Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2019 Filed on Jul 30, 2019
200
$22.05 - $23.16 $4.41K - $4.63K
ANY
Sphere 3 D Corp.

Technology
Q2 2019 Filed on Jul 30, 2019
1
$1.5 - $2.75 $1.5 - $2.75
YEXT
Yext, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
1,000
$17.82 - $22.37 $17.8K - $22.4K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q2 2019 Filed on Jul 30, 2019
100
$40.13 - $52.27 $4.01K - $5.23K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2019 Filed on Jul 30, 2019
46
N/A
VB
Vanguard Small Cap ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
19
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2019 Filed on Jul 30, 2019
21
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2019 Filed on Jul 30, 2019
333
$39.79 - $44.01 $13.3K - $14.7K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
36
$322.07 - $358.34 $11.6K - $12.9K
TRV
Travelers Companies, Inc.

Financial Services
Q2 2019 Filed on Jul 30, 2019
100
$135.19 - $153.13 $13.5K - $15.3K
TGT
Target Corp

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
143
$70.78 - $88.3 $10.1K - $12.6K
QRVO
Qorvo, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
83
$60.2 - $78.31 $5K - $6.5K
ORA
Ormat Technologies, Inc.

Utilities
Q2 2019 Filed on Jul 30, 2019
100
$55.01 - $63.53 $5.5K - $6.35K
New Age Beverages Corp
Q2 2019 Filed on Jul 30, 2019
100
N/A
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
1,000
$14.63 - $22.89 $14.6K - $22.9K
ITI
Iteris, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
2,000
$4.11 - $5.67 $8.22K - $11.3K
Ekso Bionics Holdings Inc
Q2 2019 Filed on Jul 30, 2019
2,000
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2019 Filed on Jul 30, 2019
3,200
$56.88 - $74.6 $182K - $239K
CNC
Centene Corp

Healthcare
Q2 2019 Filed on Jul 30, 2019
15,105
$47.01 - $57.88 $710K - $874K
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
1,000
$3.72 - $4.62 $3.72K - $4.62K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2019 Filed on Jul 30, 2019
535
N/A
ROK
Rockwell Automation, Inc

Industrials
Q2 2019 Filed on Jul 30, 2019
33
$148.85 - $189.92 $4.91K - $6.27K
Pro Shares Ultra Pro Shrt S P500
Q2 2019 Filed on Jul 30, 2019
6,000
N/A
CASY
Caseys General Stores Inc

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
40
$128.69 - $155.99 $5.15K - $6.24K
CSL
Carlisle Companies Inc

Industrials
Q2 2019 Filed on Jul 30, 2019
112
$124.09 - $141.42 $13.9K - $15.8K
BRKR
Bruker Corp

Healthcare
Q2 2019 Filed on Jul 30, 2019
167
$37.48 - $49.95 $6.26K - $8.34K
XYL
Xylem Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
150
$73.93 - $83.82 $11.1K - $12.6K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2019 Filed on Jul 30, 2019
251
$15.56 - $18.88 $3.91K - $4.74K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
33
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
151
N/A
OLED
Universal Display Corp Pa

Technology
Q2 2019 Filed on Jul 30, 2019
200
$145.26 - $188.06 $29.1K - $37.6K
UNP
Union Pacific Corp

Industrials
Q2 2019 Filed on Jul 30, 2019
450
$164.74 - $179.2 $74.1K - $80.6K
UBS
Ubs Group Ag

Financial Services
Q2 2019 Filed on Jul 30, 2019
565
$11.43 - $13.53 $6.46K - $7.64K
TXN
Texas Instruments Inc

Technology
Q2 2019 Filed on Jul 30, 2019
200
$103.21 - $118.43 $20.6K - $23.7K
Stellar Biotechnologies Inc
Q2 2019 Filed on Jul 30, 2019
285
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2019 Filed on Jul 30, 2019
50
$330.13 - $361.02 $16.5K - $18.1K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2019 Filed on Jul 30, 2019
75
N/A
SON
Sonoco Products CO

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
215
$60.29 - $65.78 $13K - $14.1K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q2 2019 Filed on Jul 30, 2019
150
$29.28 - $38.86 $4.39K - $5.83K
SKX
Skechers Usa Inc

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
1,200
$27.59 - $35.28 $33.1K - $42.3K
DELL
Dell Technologies Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
373
$25.66 - $35.38 $9.57K - $13.2K
DIOD
Diodes Inc

Technology
Q2 2019 Filed on Jul 30, 2019
257
$30.93 - $39.2 $7.95K - $10.1K
PXD
Pioneer Natural Resources CO

Energy
Q2 2019 Filed on Jul 30, 2019
1,000
$141.32 - $175.89 $141K - $176K
NUE
Nucor Corp

Basic Materials
Q2 2019 Filed on Jul 30, 2019
177
$48.0 - $60.7 $8.5K - $10.7K
NTCT
Netscout Systems Inc

Technology
Q2 2019 Filed on Jul 30, 2019
170
$23.98 - $30.01 $4.08K - $5.1K
MNRO
Monro, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
48
$78.89 - $89.33 $3.79K - $4.29K
MASI
Masimo Corp

Healthcare
Q2 2019 Filed on Jul 30, 2019
100
$122.29 - $148.82 $12.2K - $14.9K
MTB
M&T Bank Corp

Financial Services
Q2 2019 Filed on Jul 30, 2019
93
$159.6 - $170.64 $14.8K - $15.9K
KEYS
Keysight Technologies, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
9
$71.42 - $92.79 $643 - $835
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