Bradley & Co. Private Wealth Management, LLC Closed Holding Positions

Bradley & Co. Private Wealth Management, LLC

  • $134 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
Q2 2022 Filed on Jul 25, 2022
11,420
$19.56 - $21.11 $223K - $241K
BSCU
Invesco Exc Self Ind Tr

ETFs
Q2 2022 Filed on Jul 25, 2022
13,590
$16.04 - $17.83 $218K - $242K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
30
$76.76 - $137.41 $2.3K - $4.12K
IBMO
Ishares Tr Ibonds December 202

ETFs
Q1 2022 Filed on May 06, 2022
5,954
$25.42 - $26.86 $151K - $160K
IBMP
Ishares Tr Ibonds December 202

ETFs
Q1 2022 Filed on May 06, 2022
5,938
$25.38 - $27.0 $151K - $160K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q1 2022 Filed on May 06, 2022
5,895
$25.41 - $27.2 $150K - $160K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
Q1 2022 Filed on May 06, 2022
4,293
$26.58 - $27.86 $114K - $120K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
7
$202.19 - $259.81 $1.42K - $1.82K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
21
$55.5 - $81.23 $1.17K - $1.71K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 06, 2022
1
$30.45 - $39.36 $30.5 - $39.4
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2022 Filed on May 06, 2022
867
$81.07 - $115.44 $70.3K - $100K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on May 06, 2022
350
$66.84 - $79.66 $23.4K - $27.9K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2022 Filed on May 06, 2022
331
$92.11 - $106.34 $30.5K - $35.2K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q1 2022 Filed on May 06, 2022
222
$62.53 - $70.85 $13.9K - $15.7K
Ishares Tr
Q4 2021 Filed on Jan 21, 2022
2,337
N/A
HYRE
Hyre Car Inc.

Industrials
Q4 2021 Filed on Jan 21, 2022
2,360
$4.31 - $8.58 $10.2K - $20.2K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q4 2021 Filed on Jan 21, 2022
4,911
$26.81 - $26.95 $132K - $132K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q4 2021 Filed on Jan 21, 2022
3,132
$38.24 - $42.82 $120K - $134K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2021 Filed on Jan 21, 2022
1,387
$38.5 - $43.37 $53.4K - $60.2K
Ishares Tr
Q4 2021 Filed on Jan 21, 2022
6,769
N/A
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Jan 21, 2022
1,320
$98.21 - $108.46 $130K - $143K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Jan 21, 2022
748
$76.64 - $82.32 $57.3K - $61.6K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q3 2021 Filed on Nov 05, 2021
23,000
$16.82 - $19.18 $387K - $441K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 05, 2021
30
$257.41 - $401.12 $7.72K - $12K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q3 2021 Filed on Nov 05, 2021
4,939
$26.15 - $26.28 $129K - $130K
Ishares Tr
Q3 2021 Filed on Nov 05, 2021
4,955
N/A
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q3 2021 Filed on Nov 05, 2021
4,953
$26.0 - $26.14 $129K - $129K
Ishares Gold Tr
Q2 2021 Filed on Aug 09, 2021
39,756
N/A
Berkshire Hathaway Inc Del
Q2 2021 Filed on Aug 09, 2021
318
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2021 Filed on Aug 09, 2021
28
$331.45 - $347.9 $9.28K - $9.74K
General Electric CO
Q2 2021 Filed on Aug 09, 2021
0
N/A
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