Wealth Bridge Capital Management, LLC Closed Holding Positions

Wealth Bridge Capital Management, LLC

  • $348 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q2 2019 Filed on Aug 13, 2019
2,600
$24.63 - $24.96 $64K - $64.9K
ZEN
Zendesk, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
12
$78.42 - $92.66 $941 - $1.11K
Weingarten Rlty Invs Sh Ben Int
Q2 2019 Filed on Aug 13, 2019
39
N/A
WMB
Williams Companies, Inc.

Energy
Q2 2019 Filed on Aug 13, 2019
1,741
$26.3 - $29.35 $45.8K - $51.1K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2019 Filed on Aug 13, 2019
143
N/A
HDB
Hdfc Bank LTD

Financial Services
Q2 2019 Filed on Aug 13, 2019
59
$56.46 - $65.08 $3.33K - $3.84K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
30
$482.35 - $641.39 $14.5K - $19.2K
GPRO
Go Pro, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
100
$5.46 - $7.55 $546 - $755
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2019 Filed on Aug 13, 2019
1,124
$25.53 - $26.16 $28.7K - $29.4K
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
Callon Pete CO Del Com
Q2 2019 Filed on Aug 13, 2019
1,265
N/A
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
Teekay Lng Partners L P Prtnrsp Units
Q2 2019 Filed on Aug 13, 2019
100
N/A
WATT
Energous Corp

Technology
Q2 2019 Filed on Aug 13, 2019
600
$4.0 - $6.18 $2.4K - $3.71K
AMAT
Applied Materials Inc

Technology
Q2 2019 Filed on Aug 13, 2019
1,476
$38.69 - $44.91 $57.1K - $66.3K
IPGP
Ipg Photonics Corp

Technology
Q2 2019 Filed on Aug 13, 2019
81
$125.17 - $181.63 $10.1K - $14.7K
SF
Stifel Financial Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
114
$35.75 - $39.79 $4.08K - $4.54K
AXP
American Express CO

Financial Services
Q2 2019 Filed on Aug 13, 2019
319
$109.85 - $124.92 $35K - $39.8K
CVGW
Calavo Growers Inc

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
133
$82.02 - $98.93 $10.9K - $13.2K
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
492
$62.3 - $75.18 $30.7K - $37K
CFG
Citizens Financial Group Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
2,020
$32.58 - $36.8 $65.8K - $74.3K
HPQ
Hp Inc

Technology
Q2 2019 Filed on Aug 13, 2019
63
$18.27 - $20.86 $1.15K - $1.31K
KLAC
Kla Corp

Technology
Q2 2019 Filed on Aug 13, 2019
291
$101.78 - $128.47 $29.6K - $37.4K
ADI
Analog Devices Inc

Technology
Q2 2019 Filed on Aug 13, 2019
4
$96.07 - $117.29 $384 - $469
PAYC
Paycom Software, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
2
$183.48 - $230.15 $367 - $460
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
20
$68.93 - $82.6 $1.38K - $1.65K
RZV
Invesco Fd Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
252
$57.64 - $68.41 $14.5K - $17.2K
CGC
Canopy Growth Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
1,607
$38.73 - $52.03 $62.2K - $83.6K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2019 Filed on Aug 13, 2019
312
N/A
Mobile Telesystems Pjsc Sponsored Adr
Q2 2019 Filed on Aug 13, 2019
388
N/A
LFC
China Life Insurance CO LTD

Financial Services
Q2 2019 Filed on Aug 13, 2019
421
$11.28 - $14.45 $4.75K - $6.08K
GVI
Ishares Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
376
$109.65 - $112.31 $41.2K - $42.2K
TDG
Trans Digm Group Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
60
$440.95 - $497.46 $26.5K - $29.8K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2019 Filed on Aug 13, 2019
355
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2019 Filed on Aug 13, 2019
770
$27.63 - $29.26 $21.3K - $22.5K
USDP
Usd Partners LP

Industrials
Q2 2019 Filed on Aug 13, 2019
1,870
$10.56 - $11.31 $19.7K - $21.1K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
2,000
$13.18 - $14.0 $26.4K - $28K
Chesapeake Energy Corp Com
Q2 2019 Filed on Aug 13, 2019
20
N/A
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
4,982
$12.65 - $13.2 $63K - $65.8K
ZTS
Zoetis Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
711
$97.98 - $114.28 $69.7K - $81.3K
IVZ
Invesco Ltd.

Financial Services
Q2 2019 Filed on Aug 13, 2019
27
$19.54 - $21.97 $528 - $593
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
8
$111.27 - $125.15 $890 - $1K
PTC
Ptc Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
88
$80.86 - $101.89 $7.12K - $8.97K
NFG
National Fuel Gas CO

Energy
Q2 2019 Filed on Aug 13, 2019
27
$51.87 - $61.01 $1.4K - $1.65K
LII
Lennox International Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
235
$264.11 - $285.5 $62.1K - $67.1K
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