Western Pacific Wealth Management, LP Closed Holding Positions

Western Pacific Wealth Management, LP

  • $137 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AEE
Ameren Corp

Utilities
Q2 2023 Filed on Aug 08, 2023
96
$80.14 - $90.76 $7.69K - $8.71K
Brookfield Asset Mgmt Reins Pa Cl A Exch Lt Vtg
Q4 2022 Filed on Feb 03, 2023
2
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2022 Filed on Feb 03, 2023
831
$32.81 - $45.92 $27.3K - $38.2K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2022 Filed on Oct 27, 2022
669
$59.8 - $71.43 $40K - $47.8K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q3 2022 Filed on Oct 27, 2022
2,000
$14.47 - $20.23 $28.9K - $40.5K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
2,000
$20.38 - $29.8 $40.8K - $59.6K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2022 Filed on Aug 01, 2022
500
$127.07 - $145.39 $63.5K - $72.7K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
200
$349.61 - $471.65 $69.9K - $94.3K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
300
$204.13 - $302.4 $61.2K - $90.7K
VCR
Vanguard Consumer Discretionar

ETFs
Q2 2022 Filed on Aug 01, 2022
800
N/A
Quidel Corp Com
Q2 2022 Filed on Aug 01, 2022
200
N/A
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
1,500
$81.93 - $101.4 $123K - $152K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
19
$30.35 - $72.73 $577 - $1.38K
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Aug 01, 2022
150
N/A
IWC
Russell Micro Cap ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
1,200
$103.11 - $130.99 $124K - $157K
BIRD
Allbirds, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
100
$3.84 - $6.71 $384 - $671
NFLX
Netflix Inc

Communication Services
Q2 2022 Filed on Aug 01, 2022
4
$166.37 - $391.5 $665 - $1.57K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2022 Filed on Aug 01, 2022
1,200
N/A
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
Q2 2022 Filed on Aug 01, 2022
500
N/A
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Aug 01, 2022
3,000
N/A
MORN
Morningstar, Inc.

Financial Services
Q2 2022 Filed on Aug 01, 2022
150
$223.6 - $291.12 $33.5K - $43.7K
XLK
Technology Sector Spdr

ETFs
Q2 2022 Filed on Aug 01, 2022
1,300
N/A
TEQI
T Rowe Price Exchange Traded F

Technology
Q2 2022 Filed on Aug 01, 2022
2,900
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Aug 01, 2022
2,000
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on Apr 21, 2022
600
$162.73 - $226.47 $97.6K - $136K
Wisdomtree Floating Rate Treasury Fund
Q1 2022 Filed on Apr 21, 2022
100
N/A
CROX
Crocs, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
300
$67.44 - $134.91 $20.2K - $40.5K
FTV
Fortive Corp

Technology
Q1 2022 Filed on Apr 21, 2022
20
$56.24 - $73.87 $1.12K - $1.48K
First Midwest Bancorp Del Com
Q1 2022 Filed on Apr 21, 2022
702
N/A
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
2,000
$30.92 - $35.31 $61.8K - $70.6K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
200
$251.21 - $285.37 $50.2K - $57.1K
KMX
Carmax Inc

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
700
$96.48 - $127.01 $67.5K - $88.9K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
500
$26.52 - $37.86 $13.3K - $18.9K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2022 Filed on Apr 21, 2022
1,000
$18.02 - $25.36 $18K - $25.4K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q1 2022 Filed on Apr 21, 2022
1,541
$30.9 - $39.02 $47.6K - $60.1K
Yandex N V Shs Class A
Q1 2022 Filed on Apr 21, 2022
67
N/A
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