $817
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2020 Filed on Aug 17, 2020
567
$48.74 - $50.23 $27.6K - $28.5K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2020 Filed on Aug 17, 2020
157
$78.35 - $82.66 $12.3K - $13K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2020 Filed on Aug 17, 2020
57
$37.08 - $49.88 $2.11K - $2.84K
VEEV
Veeva Systems Inc

Healthcare
Q2 2020 Filed on Aug 17, 2020
50
$150.11 - $239.1 $7.51K - $12K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2020 Filed on Aug 17, 2020
129
$83.41 - $125.14 $10.8K - $16.1K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q2 2020 Filed on Aug 17, 2020
146
$44.96 - $59.68 $6.56K - $8.71K
ZTS
Zoetis Inc.

Healthcare
Q2 2020 Filed on Aug 17, 2020
62
$111.92 - $142.53 $6.94K - $8.84K
ABB
Abb LTD

Industrials
Q1 2020 Filed on May 14, 2020
520
$14.85 - $25.16 $7.72K - $13.1K
Alexion Pharmaceuticals Inc
Q1 2020 Filed on May 14, 2020
88
N/A
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
9
$29.31 - $46.12 $264 - $415
CDNS
Cadence Design Systems Inc

Technology
Q1 2020 Filed on May 14, 2020
25
$54.32 - $80.02 $1.36K - $2K
CCL
Carnival Corp

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
95
$9.3 - $51.9 $884 - $4.93K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2020 Filed on May 14, 2020
454
$41.61 - $71.42 $18.9K - $32.4K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
14
$49.22 - $97.85 $689 - $1.37K
CAMP
Cal Amp Corp.

Technology
Q1 2020 Filed on May 14, 2020
117
$3.73 - $10.96 $436 - $1.28K
CC
Chemours CO

Basic Materials
Q1 2020 Filed on May 14, 2020
56
$8.21 - $19.7 $460 - $1.1K
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