Western Financial Corporation Closed Holding Positions

Western Financial Corporation

  • $143 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 22, 2021
11,859
$46.72 - $53.59 $554K - $636K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q3 2021 Filed on Oct 22, 2021
6,857
$41.23 - $41.8 $283K - $287K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2021 Filed on Oct 22, 2021
3,365
$124.9 - $149.41 $420K - $503K
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q3 2021 Filed on Oct 22, 2021
13,536
$4.02 - $4.24 $54.4K - $57.4K
ABT
Abbott Laboratories

Healthcare
Q2 2021 Filed on Jul 16, 2021
1,781
$105.79 - $124.53 $188K - $222K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q2 2021 Filed on Jul 16, 2021
8,918
$51.28 - $52.56 $457K - $469K
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Jul 16, 2021
1,855
$484.98 - $555.31 $900K - $1.03M
RMD
Resmed Inc

Healthcare
Q2 2021 Filed on Jul 16, 2021
1,983
$187.97 - $247.09 $373K - $490K
NOW
Service Now, Inc.

Technology
Q2 2021 Filed on Jul 16, 2021
774
$454.4 - $562.63 $352K - $435K
CRM
Salesforce, Inc.

Technology
Q2 2021 Filed on Jul 16, 2021
4,512
$210.54 - $246.26 $950K - $1.11M
DOCU
Docusign, Inc.

Technology
Q2 2021 Filed on Jul 16, 2021
4,298
$180.16 - $284.48 $774K - $1.22M
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q2 2021 Filed on Jul 16, 2021
4,438
$66.4 - $70.33 $295K - $312K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Jul 16, 2021
3,955
$156.59 - $224.03 $619K - $886K
V
Visa Inc.

Financial Services
Q1 2021 Filed on Apr 27, 2021
4,343
$193.25 - $226.15 $839K - $982K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on Apr 27, 2021
11,258
$36.13 - $37.14 $407K - $418K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on Apr 27, 2021
9,595
$29.49 - $32.83 $283K - $315K
MA
Mastercard Inc

Financial Services
Q1 2021 Filed on Apr 27, 2021
1,034
$315.49 - $384.38 $326K - $397K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
2,769
$285.14 - $367.29 $790K - $1.02M
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on Apr 27, 2021
3,548
$128.33 - $139.05 $455K - $493K
CSGP
Costar Group, Inc.

Real Estate
Q1 2021 Filed on Apr 27, 2021
419
$75.85 - $93.98 $31.8K - $39.4K
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