Brendel Financial Advisors LLC Closed Holding Positions

Brendel Financial Advisors LLC

  • $176 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Apartment Invt & Mgmt CO
Q3 2019 Filed on Nov 14, 2019
37,316
N/A
MASI
Masimo Corp

Healthcare
Q3 2019 Filed on Nov 14, 2019
13,579
$145.61 - $159.87 $1.98M - $2.17M
Novan Inc
Q3 2019 Filed on Nov 14, 2019
30,000
N/A
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q3 2019 Filed on Nov 14, 2019
2,866
N/A
RZG
Invesco Fd Tr S&P Smallcap 600
Q2 2019 Filed on Aug 15, 2019
3,194
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 15, 2019
12,941
N/A
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 15, 2019
5,759
$60.15 - $66.33 $346K - $382K
RFV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 15, 2019
5,483
$60.13 - $70.67 $330K - $387K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 15, 2019
2,463
$139.15 - $154.07 $343K - $379K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 15, 2019
54,374
N/A
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 15, 2019
28,055
$69.73 - $80.9 $1.96M - $2.27M
CWT
California Water Service Group

Utilities
Q2 2019 Filed on Aug 15, 2019
37,942
$49.05 - $52.87 $1.86M - $2.01M
NRG
Nrg Energy, Inc.

Utilities
Q2 2019 Filed on Aug 15, 2019
53,882
$33.7 - $42.41 $1.82M - $2.29M
CRM
Salesforce, Inc.

Technology
Q2 2019 Filed on Aug 15, 2019
11,262
$145.1 - $165.96 $1.63M - $1.87M
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2019 Filed on Aug 15, 2019
15,130
N/A
HIMX
Himax Technologies, Inc.

Technology
Q1 2019 Filed on May 15, 2019
20,000
$3.19 - $4.12 $63.8K - $82.4K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
56,073
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
24,601
$50.65 - $60.39 $1.25M - $1.49M
SIGI
Selective Insurance Group Inc

Financial Services
Q1 2019 Filed on May 15, 2019
23,808
$59.16 - $66.99 $1.41M - $1.59M
ROL
Rollins Inc

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
37,299
$23.57 - $27.79 $879K - $1.04M
Apartment Invt & Mgmt CO
Q1 2019 Filed on May 15, 2019
34,493
N/A
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