Kiley Juergens Wealth Management, LLC Closed Holding Positions

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Gold ETF
Q4 2018 Filed on Jan 15, 2019
62
N/A
IBM
International Business Machines Corp

Technology
Q4 2018 Filed on Jan 15, 2019
2,153
$102.84 - $146.99 $221K - $316K
INTU
Intuit Inc

Technology
Q4 2018 Filed on Jan 15, 2019
146
$182.75 - $231.32 $26.7K - $33.8K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
701
$65.14 - $85.94 $45.7K - $60.2K
GME
Game Stop Corp.

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
10
$2.92 - $3.9 $29.2 - $39
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Jan 15, 2019
1,854
$111.35 - $114.52 $206K - $212K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2018 Filed on Jan 15, 2019
341
N/A
BCE
Bce Inc

Communication Services
Q3 2018 Filed on Oct 10, 2018
150
$39.9 - $42.61 $5.99K - $6.39K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
Q3 2018 Filed on Oct 10, 2018
50
$10.5 - $16.0 $525 - $800
D
Dominion Energy, Inc

Utilities
Q3 2018 Filed on Oct 10, 2018
60
$68.08 - $72.45 $4.08K - $4.35K
Dr Pepper Snapple Gp
Q3 2018 Filed on Oct 10, 2018
51
N/A
ACC
American Campus Communities Inc

Real Estate
Q3 2018 Filed on Oct 10, 2018
200
$40.53 - $43.17 $8.11K - $8.63K
Halyard Health Inc
Q3 2018 Filed on Oct 10, 2018
125
N/A
VGSH
Vanguard

ETFs
Q3 2018 Filed on Oct 10, 2018
1,581
N/A
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q3 2018 Filed on Oct 10, 2018
7
$7.3 - $7.62 $51.1 - $53.3
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q3 2018 Filed on Oct 10, 2018
25
N/A
Kayne Anderson Energy Fd
Q3 2018 Filed on Oct 10, 2018
1,000
N/A
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q3 2018 Filed on Oct 10, 2018
1,215
$10.96 - $11.3 $13.3K - $13.7K
Neptune Techs & Biores
Q3 2018 Filed on Oct 10, 2018
500
N/A
FXI
Ishares Tr

ETFs
Q3 2018 Filed on Oct 10, 2018
942
$40.39 - $44.29 $38K - $41.7K
RVSB
Riverview Bancorp Inc

Financial Services
Q3 2018 Filed on Oct 10, 2018
350
$8.47 - $9.91 $2.96K - $3.47K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2018 Filed on Oct 10, 2018
1,502
N/A
Powershs Qqq Trust Ser
Q2 2018 Filed on Jul 23, 2018
32,982
N/A
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q1 2018 Filed on Apr 23, 2018
400
$11.97 - $16.03 $4.79K - $6.41K
GFF
Griffon Corp

Industrials
Q1 2018 Filed on Apr 23, 2018
1,100
$17.95 - $21.2 $19.7K - $23.3K
Gugge Cur British Po
Q1 2018 Filed on Apr 23, 2018
25
N/A
AXDX
Accelerate Diagnostics, Inc

Healthcare
Q1 2018 Filed on Apr 23, 2018
20
$22.55 - $29.9 $451 - $598
Guggenheim S&P 500 E
Q1 2018 Filed on Apr 23, 2018
250
N/A
Guggenheim S&P 500 E
Q1 2018 Filed on Apr 23, 2018
29
N/A
MXF
Mexico Fund Inc

Financial Services
Q1 2018 Filed on Apr 23, 2018
4,172
$15.89 - $17.24 $66.3K - $71.9K
Sensata Tech Hldgs N
Q1 2018 Filed on Apr 23, 2018
108
N/A
Thomson Reuters Corp
Q1 2018 Filed on Apr 23, 2018
101
N/A
Monsanto CO New Del
Q1 2018 Filed on Apr 23, 2018
227
N/A
Great Plains Energy
Q1 2018 Filed on Apr 23, 2018
156
N/A
Time Inc
Q1 2018 Filed on Apr 23, 2018
111
N/A
Goldfield Corp
Q1 2018 Filed on Apr 23, 2018
1,000
N/A
Time Warner Inc New
Q1 2018 Filed on Apr 23, 2018
1,109
N/A
NTCT
Netscout Systems Inc

Technology
Q1 2018 Filed on Apr 23, 2018
453
$25.5 - $31.35 $11.6K - $14.2K
Rydex ETF Trust
Q1 2018 Filed on Apr 23, 2018
700
N/A
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q1 2018 Filed on Apr 23, 2018
299
$23.56 - $26.06 $7.04K - $7.79K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2018 Filed on Apr 23, 2018
125
$16.68 - $22.07 $2.09K - $2.76K
REZ
Ishares Tr Residential And Mul

ETFs
Q1 2018 Filed on Apr 23, 2018
29
N/A
Rydex ETF Trust
Q1 2018 Filed on Apr 23, 2018
500
N/A
FXG
First Tr Exchange Traded First

ETFs
Q1 2018 Filed on Apr 23, 2018
103
$45.46 - $51.44 $4.68K - $5.3K
Nuvectra Corporation
Q1 2018 Filed on Apr 23, 2018
1,435
N/A
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q1 2018 Filed on Apr 23, 2018
1,471
$12.4 - $13.82 $18.2K - $20.3K
Statoil Asa Adr
Q1 2018 Filed on Apr 23, 2018
430
N/A
EMB
Ishares Tr

ETFs
Q1 2018 Filed on Apr 23, 2018
35
$111.09 - $116.72 $3.89K - $4.09K
Impax Labs Inc
Q1 2018 Filed on Apr 23, 2018
168
N/A
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