Wooster Corthell Wealth Management, Inc. Closed Holding Positions

Wooster Corthell Wealth Management, Inc.

  • $469 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 22, 2022
4,630
$39.4 - $46.71 $182K - $216K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
481
$299.33 - $412.84 $144K - $199K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 27, 2022
421
$331.01 - $597.37 $139K - $251K
PWZ
Invesco California Amt Free Mu

ETFs
Q4 2021 Filed on Jan 28, 2022
8,541
$27.55 - $27.98 $235K - $239K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 28, 2022
1,240
$142.15 - $177.71 $176K - $220K
SWK
Stanley Black & Decker, Inc.

Industrials
Q3 2021 Filed on Oct 22, 2021
5,316
$175.31 - $209.43 $932K - $1.11M
XYLD
Global X Fds S&P 500 Covered C

ETFs
Q1 2021 Filed on Apr 23, 2021
5,087
$45.96 - $47.83 $234K - $243K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2021 Filed on Apr 23, 2021
2,936
$107.06 - $109.64 $314K - $322K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2021 Filed on Apr 23, 2021
8,386
$37.15 - $38.46 $312K - $323K
EMB
Ishares Tr

ETFs
Q1 2021 Filed on Apr 23, 2021
2,764
$106.72 - $115.35 $295K - $319K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2020 Filed on Nov 05, 2020
2,926
$74.96 - $83.02 $219K - $243K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2020 Filed on Nov 05, 2020
4,442
$50.37 - $58.54 $224K - $260K
IDV
Ishares Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
9,635
$24.68 - $26.95 $238K - $260K
IXUS
Ishares Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
3,796
$54.89 - $60.22 $208K - $229K
MNA
Iq Merger Arbitrage ETF

ETFs
Q2 2020 Filed on Jul 24, 2020
123,192
$29.89 - $31.99 $3.68M - $3.94M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 16, 2020
7,153
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
36,853
$10.01 - $15.25 $369K - $562K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 16, 2020
328,256
$26.61 - $40.52 $8.73M - $13.3M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on Apr 16, 2020
83,526
$17.27 - $26.2 $1.44M - $2.19M
United Technologies Corp
Q1 2020 Filed on Apr 16, 2020
1,856
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on Apr 16, 2020
3,133
$56.91 - $99.57 $178K - $312K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on Apr 16, 2020
2,987
$60.97 - $94.78 $182K - $283K
Spdr Series Trust
Q4 2018 Filed on Jan 31, 2019
15,673
N/A
Horizons ETF Tr I
Q4 2018 Filed on Jan 31, 2019
7,764
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 16, 2018
2,296
N/A
MMM
3 M CO

Industrials
Q2 2018 Filed on Jul 16, 2018
1,348
$194.39 - $220.09 $262K - $297K
XOM
Exxon Mobil Corp

Energy
Q1 2018 Filed on May 01, 2018
3,931
$72.81 - $89.07 $286K - $350K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2017 Filed on Feb 02, 2018
1,640
$123.32 - $136.36 $202K - $224K
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