Wealth Bridge Capital Management, LLC Closed Holding Positions

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2020 Filed on May 15, 2020
5,275
$21.02 - $39.9 $111K - $210K
RODM
Hartford Multifactor Developed

ETFs
Q1 2020 Filed on May 15, 2020
8,711
$19.02 - $29.71 $166K - $259K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q4 2019 Filed on Feb 12, 2020
16,412
$8.96 - $9.24 $147K - $152K
Ascena Retail Group Inc Com
Q4 2019 Filed on Feb 12, 2020
10,000
N/A
Blackrock Munihlds Invstm Qlty Com
Q4 2019 Filed on Feb 12, 2020
10,026
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2019 Filed on Nov 14, 2019
4,477
$51.46 - $52.73 $230K - $236K
Harris Corp Del Com
Q3 2019 Filed on Nov 14, 2019
2,036
N/A
Wisdomtree Continuous Commodity Index Fund
Q3 2019 Filed on Nov 14, 2019
19,407
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2019 Filed on Nov 14, 2019
4,104
$70.31 - $73.75 $289K - $303K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2019 Filed on Aug 13, 2019
19
$118.17 - $124.37 $2.25K - $2.36K
TXN
Texas Instruments Inc

Technology
Q2 2019 Filed on Aug 13, 2019
313
$103.21 - $118.43 $32.3K - $37.1K
MS
Morgan Stanley

Financial Services
Q2 2019 Filed on Aug 13, 2019
240
$40.69 - $48.46 $9.77K - $11.6K
TGT
Target Corp

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
1,300
$70.78 - $88.3 $92K - $115K
COUP
Coupa Software Inc

Technology
Q2 2019 Filed on Aug 13, 2019
99
$89.95 - $127.05 $8.91K - $12.6K
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2019 Filed on Aug 13, 2019
496
N/A
KLAC
Kla Corp

Technology
Q2 2019 Filed on Aug 13, 2019
291
$101.78 - $128.47 $29.6K - $37.4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2019 Filed on Aug 13, 2019
100
$39.79 - $44.01 $3.98K - $4.4K
United Technologies Corp Com
Q2 2019 Filed on Aug 13, 2019
346
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2019 Filed on Aug 13, 2019
1,220
$54.67 - $56.95 $66.7K - $69.5K
DBB
Invesco Db Base Metals Fund

ETFs
Q2 2019 Filed on Aug 13, 2019
600
$15.1 - $17.02 $9.06K - $10.2K
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
1,651
$39.27 - $45.23 $64.8K - $74.7K
Enel Americas S A Sponsored Adr
Q2 2019 Filed on Aug 13, 2019
572
N/A
IGHG
Proshares Investment Grade Int

ETFs
Q2 2019 Filed on Aug 13, 2019
600
N/A
GLNG
Golar Lng LTD

Energy
Q2 2019 Filed on Aug 13, 2019
1,548
$16.51 - $21.48 $25.6K - $33.3K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
230
$257.51 - $295.55 $59.2K - $68K
COLB
Columbia Banking System, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
302
$33.35 - $38.05 $10.1K - $11.5K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
10
$75.18 - $78.9 $752 - $789
MCHP
Microchip Technology Inc

Technology
Q2 2019 Filed on Aug 13, 2019
29
$39.55 - $50.38 $1.15K - $1.46K
MPWR
Monolithic Power Systems Inc

Technology
Q2 2019 Filed on Aug 13, 2019
3
$116.45 - $157.53 $349 - $473
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
819
$110.67 - $113.09 $90.6K - $92.6K
ALB
Albemarle Corp

Basic Materials
Q2 2019 Filed on Aug 13, 2019
5
$63.3 - $86.94 $317 - $435
IDV
Ishares Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
400
N/A
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
141
N/A
VCR
Vanguard Consumer Discretionar

ETFs
Q2 2019 Filed on Aug 13, 2019
150
N/A
TDC
Teradata Corp

Technology
Q2 2019 Filed on Aug 13, 2019
28
$34.27 - $46.02 $960 - $1.29K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
278
$35.9 - $44.0 $9.98K - $12.2K
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
849
$49.73 - $55.42 $42.2K - $47.1K
KSS
Kohls Corp

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
5
$45.98 - $75.48 $230 - $377
KBE
Spdr S&P Bank ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
813
N/A
BC
Brunswick Corp

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
13
$41.48 - $54.48 $539 - $708
MKL
Markel Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
7
$978.74 - $1095.88 $6.85K - $7.67K
ORCL
Oracle Corp

Technology
Q2 2019 Filed on Aug 13, 2019
790
$50.24 - $56.99 $39.7K - $45K
ENS
Ener Sys

Industrials
Q2 2019 Filed on Aug 13, 2019
92
$56.23 - $71.64 $5.17K - $6.59K
CTLT
Catalent, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
18
$39.26 - $54.21 $707 - $976
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2019 Filed on Aug 13, 2019
568
N/A
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
3,100
$9.32 - $9.91 $28.9K - $30.7K
TMST
Timken Steel Corp

Basic Materials
Q2 2019 Filed on Aug 13, 2019
350
$7.03 - $11.8 $2.46K - $4.13K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2019 Filed on Aug 13, 2019
130
$55.8 - $59.5 $7.25K - $7.74K
UMC
United Microelectronics Corp

Technology
Q2 2019 Filed on Aug 13, 2019
1,304
$1.87 - $2.22 $2.44K - $2.89K
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