Kore Private Wealth LLC Closed Holding Positions

Kore Private Wealth LLC

  • $554 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
1,135
$14.99 - $16.35 $17K - $18.6K
PAC
Pacific Airport Group

Industrials
Q3 2020 Filed on Nov 13, 2020
12
$62.62 - $81.21 $751 - $975
GGG
Graco Inc

Industrials
Q3 2020 Filed on Nov 13, 2020
66
$47.42 - $61.35 $3.13K - $4.05K
GHC
Graham Holdings CO

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
2
$331.16 - $444.97 $662 - $890
GVA
Granite Construction Inc

Industrials
Q3 2020 Filed on Nov 13, 2020
26
$16.96 - $20.24 $441 - $526
HAL
Halliburton CO

Energy
Q3 2020 Filed on Nov 13, 2020
67
$11.78 - $16.71 $789 - $1.12K
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
270
$94.34 - $138.17 $25.5K - $37.3K
HCSG
Healthcare Services Group Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
755
$20.2 - $27.54 $15.3K - $20.8K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2020 Filed on Nov 13, 2020
148
$155.67 - $199.13 $23K - $29.5K
HES
Hess Corp

Energy
Q3 2020 Filed on Nov 13, 2020
196
$39.4 - $55.14 $7.72K - $10.8K
HUBS
Hubspot Inc

Technology
Q3 2020 Filed on Nov 13, 2020
21
$211.99 - $314.25 $4.45K - $6.6K
Iac/Inter Active Corp
Q3 2020 Filed on Nov 13, 2020
1,409
N/A
ING
Ing Groep Nv

Financial Services
Q3 2020 Filed on Nov 13, 2020
191
$6.77 - $8.41 $1.29K - $1.61K
INGR
Ingredion Inc

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
30
$75.03 - $88.65 $2.25K - $2.66K
IP
International Paper CO

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
1,069
$31.35 - $40.62 $33.5K - $43.4K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
3,248
$21.34 - $22.09 $69.3K - $71.7K
IYR
Ishares Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
1,231
$76.71 - $84.15 $94.4K - $104K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q3 2020 Filed on Nov 13, 2020
1,156
$51.46 - $57.08 $59.5K - $66K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
146
$174.43 - $196.49 $25.5K - $28.7K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
826
$65.69 - $75.96 $54.3K - $62.7K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q3 2020 Filed on Nov 13, 2020
1,269
$60.74 - $66.36 $77.1K - $84.2K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2020 Filed on Nov 13, 2020
1,419
$132.78 - $156.38 $188K - $222K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2020 Filed on Nov 13, 2020
66
$134.22 - $139.15 $8.86K - $9.18K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2020 Filed on Nov 13, 2020
322
$40.44 - $45.55 $13K - $14.7K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
128
$115.26 - $117.22 $14.8K - $15K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
129
$203.91 - $230.98 $26.3K - $29.8K
IWN
Ishares Russell2000 Val ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
226
$91.58 - $108.28 $20.7K - $24.5K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2020 Filed on Nov 13, 2020
6,283
$74.79 - $85.06 $470K - $534K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Nov 13, 2020
43
$55.44 - $62.69 $2.38K - $2.7K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
1,142
$106.77 - $118.22 $122K - $135K
SUB
Ishares Short Term National Mu

ETFs
Q3 2020 Filed on Nov 13, 2020
1,127
$107.69 - $108.53 $121K - $122K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
315
$123.08 - $127.1 $38.8K - $40K
ICF
Ishares Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
727
$49.13 - $53.95 $35.7K - $39.2K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
35
$50.5 - $50.73 $1.77K - $1.78K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q3 2020 Filed on Nov 13, 2020
157
$59.39 - $68.32 $9.32K - $10.7K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q3 2020 Filed on Nov 13, 2020
93
$121.4 - $137.9 $11.3K - $12.8K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q3 2020 Filed on Nov 13, 2020
117
$67.13 - $78.5 $7.85K - $9.18K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
1,200
$53.47 - $60.19 $64.2K - $72.2K
IEO
Ishares Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
968
$26.44 - $34.76 $25.6K - $33.6K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
548
$27.84 - $28.3 $15.3K - $15.5K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
218
$78.68 - $86.23 $17.2K - $18.8K
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q3 2020 Filed on Nov 13, 2020
466
$29.45 - $32.27 $13.7K - $15K
STAR
Istar Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
510
$11.28 - $13.0 $5.75K - $6.63K
JBGS
Jbg Smith Properties

Real Estate
Q3 2020 Filed on Nov 13, 2020
1,284
$25.77 - $30.04 $33.1K - $38.6K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2020 Filed on Nov 13, 2020
333
N/A
KSU
Kansas City Southern

Industrials
Q3 2020 Filed on Nov 13, 2020
47
N/A
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
41
$27.11 - $31.26 $1.11K - $1.28K
KINS
Kingstone Companies, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
2,000
$4.35 - $6.23 $8.7K - $12.5K
KGC
Kinross Gold Corp

Basic Materials
Q3 2020 Filed on Nov 13, 2020
384
$7.17 - $10.0 $2.75K - $3.84K
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