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
CLH
Clean Harbors Inc

Industrials
Q4 2018 Filed on Feb 07, 2019
2,189
$46.83 - $70.89 $103K - $155K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
434
$156.95 - $228.67 $68.1K - $99.2K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q4 2018 Filed on Feb 07, 2019
3,305
$21.78 - $29.25 $72K - $96.7K
STOR
Store Capital Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
4,900
$27.4 - $30.85 $134K - $151K
IT
Gartner Inc

Technology
Q4 2018 Filed on Feb 07, 2019
718
$123.06 - $158.64 $88.4K - $114K
ENB
Enbridge Inc

Energy
Q4 2018 Filed on Feb 07, 2019
3,131
$29.22 - $33.9 $91.5K - $106K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
259
$335.82 - $403.04 $87K - $104K
OTEX
Open Text Corp

Technology
Q4 2018 Filed on Feb 07, 2019
2,844
$31.44 - $37.77 $89.4K - $107K
EIX
Edison International

Utilities
Q4 2018 Filed on Feb 07, 2019
1,699
$47.19 - $70.54 $80.2K - $120K
ILCV
Ishares Morningstar Value ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
840
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2018 Filed on Feb 07, 2019
2,244
$29.98 - $36.73 $67.3K - $82.4K
SRE
Sempra Energy

Utilities
Q4 2018 Filed on Feb 07, 2019
818
$107.27 - $118.49 $87.7K - $96.9K
HYG
Ishares Tr

ETFs
Q4 2018 Filed on Feb 07, 2019
968
$79.63 - $86.3 $77.1K - $83.5K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
428
$156.33 - $211.73 $66.9K - $90.6K
HSY
Hershey CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
1,008
$101.64 - $110.01 $102K - $111K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2018 Filed on Feb 07, 2019
5,403
$23.51 - $29.33 $127K - $158K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
635
N/A
DOX
Amdocs LTD

Technology
Q4 2018 Filed on Feb 07, 2019
1,619
$56.76 - $66.79 $91.9K - $108K
Bb&T Corporation Com
Q4 2018 Filed on Feb 07, 2019
455
N/A
SAIC
Science Applications International Corp

Technology
Q4 2018 Filed on Feb 07, 2019
233
$58.38 - $78.96 $13.6K - $18.4K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
Q4 2018 Filed on Feb 07, 2019
1,000
$17.5 - $20.07 $17.5K - $20.1K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Feb 07, 2019
400
$44.51 - $47.86 $17.8K - $19.1K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q4 2018 Filed on Feb 07, 2019
300
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,350
$12.7 - $14.94 $17.1K - $20.2K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,000
$18.18 - $21.29 $18.2K - $21.3K
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Feb 07, 2019
354
$57.11 - $83.13 $20.2K - $29.4K
EXPD
Expeditors International Of Washington Inc

Industrials
Q4 2018 Filed on Feb 07, 2019
917
$63.11 - $76.89 $57.9K - $70.5K
GNL
Global Net Lease, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
898
$17.07 - $21.79 $15.3K - $19.6K
LSXMA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 07, 2019
477
$34.84 - $42.92 $16.6K - $20.5K
AEP
American Electric Power CO Inc

Utilities
Q4 2018 Filed on Feb 07, 2019
237
$70.22 - $80.36 $16.6K - $19K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
182
$91.23 - $112.85 $16.6K - $20.5K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,460
$11.51 - $12.54 $16.8K - $18.3K
Mylan N V
Q4 2018 Filed on Feb 07, 2019
500
N/A
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2018 Filed on Feb 07, 2019
100
N/A
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
170
$93.16 - $114.2 $15.8K - $19.4K
CME
Cme Group Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
106
$173.82 - $195.61 $18.4K - $20.7K
TWTR
Twitter, Inc.

Communication Services
Q4 2018 Filed on Feb 07, 2019
642
$26.45 - $36.25 $17K - $23.3K
CCL
Carnival Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
351
$46.21 - $63.55 $16.2K - $22.3K
CTRA
Coterra Energy Inc.

Energy
Q4 2018 Filed on Feb 07, 2019
1,625
$21.18 - $26.49 $34.4K - $43K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,780
$9.13 - $11.03 $16.3K - $19.6K
Ishares Trust Ibonds Dec18 ETF
Q4 2018 Filed on Feb 07, 2019
920
N/A
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,051
$18.78 - $22.95 $19.7K - $24.1K
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Feb 07, 2019
790
$21.1 - $31.98 $16.7K - $25.3K
VT
Vanguard Total World Stk Index

ETFs
Q4 2018 Filed on Feb 07, 2019
300
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
555
N/A
AMD
Advanced Micro Devices Inc

Technology
Q4 2018 Filed on Feb 07, 2019
737
$16.65 - $31.42 $12.3K - $23.2K
Travelport Worldwide LTD
Q4 2018 Filed on Feb 07, 2019
1,406
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q4 2018 Filed on Feb 07, 2019
516
N/A
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Feb 07, 2019
1,231
$19.84 - $25.88 $24.4K - $31.9K
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