Western Wealth Management, LLC Closed Holding Positions

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PICK
Ishares Inc Msci Global Select

ETFs
Q2 2022 Filed on Jul 18, 2022
4,046
$35.33 - $52.72 $143K - $213K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q2 2022 Filed on Jul 18, 2022
4,968
$36.73 - $47.02 $182K - $234K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
Q2 2022 Filed on Jul 18, 2022
17,950
$12.54 - $15.47 $225K - $278K
PCTY
Paylocity Holding Corp

Technology
Q2 2022 Filed on Jul 18, 2022
1,074
$154.3 - $216.46 $166K - $232K
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Jul 18, 2022
1,209
$221.77 - $285.28 $268K - $345K
RMBS
Rambus Inc

Technology
Q2 2022 Filed on Jul 18, 2022
44,038
$20.75 - $31.43 $914K - $1.38M
RIO
Rio Tinto PLC

Basic Materials
Q2 2022 Filed on Jul 18, 2022
4,428
$60.81 - $82.68 $269K - $366K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,278
$91.63 - $121.36 $209K - $276K
ISCB
International Speedway Corp

ETFs
Q2 2022 Filed on Jul 18, 2022
12,516
$42.8 - $54.11 $536K - $677K
VVI
Viad Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
5,712
$25.93 - $37.6 $148K - $215K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
2,008
$53.22 - $123.09 $107K - $247K
Invesco Mortgage Capital Inc
Q2 2022 Filed on Jul 18, 2022
25,456
N/A
SPVM
Invesco S&P 500 Value With Mom

ETFs
Q2 2022 Filed on Jul 18, 2022
48,181
$45.44 - $55.67 $2.19M - $2.68M
Blackrock Muniyield Calif Qu
Q2 2022 Filed on Jul 18, 2022
61,513
N/A
DTE
Dte Energy CO

Utilities
Q2 2022 Filed on Jul 18, 2022
1,538
$115.72 - $139.12 $178K - $214K
BWX
Spdr Bloomberg International T

ETFs
Q2 2022 Filed on Jul 18, 2022
9,888
$22.55 - $25.97 $223K - $257K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
4,020
$94.02 - $198.2 $378K - $797K
FDVV
Fidelity High Dividend ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
5,150
$34.91 - $41.92 $180K - $216K
FAD
First Tr Multi Cap Growth Alph

ETFs
Q2 2022 Filed on Jul 18, 2022
12,035
$89.23 - $113.24 $1.07M - $1.36M
FLR
Fluor Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
8,680
$23.25 - $30.44 $202K - $264K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
5,668
$33.37 - $39.02 $189K - $221K
Blackrock Muniyield Calif Fd
Q2 2022 Filed on Jul 18, 2022
21,100
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2022 Filed on May 10, 2022
2,052
$115.14 - $134.62 $236K - $276K
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q1 2022 Filed on May 10, 2022
44,080
$7.88 - $9.79 $347K - $432K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q1 2022 Filed on May 10, 2022
3,633
$106.12 - $120.96 $386K - $439K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2022 Filed on May 10, 2022
49,984
$7.33 - $9.39 $366K - $469K
EPR
Epr Properties

Real Estate
Q1 2022 Filed on May 10, 2022
6,071
$42.56 - $56.0 $258K - $340K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on May 10, 2022
1,646
$101.96 - $128.34 $168K - $211K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2022 Filed on May 10, 2022
2,220
$86.42 - $109.81 $192K - $244K
Rbb Fd Inc
Q1 2022 Filed on May 10, 2022
11,123
N/A
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
12,706
$16.21 - $33.07 $206K - $420K
DWAC
Digital World Acquisition Corp.

Financial Services
Q1 2022 Filed on May 10, 2022
8,765
$50.37 - $97.54 $441K - $855K
MSI
Motorola Solutions, Inc.

Technology
Q1 2022 Filed on May 10, 2022
783
$207.64 - $267.43 $163K - $209K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
3,353
$45.5 - $70.45 $153K - $236K
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
13,080
$7.81 - $9.57 $102K - $125K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2022 Filed on May 10, 2022
14,770
$44.65 - $55.03 $659K - $813K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q1 2022 Filed on May 10, 2022
10,307
$27.07 - $29.9 $279K - $308K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
7,643
$44.64 - $55.71 $341K - $426K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 10, 2022
890
$378.09 - $648.05 $337K - $577K
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,633
$157.13 - $192.91 $257K - $315K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
3,770
$34.93 - $62.68 $132K - $236K
TREX
Trex CO Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
5,919
$91.29 - $140.68 $540K - $833K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Feb 14, 2022
3,272
$53.0 - $103.63 $173K - $339K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
15,519
$40.32 - $48.72 $626K - $756K
SAM
Boston Beer CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
230
$438.31 - $545.0 $101K - $125K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q4 2021 Filed on Feb 14, 2022
77,275
$30.89 - $32.39 $2.39M - $2.5M
Cyrusone Inc
Q4 2021 Filed on Feb 14, 2022
11,076
N/A
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
15,340
$18.43 - $25.69 $283K - $394K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2021 Filed on Feb 14, 2022
3,961
$49.51 - $50.13 $196K - $199K
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