Big Sur Wealth Management LLC Closed Holding Positions

Big Sur Wealth Management LLC

$354 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
TOL Toll Brothers, Inc. Consumer Cyclical	Q3 2018 Filed on Oct 23, 2018	7,420	$33.03 - $39.52 $245K - $293K
Hsbc Hldgs PLC	Q3 2018 Filed on Oct 23, 2018	10,000	N/A
SHM Spdr Nuveen Bloomberg Short Te ETFs	Q2 2018 Filed on Aug 01, 2018	19,000	N/A
MSCI Msci Inc. Financial Services	Q2 2018 Filed on Aug 01, 2018	1,500	$144.05 - $172.75 $216K - $259K
Powershs Db Multi Sect Comm	Q2 2018 Filed on Aug 01, 2018	16,500	N/A
Powershares Db Cmdty Idx Tra	Q2 2018 Filed on Aug 01, 2018	34,741	N/A
IYK Ishares U.S. Consumer Staples ETFs	Q2 2018 Filed on Aug 01, 2018	5,900	$111.68 - $121.06 $659K - $714K
Powershares ETF Trust	Q2 2018 Filed on Aug 01, 2018	9,260	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 01, 2018	3,808	N/A
HYG Ishares Tr ETFs	Q2 2018 Filed on Aug 01, 2018	6,600	$84.96 - $86.46 $561K - $571K
LQD Ishares Iboxx $ Investment Gra ETFs	Q2 2018 Filed on Aug 01, 2018	9,600	$113.81 - $117.24 $1.09M - $1.13M
BKNG Booking Holdings Inc. Consumer Cyclical	Q2 2018 Filed on Aug 01, 2018	150	$2001.5 - $2194.96 $300K - $329K
Powershares Qqq Trust	Q2 2018 Filed on Aug 01, 2018	1,335	N/A
KHC Kraft Heinz CO Consumer Defensive	Q1 2018 Filed on May 03, 2018	3,293	$60.03 - $80.27 $198K - $264K
ABM Abm Industries Inc Industrials	Q1 2018 Filed on May 03, 2018	5,500	$32.46 - $39.77 $179K - $219K
Priceline Grp Inc	Q1 2018 Filed on May 03, 2018	150	N/A
PBR Petrobras Petroleo Brasileiro Sa Energy	Q4 2017 Filed on Feb 01, 2018	28,580	$9.43 - $11.17 $270K - $319K
FEZ Spdr Euro Stoxx 50 ETF ETFs	Q4 2017 Filed on Feb 01, 2018	14,050	N/A
EWZ Ishares Inc Msci Brazil ETF ETFs	Q4 2017 Filed on Feb 01, 2018	42,200	$37.74 - $43.34 $1.59M - $1.83M
VOD Vodafone Group Public LTD CO Communication Services	Q4 2017 Filed on Feb 01, 2018	8,550	$28.06 - $31.93 $240K - $273K
Spdr S&P 500 ETF Tr	Q3 2017 Filed on Nov 02, 2017	14,499	N/A
Du Pont E I De Nemours & CO	Q3 2017 Filed on Nov 02, 2017	2,430	N/A

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