Chartist Inc Closed Holding Positions

Chartist Inc

  • $124 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
2,721
$140.99 - $168.41 $384K - $458K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,259
$69.84 - $121.86 $158K - $275K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
3,873
$45.68 - $55.36 $177K - $214K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2022 Filed on Aug 15, 2022
3,386
$114.07 - $132.3 $386K - $448K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2022 Filed on Aug 15, 2022
5,330
$60.91 - $76.4 $325K - $407K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2022 Filed on Aug 15, 2022
6,275
$70.31 - $80.24 $441K - $504K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2022 Filed on May 12, 2022
2,273
$97.08 - $107.22 $221K - $244K
Equinix Inc New
Q4 2021 Filed on Feb 14, 2022
435
N/A
OGI
Organigram Holdings Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
10,000
$1.75 - $2.48 $17.5K - $24.8K
MSFT
Microsoft Corp

Technology
Q4 2021 Filed on Feb 14, 2022
1,168
$283.11 - $343.11 $331K - $401K
Accelerate Diagnos
Q2 2021 Filed on Aug 11, 2021
64,765
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on May 13, 2021
2,500
$101.91 - $102.15 $255K - $255K
SLV
I Shares Silver Trust

ETFs
Q4 2019 Filed on Feb 05, 2020
10,318
$15.48 - $16.92 $160K - $175K
Suntrust Banks Inc
Q4 2019 Filed on Feb 05, 2020
3,549
N/A
CMCSA
Comcast Corp

Communication Services
Q2 2019 Filed on Aug 15, 2019
6,887
$40.02 - $43.68 $276K - $301K
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2019 Filed on Aug 15, 2019
8,171
$27.77 - $32.9 $227K - $269K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2019 Filed on Aug 15, 2019
5,169
$41.7 - $46.67 $216K - $241K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2019 Filed on Aug 15, 2019
17,813
N/A
IYM
Ishares Tr

ETFs
Q2 2019 Filed on Aug 15, 2019
5,776
$84.8 - $96.2 $490K - $556K
DFS
Discover Financial Services

Financial Services
Q2 2019 Filed on Aug 15, 2019
3,058
$73.5 - $82.27 $225K - $252K
DIS
Walt Disney CO

Communication Services
Q2 2019 Filed on Aug 15, 2019
3,978
$111.96 - $142.02 $445K - $565K
21st Cent Fox Cl A
Q1 2019 Filed on May 09, 2019
4,963
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2019 Filed on May 09, 2019
1,879
N/A
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 05, 2019
1,996
$124.17 - $163.24 $248K - $326K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
14,414
$65.14 - $85.94 $939K - $1.24M
SRE
Sempra Energy

Utilities
Q4 2018 Filed on Feb 05, 2019
2,941
$107.27 - $118.49 $315K - $348K
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2018 Filed on Feb 05, 2019
5,196
$155.39 - $205.13 $807K - $1.07M
LEN
Lennar Corp

Consumer Cyclical
Q2 2018 Filed on Aug 07, 2018
3,507
$49.22 - $64.0 $173K - $224K
XLF
Financial Sector Spdr

ETFs
Q1 2018 Filed on May 08, 2018
7,922
N/A
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