Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CAH
Cardinal Health Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
896
$49.46 - $59.99 $44.3K - $53.8K
KMX
Carmax Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
105
$124.24 - $146.45 $13K - $15.4K
FUN
Cedar Fair L P

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
576
$40.18 - $46.57 $23.1K - $26.8K
CE
Celanese Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
300
$145.19 - $163.17 $43.6K - $49K
CX
Cemex Sab De Cv

Basic Materials
Q3 2021 Filed on Nov 12, 2021
4,926
$7.03 - $8.55 $34.6K - $42.1K
CNP
Centerpoint Energy Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
737
$24.43 - $26.9 $18K - $19.8K
Cerner Corp
Q3 2021 Filed on Nov 12, 2021
503
N/A
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 12, 2021
3,775
N/A
CTXS
Citrix Systems Inc

Technology
Q3 2021 Filed on Nov 12, 2021
317
$99.0 - $118.93 $31.4K - $37.7K
CLNE
Clean Energy Fuels Corp.

Energy
Q3 2021 Filed on Nov 12, 2021
3,300
$6.62 - $10.44 $21.8K - $34.5K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2021 Filed on Nov 12, 2021
323
$66.46 - $78.03 $21.5K - $25.2K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,226
$14.9 - $16.69 $18.3K - $20.5K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,805
$25.63 - $28.38 $46.3K - $51.2K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,032
$26.97 - $29.83 $27.8K - $30.8K
DIAL
Columbia ETF Tr I Diversified

ETFs
Q3 2021 Filed on Nov 12, 2021
5,247
$21.36 - $21.73 $112K - $114K
SID
National Steel CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
4,463
$5.11 - $9.49 $22.8K - $42.4K
CTVA
Corteva, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
829
$40.93 - $46.06 $33.9K - $38.2K
COUP
Coupa Software Inc

Technology
Q3 2021 Filed on Nov 12, 2021
889
$207.9 - $277.8 $185K - $247K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
6,749
$3.38 - $3.54 $22.8K - $23.9K
Cree Inc
Q3 2021 Filed on Nov 12, 2021
233
N/A
CROX
Crocs, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
967
$112.26 - $163.0 $109K - $158K
CCI
Crown Castle International Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
679
$173.32 - $203.28 $118K - $138K
CCK
Crown Holdings Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
291
$97.29 - $111.8 $28.3K - $32.5K
DHR
Danaher Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
252
$272.21 - $332.43 $68.6K - $83.8K
DELL
Dell Technologies Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
597
$46.78 - $53.41 $27.9K - $31.9K
DHC
Diversified Healthcare Trust

Real Estate
Q3 2021 Filed on Nov 12, 2021
9,678
$3.39 - $4.25 $32.8K - $41.1K
DOW
Dow Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
355
$55.53 - $65.38 $19.7K - $23.2K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2021 Filed on Nov 12, 2021
1,373
$14.39 - $20.62 $19.8K - $28.3K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,412
$26.88 - $28.77 $91.7K - $98.2K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,543
$20.25 - $22.54 $71.7K - $79.9K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,003
$22.23 - $24.09 $44.5K - $48.3K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
145
$65.35 - $77.55 $9.48K - $11.2K
EIX
Edison International

Utilities
Q3 2021 Filed on Nov 12, 2021
250
$54.5 - $59.53 $13.6K - $14.9K
ENB
Enbridge Inc

Energy
Q3 2021 Filed on Nov 12, 2021
3,698
$37.31 - $40.69 $138K - $150K
ET
Energy Transfer LP

Energy
Q3 2021 Filed on Nov 12, 2021
1,071
$8.73 - $10.71 $9.35K - $11.5K
ETR
Entergy Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
271
$99.26 - $114.83 $26.9K - $31.1K
EFX
Equifax Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
470
$241.17 - $278.28 $113K - $131K
WTRG
Essential Utilities, Inc.

Utilities
Q3 2021 Filed on Nov 12, 2021
660
$46.08 - $51.15 $30.4K - $33.8K
ESS
Essex Property Trust, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
604
$303.93 - $337.0 $184K - $204K
ETSY
Etsy Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
190
$178.36 - $226.98 $33.9K - $43.1K
EXAS
Exact Sciences Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
155
$90.24 - $124.05 $14K - $19.2K
EXPD
Expeditors International Of Washington Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
1,792
$119.13 - $130.36 $213K - $234K
FAST
Fastenal CO

Industrials
Q3 2021 Filed on Nov 12, 2021
1,783
$51.61 - $56.21 $92K - $100K
FFIV
F5, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
400
$182.95 - $212.95 $73.2K - $85.2K
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
437
$42.21 - $49.06 $18.4K - $21.4K
FBNC
First Bancorp

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,706
$37.87 - $43.75 $140K - $162K
AG
First Majestic Silver Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
800
$11.07 - $15.65 $8.86K - $12.5K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,700
$10.0 - $10.33 $37K - $38.2K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q3 2021 Filed on Nov 12, 2021
334
$109.95 - $117.63 $36.7K - $39.3K
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