Wealth Quarterback LLC Closed Holding Positions

Wealth Quarterback LLC

  • $212 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
168
$105.82 - $134.76 $17.8K - $22.6K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
386
$140.99 - $168.41 $54.4K - $65K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Aug 15, 2022
627
$61.85 - $78.06 $38.8K - $48.9K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
296
$209.9 - $283.21 $62.1K - $83.8K
IYW
Ishares Dj Us Tech ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
5
$77.53 - $105.04 $388 - $525
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 15, 2022
12
$54.29 - $67.38 $651 - $809
IDV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
349
$26.84 - $32.0 $9.37K - $11.2K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
785
$73.1 - $82.57 $57.4K - $64.8K
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2022 Filed on Aug 15, 2022
106
$75.39 - $99.18 $7.99K - $10.5K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2022 Filed on Aug 15, 2022
200
$116.23 - $121.42 $23.2K - $24.3K
SHV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
353
$109.96 - $110.28 $38.8K - $38.9K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Aug 15, 2022
6,873
$32.02 - $36.26 $220K - $249K
EFG
Msci Eafe Growth ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
10
$77.95 - $97.78 $780 - $978
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q2 2022 Filed on Aug 15, 2022
2
$51.89 - $61.91 $104 - $124
INDY
Ishares India 50 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
76
$40.29 - $48.41 $3.06K - $3.68K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2022 Filed on Aug 15, 2022
267
$38.3 - $43.06 $10.2K - $11.5K
KSU
Kansas City Southern

Industrials
Q2 2022 Filed on Aug 15, 2022
139
N/A
KTCC
Key Tronic Corp

Technology
Q2 2022 Filed on Aug 15, 2022
439
$4.36 - $5.65 $1.91K - $2.48K
KEY
Keycorp

Financial Services
Q2 2022 Filed on Aug 15, 2022
325
$17.0 - $21.75 $5.53K - $7.07K
KGC
Kinross Gold Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
1,748
$3.58 - $6.21 $6.26K - $10.9K
KSS
Kohls Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
119
$35.69 - $61.42 $4.25K - $7.31K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
5,127
$35.58 - $44.29 $182K - $227K
KBA
Kraneshares Bosera Msci China

ETFs
Q2 2022 Filed on Aug 15, 2022
17,232
$31.72 - $38.81 $547K - $669K
LRCX
Lam Research Corp

Technology
Q2 2022 Filed on Aug 15, 2022
1,143
$418.3 - $535.55 $478K - $612K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
860
$60.29 - $72.67 $51.8K - $62.5K
LEN
Lennar Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
12,754
$64.49 - $83.43 $823K - $1.06M
LENB
Lennar Corporation Cl B
Q2 2022 Filed on Aug 15, 2022
3
N/A
LYV
Live Nation Entertainment, Inc.

Communication Services
Q2 2022 Filed on Aug 15, 2022
13
$81.77 - $116.17 $1.06K - $1.51K
LPSN
Liveperson Inc

Technology
Q2 2022 Filed on Aug 15, 2022
20
$12.02 - $26.18 $240 - $524
L
Loews Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
51
$56.9 - $67.36 $2.9K - $3.44K
MKL
Markel Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
8
$1261.21 - $1497.39 $10.1K - $12K
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
573
$133.06 - $190.3 $76.2K - $109K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2022 Filed on Aug 15, 2022
65
$297.3 - $385.06 $19.3K - $25K
MTDR
Matador Resources CO

Energy
Q2 2022 Filed on Aug 15, 2022
815
$45.58 - $66.56 $37.1K - $54.2K
MAT
Mattel Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
125
$21.46 - $26.97 $2.68K - $3.37K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
1,739
$82.54 - $104.28 $144K - $181K
Meredith Corp
Q2 2022 Filed on Aug 15, 2022
317
N/A
MCHP
Microchip Technology Inc

Technology
Q2 2022 Filed on Aug 15, 2022
2,620
$57.13 - $74.38 $150K - $195K
MU
Micron Technology Inc

Technology
Q2 2022 Filed on Aug 15, 2022
1,443
$55.01 - $77.67 $79.4K - $112K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
105
$116.67 - $157.83 $12.3K - $16.6K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
10,001
$58.47 - $66.38 $585K - $664K
MS
Morgan Stanley

Financial Services
Q2 2022 Filed on Aug 15, 2022
15
$72.9 - $90.61 $1.09K - $1.36K
NGG
National Grid PLC

Utilities
Q2 2022 Filed on Aug 15, 2022
760
$63.23 - $80.01 $48.1K - $60.8K
NJR
New Jersey Resources Corp

Utilities
Q2 2022 Filed on Aug 15, 2022
3,152
$41.33 - $47.17 $130K - $149K
New Oriental Ed & Technology
Q2 2022 Filed on Aug 15, 2022
1,200
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,159
$8.65 - $10.62 $18.7K - $22.9K
NYMT
New York Mortgage Trust Inc

Real Estate
Q2 2022 Filed on Aug 15, 2022
2,177
$2.27 - $3.65 $4.94K - $7.95K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
1,070
$17.86 - $24.26 $19.1K - $26K
NEU
Newmarket Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
12,874
$289.28 - $350.83 $3.72M - $4.52M
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