Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ALGN
Align Technology Inc

Healthcare
Q4 2018 Filed on Feb 07, 2019
398
$193.72 - $391.52 $77.1K - $156K
TRGP
Targa Resources Corp.

Energy
Q4 2018 Filed on Feb 07, 2019
2,013
$34.11 - $58.51 $68.7K - $118K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
5,440
N/A
MIDD
Middleby Corp

Industrials
Q4 2018 Filed on Feb 07, 2019
900
$98.1 - $125.65 $88.3K - $113K
Texas Pac Ld Tr
Q4 2018 Filed on Feb 07, 2019
136
N/A
AXP
American Express CO

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,402
$89.5 - $112.89 $125K - $158K
KMI
Kinder Morgan, Inc.

Energy
Q4 2018 Filed on Feb 07, 2019
8,688
$14.71 - $18.57 $128K - $161K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
7,157
$19.36 - $22.61 $139K - $162K
PLD
Prologis, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
2,305
$55.94 - $68.65 $129K - $158K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2018 Filed on Feb 07, 2019
902
N/A
MCHP
Microchip Technology Inc

Technology
Q4 2018 Filed on Feb 07, 2019
2,689
$30.65 - $38.88 $82.4K - $105K
TRS
Trimas Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
6,860
$25.59 - $30.53 $176K - $209K
BA
Boeing CO

Industrials
Q4 2018 Filed on Feb 07, 2019
717
$294.16 - $392.3 $211K - $281K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
2,048
N/A
LEA
Lear Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,228
$116.96 - $150.75 $144K - $185K
DUK
Duke Energy Corp

Utilities
Q4 2018 Filed on Feb 07, 2019
2,705
$79.19 - $90.9 $214K - $246K
NOK
Nokia Corp

Technology
Q4 2018 Filed on Feb 07, 2019
10,326
$5.15 - $6.04 $53.2K - $62.4K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
2,367
N/A
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
3,070
$9.85 - $13.41 $30.2K - $41.2K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2018 Filed on Feb 07, 2019
2,329
$58.24 - $71.58 $136K - $167K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
1,225
$102.04 - $131.92 $125K - $162K
VGSH
Vanguard

ETFs
Q4 2018 Filed on Feb 07, 2019
2,813
N/A
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,357
$89.48 - $129.64 $121K - $176K
VTV
Vanguard Value ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
1,692
N/A
Wellcare Health Plans Inc
Q4 2018 Filed on Feb 07, 2019
625
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
5,325
$32.96 - $42.59 $176K - $227K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2018 Filed on Feb 07, 2019
543
N/A
Cypress Semiconductor Corp Com
Q4 2018 Filed on Feb 07, 2019
4,572
N/A
BALL
Ball Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,605
$42.35 - $50.5 $68K - $81.1K
NUVA
Nuvasive Inc

Healthcare
Q4 2018 Filed on Feb 07, 2019
1,820
$47.64 - $71.26 $86.7K - $130K
AES
Aes Corp

Utilities
Q4 2018 Filed on Feb 07, 2019
5,256
$13.82 - $16.01 $72.6K - $84.1K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Feb 07, 2019
653
$111.35 - $114.52 $72.7K - $74.8K
WELL
Welltower Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,180
$61.6 - $74.72 $72.7K - $88.2K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2018 Filed on Feb 07, 2019
1,008
N/A
Cerner Corp
Q4 2018 Filed on Feb 07, 2019
1,500
N/A
Ishares Trust Ibonds Dec20 ETF
Q4 2018 Filed on Feb 07, 2019
3,180
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2018 Filed on Feb 07, 2019
273
$218.1 - $267.95 $59.5K - $73.2K
LSXMK
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 07, 2019
2,651
$34.79 - $42.97 $92.2K - $114K
GLW
Corning Inc

Technology
Q4 2018 Filed on Feb 07, 2019
2,130
$27.97 - $35.74 $59.6K - $76.1K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2018 Filed on Feb 07, 2019
468
N/A
CCI
Crown Castle International Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
573
$103.54 - $117.47 $59.3K - $67.3K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2018 Filed on Feb 07, 2019
760
$64.01 - $84.57 $48.6K - $64.3K
SHOP
Shopify Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
400
$11.91 - $16.34 $4.76K - $6.54K
TTD
Trade Desk, Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
445
$10.44 - $14.86 $4.65K - $6.61K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,500
$35.03 - $45.99 $52.5K - $69K
Suntrust Bks Inc Com
Q4 2018 Filed on Feb 07, 2019
1,858
N/A
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,010
$77.95 - $109.98 $78.7K - $111K
BWXT
Bwx Technologies, Inc.

Industrials
Q4 2018 Filed on Feb 07, 2019
1,315
$36.76 - $63.18 $48.3K - $83.1K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
3,930
N/A
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