All Square Wealth Management LLC Closed Holding Positions

All Square Wealth Management LLC

  • $172 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2018 Filed on Aug 14, 2018
314
$22.47 - $24.54 $7.06K - $7.71K
Powershares Variable Rate Preferred Portfolio
Q2 2018 Filed on Aug 14, 2018
10,000
N/A
PH
Parker Hannifin Corp

Industrials
Q2 2018 Filed on Aug 14, 2018
188
$153.96 - $182.43 $28.9K - $34.3K
Halyard Health Inc Com
Q2 2018 Filed on Aug 14, 2018
9
N/A
Powershares S&P Midcap 400 Pure Growth Portfolio
Q2 2018 Filed on Aug 14, 2018
188
N/A
Powershares Buyback Achievers Portfolio
Q2 2018 Filed on Aug 14, 2018
18,346
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
230
$13.26 - $14.53 $3.05K - $3.34K
Dr Pepper Snapple Group Inc Com
Q2 2018 Filed on Aug 14, 2018
197
N/A
CFG
Citizens Financial Group Inc

Financial Services
Q2 2018 Filed on Aug 14, 2018
0
$38.9 - $43.24 $0 - $0
Powershares Global Water Portfolio
Q2 2018 Filed on Aug 14, 2018
500
N/A
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2018 Filed on Aug 14, 2018
100
N/A
VOX
Vanguard Communication Service

ETFs
Q2 2018 Filed on Aug 14, 2018
45
N/A
Raytheon CO Com New
Q2 2018 Filed on Aug 14, 2018
52
N/A
Powershares Kbw Regional Banking Portfolio
Q2 2018 Filed on Aug 14, 2018
175
N/A
Clearbridge Energy Mlp Fd Inc Com
Q2 2018 Filed on Aug 14, 2018
130
N/A
GDV
Gabelli Dividend & Income Trust

Financial Services
Q2 2018 Filed on Aug 14, 2018
157
$21.66 - $23.19 $3.4K - $3.64K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2018 Filed on May 11, 2018
400
N/A
Delphi Technologies PLC Shs
Q1 2018 Filed on May 11, 2018
94
N/A
Guggenheim S&P 500 Equal Weight Technology ETF
Q1 2018 Filed on May 11, 2018
670
N/A
THRM
Gentherm Inc

Consumer Cyclical
Q1 2018 Filed on May 11, 2018
445
$30.65 - $34.2 $13.6K - $15.2K
Guggenheim S&P Midcap 400 Pure Growth ETF
Q1 2018 Filed on May 11, 2018
162
N/A
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2018 Filed on May 11, 2018
755
N/A
GLW
Corning Inc

Technology
Q1 2018 Filed on May 11, 2018
425
$27.35 - $34.85 $11.6K - $14.8K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2018 Filed on May 11, 2018
460
N/A
Relx Nv Sponsored Adr
Q1 2018 Filed on May 11, 2018
815
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2018 Filed on May 11, 2018
395
N/A
Rydex ETF Trust S&P Midcap 400 Pure Val
Q1 2018 Filed on May 11, 2018
350
N/A
Rydex ETF Trust S&P Smallcap 600 Pure Va
Q1 2018 Filed on May 11, 2018
70,452
N/A
JNPR
Juniper Networks Inc

Technology
Q1 2018 Filed on May 11, 2018
954
$24.05 - $28.89 $22.9K - $27.6K
HQL
Tekla Life Sciences Investors

Financial Services
Q1 2018 Filed on May 11, 2018
2,212
$18.92 - $21.52 $41.9K - $47.6K
Broadcom LTD Shs
Q1 2018 Filed on May 11, 2018
461
N/A
Guggenheim S&P 500 Equal Weight ETF
Q1 2018 Filed on May 11, 2018
10,160
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q1 2018 Filed on May 11, 2018
319
$96.42 - $107.88 $30.8K - $34.4K
Guggenheim Solar ETF
Q1 2018 Filed on May 11, 2018
365
N/A
PPL
Ppl Corp

Utilities
Q1 2018 Filed on May 11, 2018
400
$27.13 - $32.27 $10.9K - $12.9K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2017 Filed on Feb 13, 2018
54
$38.93 - $40.54 $2.1K - $2.19K
Quantshares U.S. Market Neutral Anti Beta Fund
Q4 2017 Filed on Feb 13, 2018
355
N/A
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2017 Filed on Feb 13, 2018
0
$27.97 - $43.9 $0 - $0
Inventure Foods Inc Com
Q4 2017 Filed on Feb 13, 2018
600
N/A
Delphi Automotive PLC Shs
Q4 2017 Filed on Feb 13, 2018
297
N/A
Delcath Sys Inc Com Par
Q4 2017 Filed on Feb 13, 2018
7
N/A
Glu Mobile Inc Com
Q4 2017 Filed on Feb 13, 2018
9,930
N/A
Amec Foster Wheeler PLC Sponsored Adr
Q4 2017 Filed on Feb 13, 2018
31
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
400
$19.08 - $24.98 $7.63K - $9.99K
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Feb 13, 2018
356
$44.45 - $69.2 $15.8K - $24.6K
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