Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $423 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CHTR
Charter Communications, Inc.

Communication Services
Q2 2019 Filed on Jul 30, 2019
40
$345.37 - $398.77 $13.8K - $16K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2019 Filed on Jul 30, 2019
34
N/A
CAH
Cardinal Health Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
412
$42.07 - $50.14 $17.3K - $20.7K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2019 Filed on Jul 30, 2019
47,590
$37.89 - $42.11 $1.8M - $2M
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2019 Filed on Jul 30, 2019
544
$44.62 - $49.34 $24.3K - $26.8K
BDX
Becton Dickinson & CO

Healthcare
Q2 2019 Filed on Jul 30, 2019
16
$217.4 - $246.08 $3.48K - $3.94K
Bb T Corp
Q2 2019 Filed on Jul 30, 2019
250
N/A
BLDP
Ballard Power Systems Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
4,400
$3.04 - $4.27 $13.4K - $18.8K
Aqua America Inc
Q2 2019 Filed on Jul 30, 2019
125
N/A
AWK
American Water Works Company, Inc.

Utilities
Q2 2019 Filed on Jul 30, 2019
150
$102.28 - $118.4 $15.3K - $17.8K
AMX
America Movil Sab De Cv

Communication Services
Q2 2019 Filed on Jul 30, 2019
2,600
$13.79 - $15.89 $35.9K - $41.3K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
1,000
$47.35 - $57.73 $47.4K - $57.7K
AGEN
Agenus Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
8
$2.53 - $3.04 $20.2 - $24.3
ADNT
Adient PLC

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
16
$14.37 - $25.91 $230 - $415
ACIW
Aci Worldwide, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
135
$30.63 - $35.52 $4.14K - $4.8K
ED
Consolidated Edison Inc

Utilities
Q2 2019 Filed on Jul 30, 2019
50
$83.61 - $89.65 $4.18K - $4.48K
DXCM
Dexcom Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
300
$27.84 - $38.92 $8.35K - $11.7K
HPQ
Hp Inc

Technology
Q2 2019 Filed on Jul 30, 2019
430
$18.27 - $20.86 $7.86K - $8.97K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2019 Filed on Jul 30, 2019
530
$13.69 - $16.66 $7.26K - $8.83K
HAL
Halliburton CO

Energy
Q2 2019 Filed on Jul 30, 2019
600
$21.07 - $31.81 $12.6K - $19.1K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
896
$15.23 - $30.48 $13.6K - $27.3K
FRC
First Republic Bank

Financial Services
Q2 2019 Filed on Jul 30, 2019
187
$95.27 - $106.36 $17.8K - $19.9K
FLIC
First Of Long Island Corp

Financial Services
Q2 2019 Filed on Jul 30, 2019
450
$20.08 - $23.59 $9.04K - $10.6K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
450
$115.0 - $133.03 $51.8K - $59.9K
EXEL
Exelixis, Inc.

Healthcare
Q2 2019 Filed on Jul 30, 2019
300
$18.93 - $24.75 $5.68K - $7.43K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q2 2019 Filed on Jul 30, 2019
3,253
$13.81 - $15.61 $44.9K - $50.8K
ETR
Entergy Corp

Utilities
Q2 2019 Filed on Jul 30, 2019
200
$92.9 - $104.26 $18.6K - $20.9K
ERF
Enerplus Corp

Energy
Q2 2019 Filed on Jul 30, 2019
1,000
$6.55 - $9.71 $6.55K - $9.71K
ERII
Energy Recovery, Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
2,000
$8.79 - $11.02 $17.6K - $22K
EMR
Emerson Electric CO

Industrials
Q2 2019 Filed on Jul 30, 2019
227
$60.24 - $73.16 $13.7K - $16.6K
EIX
Edison International

Utilities
Q2 2019 Filed on Jul 30, 2019
150
$58.28 - $67.41 $8.74K - $10.1K
DXC
Dxc Technology CO

Technology
Q2 2019 Filed on Jul 30, 2019
36
$46.64 - $65.99 $1.68K - $2.38K
Dreyfus High Yield Strategies
Q2 2019 Filed on Jul 30, 2019
450
N/A
D
Dominion Energy, Inc

Utilities
Q2 2019 Filed on Jul 30, 2019
200
$73.31 - $79.22 $14.7K - $15.8K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
200
$23.32 - $28.12 $4.66K - $5.62K
Frontier Communication Corp
Q2 2019 Filed on Jul 30, 2019
6
N/A
Td Ameritrade Holding Corp
Q2 2019 Filed on Jul 30, 2019
70
N/A
VTV
Vanguard Value ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
32
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q2 2019 Filed on Jul 30, 2019
1,000
$19.8 - $24.99 $19.8K - $25K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2019 Filed on Jul 30, 2019
79
N/A
SYK
Stryker Corp

Healthcare
Q2 2019 Filed on Jul 30, 2019
220
$180.24 - $205.58 $39.7K - $45.2K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
78
$99.48 - $110.67 $7.76K - $8.63K
VFC
V F Corp

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
230
$81.72 - $89.97 $18.8K - $20.7K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
78
$38.49 - $47.54 $3K - $3.71K
Cloudera Inc
Q2 2019 Filed on Jul 30, 2019
650
N/A
FLEX
Flex Ltd.

Technology
Q2 2019 Filed on Jul 30, 2019
600
$8.89 - $11.47 $5.33K - $6.88K
CCL
Carnival Corp

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
100
$45.38 - $55.82 $4.54K - $5.58K
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2019 Filed on Jul 30, 2019
175
$75.84 - $105.21 $13.3K - $18.4K
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
839
$34.39 - $38.11 $28.9K - $32K
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