Wealth Quarterback LLC Closed Holding Positions

Wealth Quarterback LLC

  • $192 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on May 14, 2020
9
$18.68 - $28.22 $168 - $254
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on May 14, 2020
23
$18.2 - $29.21 $419 - $672
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2020 Filed on May 14, 2020
18
$22.56 - $40.75 $406 - $734
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2020 Filed on May 14, 2020
21
$55.04 - $58.78 $1.16K - $1.23K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2020 Filed on May 14, 2020
23
$53.09 - $59.55 $1.22K - $1.37K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2020 Filed on May 14, 2020
8
$20.7 - $34.9 $166 - $279
SCI
Service Corp International

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
29
$34.86 - $52.83 $1.01K - $1.53K
Sibanye Stillwater
Q1 2020 Filed on May 14, 2020
6
N/A
SWIR
Sierra Wireless Inc

Technology
Q1 2020 Filed on May 14, 2020
134
$4.67 - $10.3 $626 - $1.38K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q1 2020 Filed on May 14, 2020
52
$15.87 - $32.99 $825 - $1.72K
SPLK
Splunk Inc

Technology
Q1 2020 Filed on May 14, 2020
8
$95.71 - $174.17 $766 - $1.39K
TX
Ternium S.A.

Basic Materials
Q1 2020 Filed on May 14, 2020
38
$9.84 - $23.44 $374 - $891
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
Q1 2020 Filed on May 14, 2020
1
$4.54 - $6.28 $4.54 - $6.28
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2020 Filed on May 14, 2020
127
$9.27 - $18.41 $1.18K - $2.34K
Unilever N V
Q1 2020 Filed on May 14, 2020
251
N/A
UIS
Unisys Corp

Technology
Q1 2020 Filed on May 14, 2020
140
$8.59 - $17.89 $1.2K - $2.5K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q1 2020 Filed on May 14, 2020
732
$39.55 - $64.7 $29K - $47.4K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
300
$7.75 - $14.96 $2.33K - $4.49K
VALE
Vale S.A.

Basic Materials
Q1 2020 Filed on May 14, 2020
75
$6.58 - $13.63 $494 - $1.02K
Navistar Intl Corp New
Q1 2020 Filed on May 14, 2020
150
N/A
Bhp Group PLC
Q1 2020 Filed on May 14, 2020
251
N/A
Aevi Genomic Medicine Inc
Q1 2020 Filed on May 14, 2020
70
N/A
Aqua America Inc
Q1 2020 Filed on May 14, 2020
244
N/A
ARCC
Ares Capital Corp

Financial Services
Q1 2020 Filed on May 14, 2020
157
$8.08 - $19.23 $1.27K - $3.02K
Atlantic Pwr Corp
Q1 2020 Filed on May 14, 2020
900
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
45
$20.64 - $34.41 $929 - $1.55K
BOKF
Bok Financial Corp

Financial Services
Q1 2020 Filed on May 14, 2020
17
$35.4 - $87.41 $602 - $1.49K
SAN
Banco Santander, S.A.

Financial Services
Q1 2020 Filed on May 14, 2020
2,440
$2.16 - $4.32 $5.27K - $10.5K
CIB
Bancolombia Sa

Financial Services
Q1 2020 Filed on May 14, 2020
17
$16.57 - $55.94 $282 - $951
BGR
Black Rock Energy & Resources Trust

Financial Services
Q1 2020 Filed on May 14, 2020
349
$4.58 - $12.66 $1.6K - $4.42K
BST
Black Rock Science & Technology Trust

Financial Services
Q1 2020 Filed on May 14, 2020
11
$23.44 - $35.71 $258 - $393
CDW
Cdw Corp

Technology
Q1 2020 Filed on May 14, 2020
138
$79.56 - $144.6 $11K - $20K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2020 Filed on May 14, 2020
552
$36.27 - $54.71 $20K - $30.2K
CIM
Chimera Investment Corp

Real Estate
Q1 2020 Filed on May 14, 2020
102
$7.6 - $22.98 $775 - $2.34K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q1 2020 Filed on May 14, 2020
105
$12.99 - $27.62 $1.36K - $2.9K
Credit Suisse Nassau Brh
Q1 2020 Filed on May 14, 2020
220
N/A
DFNL
Davis Fundamental ETF Tr

ETFs
Q1 2020 Filed on May 14, 2020
3,444
$14.27 - $25.72 $49.1K - $88.6K
EWBC
East West Bancorp Inc

Financial Services
Q1 2020 Filed on May 14, 2020
37
$25.74 - $50.93 $952 - $1.88K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q1 2020 Filed on May 14, 2020
455
$9.11 - $19.0 $4.15K - $8.65K
EQIX
Equinix Inc

Real Estate
Q1 2020 Filed on May 14, 2020
2
$489.14 - $655.99 $978 - $1.31K
EQR
Equity Residential

Real Estate
Q1 2020 Filed on May 14, 2020
7
$51.39 - $87.01 $360 - $609
EXTR
Extreme Networks Inc

Technology
Q1 2020 Filed on May 14, 2020
122
$1.88 - $7.92 $229 - $966
Fidelity Gnma Fund Retail Class
Q1 2020 Filed on May 14, 2020
8,805
N/A
FNI
First Trust Chindia ETF

ETFs
Q1 2020 Filed on May 14, 2020
679
$28.4 - $42.51 $19.3K - $28.9K
FIW
First Trust Water ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,196
$40.66 - $64.13 $89.3K - $141K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
Q1 2020 Filed on May 14, 2020
2,146
$43.76 - $62.87 $93.9K - $135K
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2020 Filed on May 14, 2020
1,990
$23.18 - $45.94 $46.1K - $91.4K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q1 2020 Filed on May 14, 2020
2,026
$17.78 - $34.56 $36K - $70K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q1 2020 Filed on May 14, 2020
1,810
$22.82 - $39.99 $41.3K - $72.4K
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