Birchcreek Wealth Management, LLC Closed Holding Positions

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
T
At&T Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
11,338
$17.92 - $21.32 $203K - $242K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
3,660
$55.59 - $60.15 $203K - $220K
GLW
Corning Inc

Technology
Q2 2022 Filed on Aug 12, 2022
6,012
$31.37 - $37.27 $189K - $224K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q2 2022 Filed on Aug 12, 2022
4,367
$52.18 - $54.31 $228K - $237K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Aug 12, 2022
5,838
$32.02 - $36.26 $187K - $212K
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on May 13, 2022
1,401
$166.99 - $191.51 $234K - $268K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
6,850
$24.23 - $30.29 $166K - $207K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2022 Filed on May 13, 2022
1,121
$165.62 - $182.58 $186K - $205K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on May 13, 2022
2,579
$71.88 - $80.4 $185K - $207K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2022 Filed on May 13, 2022
4,511
$41.94 - $47.96 $189K - $216K
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on May 13, 2022
5,808
$40.23 - $47.74 $234K - $277K
BA
Boeing CO

Industrials
Q1 2022 Filed on May 13, 2022
1,040
$169.17 - $225.96 $176K - $235K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Feb 09, 2022
2,524
$87.51 - $89.66 $221K - $226K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
1,886
$145.27 - $164.78 $274K - $311K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
35,023
$26.24 - $26.74 $919K - $937K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2021 Filed on Feb 09, 2022
6,334
$49.16 - $49.38 $311K - $313K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
Q4 2021 Filed on Feb 09, 2022
4,070
$51.2 - $51.31 $208K - $209K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Feb 09, 2022
2,692
$80.28 - $88.97 $216K - $240K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 09, 2022
3,125
$58.39 - $78.64 $182K - $246K
General Electric CO
Q3 2021 Filed on Nov 16, 2021
15,413
N/A
BNDX
Vanguard Total International B

ETFs
Q3 2021 Filed on Nov 16, 2021
5,199
$56.96 - $58.06 $296K - $302K
Ishares Gold Tr
Q2 2021 Filed on Aug 16, 2021
54,724
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on May 17, 2021
1,560
$42.41 - $47.37 $66.2K - $73.9K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2021 Filed on May 17, 2021
2,280
$42.16 - $44.09 $96.1K - $101K
NOW
Service Now, Inc.

Technology
Q1 2021 Filed on May 17, 2021
60
$464.05 - $594.47 $27.8K - $35.7K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on May 17, 2021
1,099
$33.6 - $35.9 $36.9K - $39.5K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2021 Filed on May 17, 2021
644
$29.35 - $30.12 $18.9K - $19.4K
SLB
Schlumberger Limited

Energy
Q1 2021 Filed on May 17, 2021
1,834
$21.81 - $29.95 $40K - $54.9K
SPYG
Spdr Portfolio

ETFs
Q1 2021 Filed on May 17, 2021
903
$53.23 - $58.3 $48.1K - $52.6K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on May 17, 2021
320
$205.33 - $248.59 $65.7K - $79.5K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2021 Filed on May 17, 2021
792
$50.99 - $52.34 $40.4K - $41.5K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2021 Filed on May 17, 2021
316
$104.47 - $119.79 $33K - $37.9K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on May 17, 2021
4,524
$32.2 - $37.72 $146K - $171K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2021 Filed on May 17, 2021
1,921
$26.89 - $27.33 $51.7K - $52.5K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2021 Filed on May 17, 2021
730
$56.77 - $70.84 $41.4K - $51.7K
RTX
Raytheon Technologies Corp

Industrials
Q1 2021 Filed on May 17, 2021
1,299
$65.5 - $79.57 $85.1K - $103K
OKTA
Okta, Inc.

Technology
Q1 2021 Filed on May 17, 2021
83
$208.51 - $291.78 $17.3K - $24.2K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q1 2021 Filed on May 17, 2021
2,250
$14.04 - $14.86 $31.6K - $33.4K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
525
$128.64 - $147.05 $67.5K - $77.2K
NICE
Nice Ltd.

Technology
Q1 2021 Filed on May 17, 2021
165
$216.32 - $279.38 $35.7K - $46.1K
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on May 17, 2021
1,200
$70.7 - $86.87 $84.8K - $104K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 17, 2021
2,500
$21.71 - $26.78 $54.3K - $67K
New Oriental Ed & Technology
Q1 2021 Filed on May 17, 2021
131
N/A
MS
Morgan Stanley

Financial Services
Q1 2021 Filed on May 17, 2021
450
$67.05 - $84.34 $30.2K - $38K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on May 17, 2021
350
$62.24 - $69.91 $21.8K - $24.5K
PAYX
Paychex Inc

Industrials
Q1 2021 Filed on May 17, 2021
325
$86.87 - $100.82 $28.2K - $32.8K
RPM
Rpm International Inc

Basic Materials
Q1 2021 Filed on May 17, 2021
315
$79.64 - $94.79 $25.1K - $29.9K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on May 17, 2021
572
$114.63 - $133.34 $65.6K - $76.3K
PNTG
Pennant Group, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
500
$44.29 - $66.48 $22.1K - $33.2K
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