Avondale Wealth Management Closed Holding Positions

Avondale Wealth Management

$152 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
GTX Garrett Motion Inc. Consumer Cyclical	Q2 2019 Filed on Jul 26, 2019	11	$14.52 - $19.36 $160 - $213
CARA Cara Therapeutics, Inc. Healthcare	Q2 2019 Filed on Jul 26, 2019	3,000	$17.68 - $21.57 $53K - $64.7K
MCO Moodys Corp Financial Services	Q2 2019 Filed on Jul 26, 2019	70	$181.01 - $197.35 $12.7K - $13.8K
REZI Resideo Technologies, Inc. Industrials	Q2 2019 Filed on Jul 26, 2019	18	$19.2 - $23.86 $346 - $429
LEA Lear Corp Consumer Cyclical	Q2 2019 Filed on Jul 26, 2019	300	$119.03 - $157.83 $35.7K - $47.3K
MRK Merck & Co., Inc. Healthcare	Q1 2019 Filed on Apr 22, 2019	0	$69.58 - $79.36 $0 - $0
PPL Ppl Corp Utilities	Q1 2019 Filed on Apr 22, 2019	0	$28.01 - $32.74 $0 - $0
DE Deere & CO Industrials	Q1 2019 Filed on Apr 22, 2019	15	$144.05 - $165.97 $2.16K - $2.49K
UNH Unitedhealth Group Inc Healthcare	Q1 2019 Filed on Apr 22, 2019	10	$236.02 - $271.13 $2.36K - $2.71K
INDA Ishares Msci India Index Fund ETFs	Q1 2019 Filed on Apr 22, 2019	10,636	$31.65 - $35.66 $337K - $379K
HYG Ishares Tr ETFs	Q1 2019 Filed on Apr 22, 2019	200	$80.99 - $86.47 $16.2K - $17.3K
Thomson Reuters Corp Com	Q4 2018 Filed on Jan 23, 2019	229	N/A
Moleculin Biotech Inc Com	Q4 2018 Filed on Jan 23, 2019	2,659	N/A
VCSH Vanguard Sht Term Corp Bd ETF ETFs	Q4 2018 Filed on Jan 23, 2019	1,081	N/A
SPOT Spotify Technology S.A. Communication Services	Q4 2018 Filed on Jan 23, 2019	540	$106.84 - $180.4 $57.7K - $97.4K
EMR Emerson Electric CO Industrials	Q4 2018 Filed on Jan 23, 2019	233	$55.49 - $78.52 $12.9K - $18.3K
DXC Dxc Technology CO Technology	Q4 2018 Filed on Jan 23, 2019	91	$50.03 - $93.89 $4.55K - $8.54K
SLQD Ishares 0 5 Year Investment Gr ETFs	Q3 2018 Filed on Oct 24, 2018	92	$49.51 - $49.81 $4.55K - $4.58K
GGB Gerdau S.A. Basic Materials	Q2 2018 Filed on Jul 06, 2018	0	$3.45 - $5.07 $0 - $0
COP Conocophillips Energy	Q2 2018 Filed on Jul 06, 2018	228	$58.09 - $70.66 $13.2K - $16.1K
ATVI Activision Blizzard, Inc. Communication Services	Q2 2018 Filed on Jul 06, 2018	0	$64.56 - $77.87 $0 - $0
EQBK Equity Bancshares Inc Financial Services	Q2 2018 Filed on Jul 06, 2018	693	$38.13 - $43.87 $26.4K - $30.4K
SUB Ishares Short Term National Mu ETFs	Q1 2018 Filed on Apr 30, 2018	700	$104.62 - $105.21 $73.2K - $73.6K
Celgene Corp	Q1 2018 Filed on Apr 30, 2018	120	N/A
ENB Enbridge Inc Energy	Q1 2018 Filed on Apr 30, 2018	624	$29.91 - $40.77 $18.7K - $25.4K
HPQ Hp Inc Technology	Q1 2018 Filed on Apr 30, 2018	148	$19.92 - $24.65 $2.95K - $3.65K
ILMN Illumina, Inc. Healthcare	Q1 2018 Filed on Apr 30, 2018	35	$209.54 - $253.91 $7.33K - $8.89K
WBA Walgreens Boots Alliance, Inc. Healthcare	Q1 2018 Filed on Apr 30, 2018	95	$65.43 - $80.27 $6.22K - $7.63K
MMM 3 M CO Industrials	Q1 2018 Filed on Apr 30, 2018	25	$215.36 - $258.63 $5.38K - $6.47K
Delphi Technologies PLC Shs	Q1 2018 Filed on Apr 30, 2018	26	N/A
BMY Bristol Myers Squibb CO Healthcare	Q1 2018 Filed on Apr 30, 2018	90	$59.92 - $68.98 $5.39K - $6.21K
ICF Ishares Tr ETFs	Q1 2018 Filed on Apr 30, 2018	50	$44.28 - $50.38 $2.21K - $2.52K
Ishares Gold Trust ETF	Q1 2018 Filed on Apr 30, 2018	3,700	N/A
CTSH Cognizant Technology Solutions Corp Technology	Q1 2018 Filed on Apr 30, 2018	115	$70.95 - $84.83 $8.16K - $9.76K
CL Colgate Palmolive CO Consumer Defensive	Q1 2018 Filed on Apr 30, 2018	140	$68.19 - $77.5 $9.55K - $10.9K
SYK Stryker Corp Healthcare	Q1 2018 Filed on Apr 30, 2018	60	$148.01 - $168.91 $8.88K - $10.1K
HPS John Hancock Preferred Income Fund Iii Financial Services	Q1 2018 Filed on Apr 30, 2018	2,448	$17.0 - $18.8 $41.6K - $46K
ETN Eaton Corp PLC Industrials	Q1 2018 Filed on Apr 30, 2018	150	$78.18 - $87.86 $11.7K - $13.2K

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