9258 Wealth Management, LLC Closed Holding Positions

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2021 Filed on Feb 11, 2022
6,389
$80.18 - $88.74 $512K - $567K
RDFN
Redfin Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
5,000
$37.95 - $53.56 $190K - $268K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
1,091
$138.73 - $200.92 $151K - $219K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
5,800
$17.94 - $41.15 $104K - $239K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 11, 2022
3,070
N/A
Guggenheim Enhanced Equity Inc
Q4 2021 Filed on Feb 11, 2022
45,740
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
2,831
N/A
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
3,024
$44.42 - $77.34 $134K - $234K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
14,807
$7.76 - $9.03 $115K - $134K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
9,000
$22.03 - $40.58 $198K - $365K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Feb 11, 2022
4,066
$58.91 - $60.23 $240K - $245K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
463
$302.92 - $479.5 $140K - $222K
Resonant Inc Com
Q3 2021 Filed on Nov 12, 2021
16,000
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 12, 2021
3,489
N/A
SNPTY
China Petro&Chem Ads (100 Ord)
Q3 2021 Filed on Nov 12, 2021
4,071
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
4,906
$37.93 - $44.23 $186K - $217K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
617
$257.41 - $401.12 $159K - $247K
First Eagle Senior Loan Fund
Q2 2021 Filed on Aug 13, 2021
13,535
N/A
General Electric CO
Q2 2021 Filed on Aug 13, 2021
98,089
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2021 Filed on Aug 13, 2021
4,315
$52.66 - $54.94 $227K - $237K
FRME
First Merchants Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
4,690
$41.51 - $48.09 $195K - $226K
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
12,545
$7.44 - $8.18 $93.3K - $103K
GNW
Genworth Financial Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
15,840
$3.38 - $4.4 $53.5K - $69.7K
RGLD
Royal Gold Inc

Basic Materials
Q2 2021 Filed on Aug 13, 2021
2,140
$109.31 - $128.08 $234K - $274K
Quantum Scape Corp
Q2 2021 Filed on Aug 13, 2021
9,000
N/A
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
2,100
$100.35 - $117.86 $211K - $248K
Onconova Therapeutics Inc
Q2 2021 Filed on Aug 13, 2021
16,064
N/A
CLNE
Clean Energy Fuels Corp.

Energy
Q1 2021 Filed on May 11, 2021
23,800
$7.83 - $18.64 $186K - $444K
EFV
Msci Eafe Value ETF

ETFs
Q1 2021 Filed on May 11, 2021
5,215
$46.93 - $51.65 $245K - $269K
FSLY
Fastly, Inc.

Technology
Q1 2021 Filed on May 11, 2021
2,825
$62.05 - $117.86 $175K - $333K
SONO
Sonos Inc

Technology
Q4 2020 Filed on Feb 10, 2021
11,733
$13.81 - $25.26 $162K - $296K
Proteostasis Therapeutics Inc
Q4 2020 Filed on Feb 10, 2021
23,365
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2020 Filed on Feb 10, 2021
3,555
$29.06 - $33.39 $103K - $119K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2020 Filed on Feb 10, 2021
9,804
$14.64 - $15.27 $144K - $150K
IFN
India Fund Inc

Financial Services
Q4 2020 Filed on Feb 10, 2021
13,351
$16.51 - $20.32 $220K - $271K
Qep Resources Inc
Q4 2020 Filed on Feb 10, 2021
11,357
N/A
Unilever Nv Adr
Q4 2020 Filed on Feb 10, 2021
6,226
N/A
Oasis Petroleum Inc
Q3 2020 Filed on Nov 13, 2020
61,225
N/A
Altus Midstream CO Class A
Q3 2020 Filed on Nov 13, 2020
70,000
N/A
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
11,982
$13.33 - $14.19 $160K - $170K
Cushing Next Gen Infrastructure Income
Q3 2020 Filed on Nov 13, 2020
7,156
N/A
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
13,300
$2.97 - $5.08 $39.5K - $67.6K
Apache Corp
Q3 2020 Filed on Nov 13, 2020
10,685
N/A
Thl Credit Senior Loan
Q2 2020 Filed on Aug 13, 2020
30,146
N/A
Cincinnati Bell Inc New Com New
Q2 2020 Filed on Aug 13, 2020
10,083
N/A
Alerian Mlp ETF
Q2 2020 Filed on Aug 13, 2020
19,650
N/A
VXF
Vanguard Extended Market ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
2,463
$83.41 - $125.14 $205K - $308K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q1 2020 Filed on May 05, 2020
13,302
$5.2 - $9.29 $69.2K - $124K
BIIB
Biogen Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
722
$268.85 - $341.04 $194K - $246K
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email