Capital Advantage, Inc. Closed Holding Positions

Capital Advantage, Inc.

  • $483 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CLX
Clorox CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
1,420
$142.18 - $166.36 $202K - $236K
1/100 Berkshire Htwy Cla
Q4 2018 Filed on Feb 07, 2019
1,200
N/A
KMI
Kinder Morgan, Inc.

Energy
Q4 2018 Filed on Feb 07, 2019
8,036
$14.71 - $18.57 $118K - $149K
Pwr Shrs Corp. Bullet 2020
Q4 2018 Filed on Feb 07, 2019
8,374
N/A
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
Q4 2018 Filed on Feb 07, 2019
5,087
N/A
Pwr Shrs Hy Bullet 2020
Q4 2018 Filed on Feb 07, 2019
9,897
N/A
Dow Du Pont Inc
Q4 2018 Filed on Feb 07, 2019
3,196
N/A
Pwr Shrs Hy Bullet 2018
Q4 2018 Filed on Feb 07, 2019
1,880,139
N/A
Pwr Shrs Corp. Bullet 2019
Q4 2018 Filed on Feb 07, 2019
2,531,531
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2018 Filed on Nov 01, 2018
3,207
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 01, 2018
3,694
$55.87 - $63.43 $206K - $234K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2018 Filed on Nov 01, 2018
2,769
N/A
FHN
First Horizon Corp

Financial Services
Q3 2018 Filed on Nov 01, 2018
5,606
$17.03 - $18.85 $95.5K - $106K
CAH
Cardinal Health Inc

Healthcare
Q2 2018 Filed on Aug 01, 2018
3,663
$48.83 - $65.82 $179K - $241K
United States Oil ETF
Q1 2018 Filed on May 02, 2018
17,050
N/A
Gugg. Corp. Bullet 2018
Q1 2018 Filed on May 02, 2018
2,588,485
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2018 Filed on May 02, 2018
2,508
$104.74 - $123.44 $263K - $310K
Intel Corp
Q1 2018 Filed on May 02, 2018
19,579
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2017 Filed on Feb 13, 2018
3,295
$59.94 - $65.35 $198K - $215K
Gugg. Hy Bullet 2017
Q4 2017 Filed on Feb 13, 2018
827,431
N/A
Celgene Corp
Q4 2017 Filed on Feb 13, 2018
1,425
N/A
Harris Corp
Q4 2017 Filed on Feb 13, 2018
1,752
N/A
F
Ford Motor CO

Consumer Cyclical
Q3 2017 Filed on Oct 30, 2017
10,885
$10.56 - $11.97 $115K - $130K
HON
Honeywell International Inc

Industrials
Q3 2017 Filed on Oct 30, 2017
4,213
$129.34 - $135.86 $545K - $572K
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