Jeppson Wealth Management, LLC Closed Holding Positions

Jeppson Wealth Management, LLC

  • $262 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PALL
Abrdn Palladium ETF Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$206.99 - $233.3 $10.3K - $11.7K
MSM
Msc Industrial Direct CO Inc

Industrials
Q4 2020 Filed on Mar 05, 2021
50
$62.25 - $87.33 $3.11K - $4.37K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2020 Filed on Mar 05, 2021
1,200
$39.32 - $41.26 $47.2K - $49.5K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q4 2020 Filed on Mar 05, 2021
100
$94.97 - $106.46 $9.5K - $10.6K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
84
$176.14 - $208.21 $14.8K - $17.5K
LIN
Linde PLC

Basic Materials
Q4 2020 Filed on Mar 05, 2021
175
$216.91 - $263.51 $38K - $46.1K
SWAN
Amplify ETF Tr Blackswan Growt
Q4 2020 Filed on Mar 05, 2021
26
N/A
KKR
Kkr & Co. Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
450
$34.15 - $40.49 $15.4K - $18.2K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
650
$41.31 - $61.22 $26.9K - $39.8K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
2,500
$12.45 - $17.62 $31.1K - $44.1K
CNP
Centerpoint Energy Inc

Utilities
Q4 2020 Filed on Mar 05, 2021
1,380
$19.4 - $25.17 $26.8K - $34.7K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
50
$80.29 - $103.45 $4.01K - $5.17K
PPT
Putnam Premier Income Trust

Financial Services
Q4 2020 Filed on Mar 05, 2021
700
$4.37 - $4.68 $3.06K - $3.28K
VIS
Vanguard Industrial ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
100
$141.72 - $170.63 $14.2K - $17.1K
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
84
$159.52 - $175.0 $13.4K - $14.7K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q4 2020 Filed on Mar 05, 2021
370
$6.07 - $11.22 $2.25K - $4.15K
OFC
Corporate Office Properties Trust

Real Estate
Q4 2020 Filed on Mar 05, 2021
250
$21.93 - $27.76 $5.48K - $6.94K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q4 2020 Filed on Mar 05, 2021
100
$10.45 - $15.65 $1.05K - $1.57K
HR
Healthcare Realty Trust Inc

Real Estate
Q4 2020 Filed on Mar 05, 2021
200
$23.71 - $28.18 $4.74K - $5.64K
TME
Tencent Music Entertainment Group

Communication Services
Q4 2020 Filed on Mar 05, 2021
100
$14.01 - $19.24 $1.4K - $1.92K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2020 Filed on Mar 05, 2021
300
$30.59 - $33.49 $9.18K - $10K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
500
$84.02 - $111.26 $42K - $55.6K
CMS
Cms Energy Corp

Utilities
Q4 2020 Filed on Mar 05, 2021
552
$57.6 - $67.11 $31.8K - $37K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2020 Filed on Mar 05, 2021
401
$55.95 - $64.38 $22.4K - $25.8K
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