C2 C Wealth Management, LLC Closed Holding Positions

C2 C Wealth Management, LLC

  • $108 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q2 2022 Filed on Jul 22, 2022
60,000
$17.13 - $21.08 $1.03M - $1.26M
ICHR
Ichor Holdings, Ltd.

Technology
Q2 2022 Filed on Jul 22, 2022
7,765
$25.16 - $35.05 $195K - $272K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
17,299
$61.48 - $74.59 $1.06M - $1.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2022 Filed on Jul 22, 2022
1,618
$108.57 - $135.98 $176K - $220K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
1,458
$102.2 - $137.05 $149K - $200K
PAA
Plains All American Pipeline LP

Energy
Q2 2022 Filed on Jul 22, 2022
10,256
$9.59 - $11.98 $98.4K - $123K
Renewable Energy Group Inc
Q2 2022 Filed on Jul 22, 2022
9,400
N/A
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
9,700
$18.09 - $23.64 $175K - $229K
WDC
Western Digital Corp

Technology
Q2 2022 Filed on Jul 22, 2022
4,800
$44.83 - $62.86 $215K - $302K
EFX
Equifax Inc

Industrials
Q2 2022 Filed on Jul 22, 2022
1,032
$170.35 - $234.5 $176K - $242K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
5,900
$23.44 - $35.4 $138K - $209K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q2 2022 Filed on Jul 22, 2022
8,425
$20.87 - $33.18 $176K - $280K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Jul 22, 2022
4,775
$42.05 - $47.77 $201K - $228K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2022 Filed on Jul 22, 2022
3,007
$55.35 - $74.88 $166K - $225K
ESS
Essex Property Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
594
$253.94 - $359.31 $151K - $213K
EXAS
Exact Sciences Corp

Healthcare
Q2 2022 Filed on Jul 22, 2022
3,020
$35.61 - $76.23 $108K - $230K
FCEL
Fuelcell Energy Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
12,500
$3.56 - $6.94 $44.5K - $86.8K
SOFI
So Fi Technologies, Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
14,675
$7.93 - $15.68 $116K - $230K
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on Apr 29, 2022
6,928
$37.19 - $47.42 $258K - $329K
SPWR
Sunpower Corp

Technology
Q1 2022 Filed on Apr 29, 2022
33,091
$14.84 - $22.02 $491K - $729K
TXN
Texas Instruments Inc

Technology
Q1 2022 Filed on Apr 29, 2022
1,062
$162.47 - $191.01 $173K - $203K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on Apr 29, 2022
5,220
$32.42 - $42.66 $169K - $223K
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 29, 2022
2,969
N/A
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on Apr 29, 2022
903
$181.39 - $234.03 $164K - $211K
ACN
Accenture PLC

Technology
Q1 2022 Filed on Apr 29, 2022
655
$301.62 - $407.21 $198K - $267K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q1 2022 Filed on Apr 29, 2022
2,423
$93.76 - $145.95 $227K - $354K
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on Apr 29, 2022
1,407
$128.19 - $163.16 $180K - $230K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 29, 2022
2,850
$56.78 - $71.43 $162K - $204K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
10,170
$6.63 - $11.97 $67.4K - $122K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
1,074
$143.98 - $202.66 $155K - $218K
INTU
Intuit Inc

Technology
Q1 2022 Filed on Apr 29, 2022
321
$424.63 - $631.47 $136K - $203K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 29, 2022
1,837
$58.27 - $118.99 $107K - $219K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2022 Filed on Apr 29, 2022
1,620
$55.62 - $74.05 $90.1K - $120K
GIS
General Mills Inc

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
11,300
$62.27 - $69.9 $704K - $790K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
3,205
$59.94 - $62.99 $192K - $202K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q1 2022 Filed on Apr 29, 2022
10,207
$5.89 - $6.8 $60.1K - $69.4K
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