Financial Insights, Inc. Closed Holding Positions

Financial Insights, Inc.

  • $303 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DNL
Wiswisdomtree Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
1,680
$40.46 - $43.87 $68K - $73.7K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q3 2021 Filed on Nov 12, 2021
800
$58.84 - $62.73 $47.1K - $50.2K
VFH
Vanguard Financial ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
2,003
$86.32 - $96.09 $173K - $192K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q3 2021 Filed on Nov 12, 2021
500
$79.36 - $84.88 $39.7K - $42.4K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q3 2021 Filed on Nov 12, 2021
300
$86.49 - $93.17 $25.9K - $28K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2021 Filed on Nov 12, 2021
309
$338.29 - $356.57 $105K - $110K
EEMX
Spdr Idx Shs Fds Msci Emerging
Q3 2021 Filed on Nov 12, 2021
1,840
N/A
TGT
Target Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
221
$228.77 - $264.07 $50.6K - $58.4K
TBI
True Blue, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
975
$25.29 - $28.59 $24.7K - $27.9K
UMPQ
Umpqua Holdings Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,000
$17.22 - $20.56 $34.4K - $41.1K
UPS
United Parcel Service Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
183
$182.1 - $214.26 $33.3K - $39.2K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2021 Filed on Nov 12, 2021
902
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2021 Filed on Nov 12, 2021
1,841
$89.41 - $91.32 $165K - $168K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q3 2021 Filed on Nov 12, 2021
150
$135.17 - $146.62 $20.3K - $22K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2021 Filed on Nov 12, 2021
961
$56.15 - $60.07 $54K - $57.7K
TLS
Telos Corp

Technology
Q3 2021 Filed on Nov 12, 2021
1,000
$24.56 - $34.42 $24.6K - $34.4K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
853
$52.83 - $61.43 $45.1K - $52.4K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
1,510
$31.16 - $36.97 $47.1K - $55.8K
AMRC
Ameresco, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
1,583
$58.43 - $72.13 $92.5K - $114K
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
651
$81.18 - $91.08 $52.8K - $59.3K
AXP
American Express CO

Financial Services
Q3 2021 Filed on Nov 12, 2021
130
$158.72 - $176.77 $20.6K - $23K
AXON
Axon Enterprise, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
250
$172.38 - $193.49 $43.1K - $48.4K
CCL
Carnival Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
3,200
$19.72 - $26.38 $63.1K - $84.4K
CARR
Carrier Global Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
581
$48.05 - $58.32 $27.9K - $33.9K
CAT
Caterpillar Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
389
$189.84 - $221.66 $73.8K - $86.2K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
1,000
$43.34 - $56.64 $43.3K - $56.6K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,000
$19.91 - $32.98 $19.9K - $33K
CHKP
Check Point Software Technologies LTD

Technology
Q3 2021 Filed on Nov 12, 2021
175
$113.04 - $127.17 $19.8K - $22.3K
AVAV
Aero Vironment Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
200
$83.88 - $105.5 $16.8K - $21.1K
SIVR
Abrdn Silver ETF Trust

ETFs
Q3 2021 Filed on Nov 12, 2021
1,420
$20.76 - $25.54 $29.5K - $36.3K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
750
$50.57 - $53.3 $37.9K - $40K
BHP
Bhp Group LTD

Basic Materials
Q3 2021 Filed on Nov 12, 2021
2,276
$46.89 - $71.58 $107K - $163K
AAXJ
Ishares Msci All Country Asia

ETFs
Q3 2021 Filed on Nov 12, 2021
620
$84.02 - $93.84 $52.1K - $58.2K
ITA
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
985
$100.96 - $110.33 $99.4K - $109K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2021 Filed on Nov 12, 2021
921
$75.34 - $79.52 $69.4K - $73.2K
INTC
Intel Corp

Technology
Q3 2021 Filed on Nov 12, 2021
3,448
$52.01 - $56.87 $179K - $196K
VOX
Vanguard Communication Service

ETFs
Q3 2021 Filed on Nov 12, 2021
1,444
$139.4 - $150.66 $201K - $218K
COP
Conocophillips

Energy
Q3 2021 Filed on Nov 12, 2021
701
$52.44 - $68.04 $36.8K - $47.7K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
417
$259.0 - $308.53 $108K - $129K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
Q3 2021 Filed on Nov 12, 2021
3,737
$27.31 - $28.76 $102K - $107K
MMM
3 M CO

Industrials
Q3 2021 Filed on Nov 12, 2021
437
$175.42 - $202.83 $76.7K - $88.6K
ABT
Abbott Laboratories

Healthcare
Q3 2021 Filed on Nov 12, 2021
745
$116.66 - $129.06 $86.9K - $96.1K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
25
$1538.23 - $1944.05 $38.5K - $48.6K
CI
Cigna Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
130
$200.16 - $238.3 $26K - $31K
FTSD
Franklin ETF Tr Liberty Short

ETFs
Q3 2021 Filed on Nov 12, 2021
570
$94.69 - $95.0 $54K - $54.2K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
2,857
N/A
BOTZ
Global X Fds

ETFs
Q3 2021 Filed on Nov 12, 2021
860
$32.76 - $39.39 $28.2K - $33.9K
GGG
Graco Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
495
$69.97 - $79.71 $34.6K - $39.5K
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2021 Filed on Nov 12, 2021
1,638
$13.01 - $15.48 $21.3K - $25.4K
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