9258 Wealth Management, LLC Closed Holding Positions

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
2,284
$48.28 - $60.23 $110K - $138K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
147
$1748.99 - $2374.97 $257K - $349K
Cerner Corp
Q2 2022 Filed on Aug 04, 2022
5,071
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Aug 04, 2022
2,682
$78.1 - $85.93 $209K - $230K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
540
$30.35 - $72.73 $16.4K - $39.3K
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
4,153
$43.18 - $58.62 $179K - $243K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
2,936
$56.81 - $112.28 $167K - $330K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
7,100
$16.46 - $37.03 $117K - $263K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
896
$221.47 - $269.82 $198K - $242K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 04, 2022
879
$183.02 - $230.52 $161K - $203K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 04, 2022
5,903
$42.05 - $47.77 $248K - $282K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
1,492
$57.51 - $145.19 $85.8K - $217K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
4,177
$49.77 - $50.57 $208K - $211K
CCK
Crown Holdings Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
1,779
$89.58 - $125.77 $159K - $224K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2022 Filed on Aug 04, 2022
5,869
$34.83 - $42.53 $204K - $250K
HUBS
Hubspot Inc

Technology
Q2 2022 Filed on Aug 04, 2022
507
$281.81 - $504.2 $143K - $256K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2022 Filed on May 13, 2022
5,247
$83.25 - $85.49 $437K - $449K
BKT
Blackrock Income Trust, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
30,000
$4.95 - $5.64 $149K - $169K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on May 13, 2022
6,219
$49.51 - $49.96 $308K - $311K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 13, 2022
3,886
$95.6 - $107.05 $372K - $416K
Oasis Midstream Partners LP Common Units Representing LP Interest
Q1 2022 Filed on May 13, 2022
22,775
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on May 13, 2022
3,629
$67.73 - $76.65 $246K - $278K
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
2,364
$48.25 - $100.49 $114K - $238K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2022 Filed on May 13, 2022
2,782
$68.81 - $84.97 $191K - $236K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on May 13, 2022
13,207
$16.21 - $33.07 $214K - $437K
FLGT
Fulgent Genetics, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
3,050
$49.85 - $96.11 $152K - $293K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2022 Filed on May 13, 2022
1,963
$74.28 - $107.31 $146K - $211K
Draft Kings Inc
Q1 2022 Filed on May 13, 2022
8,541
N/A
TER
Teradyne, Inc

Technology
Q1 2022 Filed on May 13, 2022
1,722
$105.57 - $166.38 $182K - $287K
COO
Cooper Companies, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
486
$379.46 - $424.54 $184K - $206K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on May 13, 2022
2,020
$86.35 - $116.02 $174K - $234K
A
Agilent Technologies, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
1,362
$126.0 - $156.48 $172K - $213K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2022 Filed on May 13, 2022
4,298
$48.28 - $50.36 $208K - $216K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on May 13, 2022
596
$238.66 - $350.42 $142K - $209K
ROOT
Root, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
14,000
$1.4 - $3.29 $19.6K - $46.1K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 13, 2022
395
$378.09 - $648.05 $149K - $256K
TEL
Te Connectivity Ltd.

Technology
Q1 2022 Filed on May 13, 2022
1,968
$126.42 - $164.13 $249K - $323K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2022 Filed on May 13, 2022
2,145
$91.94 - $104.06 $197K - $223K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
4,175
$51.78 - $75.76 $216K - $316K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q1 2022 Filed on May 13, 2022
6,527
$22.57 - $33.52 $147K - $219K
Cyrus One Inc
Q1 2022 Filed on May 13, 2022
6,715
N/A
Royal Dutch Shell PLC Adr Class B
Q1 2022 Filed on May 13, 2022
9,923
N/A
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q1 2022 Filed on May 13, 2022
14,561
$7.52 - $9.01 $109K - $131K
Nuance Communications Inc
Q1 2022 Filed on May 13, 2022
4,708
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 13, 2022
5,349
$34.86 - $39.14 $186K - $209K
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
12,608
$6.66 - $8.26 $84K - $104K
SDGR
Schrodinger, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
5,450
$33.38 - $59.25 $182K - $323K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
10,810
$5.03 - $5.49 $54.4K - $59.3K
Nuveen Tax Adv Div Growth
Q4 2021 Filed on Feb 11, 2022
23,879
N/A
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