Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Gold Trust
Q4 2018 Filed on Feb 07, 2019
2,900
N/A
WEN
Wendy'S CO

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,962
$15.0 - $18.06 $29.4K - $35.4K
PXD
Pioneer Natural Resources CO

Energy
Q4 2018 Filed on Feb 07, 2019
330
$120.51 - $187.92 $39.8K - $62K
Bsb Bancorp Inc Md
Q4 2018 Filed on Feb 07, 2019
1,045
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,850
$17.24 - $18.64 $31.9K - $34.5K
UBSI
United Bankshares Inc

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,585
$29.21 - $36.31 $46.3K - $57.6K
Zayo Group Hldgs Inc
Q4 2018 Filed on Feb 07, 2019
920
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2018 Filed on Feb 07, 2019
346
$72.26 - $90.19 $25K - $31.2K
AMCX
Amc Networks Inc.

Communication Services
Q4 2018 Filed on Feb 07, 2019
468
$51.76 - $67.26 $24.2K - $31.5K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2018 Filed on Feb 07, 2019
742
$35.84 - $43.38 $26.6K - $32.2K
Royal Dutch Shell PLC Adr Sponsored
Q4 2018 Filed on Feb 07, 2019
449
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2018 Filed on Feb 07, 2019
236
$75.74 - $99.46 $17.9K - $23.5K
GPC
Genuine Parts CO

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
572
$91.85 - $104.2 $52.5K - $59.6K
Esterline Tech Corp Com
Q4 2018 Filed on Feb 07, 2019
600
N/A
NEP
Nextera Energy Partners, LP

Utilities
Q4 2018 Filed on Feb 07, 2019
643
$39.89 - $48.5 $25.6K - $31.2K
PWR
Quanta Services, Inc.

Industrials
Q4 2018 Filed on Feb 07, 2019
1,645
$27.93 - $35.83 $45.9K - $58.9K
SKX
Skechers Usa Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,300
$21.86 - $30.15 $28.4K - $39.2K
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 07, 2019
193
$141.77 - $189.89 $27.4K - $36.6K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q4 2018 Filed on Feb 07, 2019
3,566
$15.32 - $19.79 $54.6K - $70.6K
Actuant Corp
Q4 2018 Filed on Feb 07, 2019
1,303
N/A
AJG
Arthur J. Gallagher & Co.

Financial Services
Q4 2018 Filed on Feb 07, 2019
500
$68.99 - $78.38 $34.5K - $39.2K
CASY
Caseys General Stores Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
490
$119.68 - $136.68 $58.6K - $67K
BIG
Big Lots Inc

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
890
$26.74 - $44.9 $23.8K - $40K
ACC
American Campus Communities Inc

Real Estate
Q4 2018 Filed on Feb 07, 2019
890
$39.13 - $43.83 $34.8K - $39K
EQR
Equity Residential

Real Estate
Q4 2018 Filed on Feb 07, 2019
540
$62.67 - $72.65 $33.8K - $39.2K
LSI
Life Storage, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
380
$59.82 - $67.81 $22.7K - $25.8K
WU
Western Union CO

Financial Services
Q4 2018 Filed on Feb 07, 2019
3,000
$16.55 - $19.08 $49.7K - $57.2K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
640
$42.25 - $52.49 $27K - $33.6K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
356
$35.15 - $44.43 $12.5K - $15.8K
Extended Stay Amer Inc
Q4 2018 Filed on Feb 07, 2019
1,688
N/A
WWD
Woodward, Inc.

Industrials
Q4 2018 Filed on Feb 07, 2019
750
$68.95 - $84.27 $51.7K - $63.2K
FNB
Fnb Corp

Financial Services
Q4 2018 Filed on Feb 07, 2019
2,780
$9.47 - $12.87 $26.3K - $35.8K
EXPD
Expeditors International Of Washington Inc

Industrials
Q4 2018 Filed on Feb 07, 2019
917
$63.11 - $76.89 $57.9K - $70.5K
ABB
Abb LTD

Industrials
Q4 2018 Filed on Feb 07, 2019
2,371
$18.19 - $23.42 $43.1K - $55.5K
TDIV
First Trust Nasdaq Technology

ETFs
Q4 2018 Filed on Feb 07, 2019
800
$31.2 - $38.63 $25K - $30.9K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Feb 07, 2019
432
N/A
TTC
Toro CO

Industrials
Q4 2018 Filed on Feb 07, 2019
429
$53.23 - $61.99 $22.8K - $26.6K
NCR
Ncr Corp

Technology
Q4 2018 Filed on Feb 07, 2019
900
$21.02 - $28.14 $18.9K - $25.3K
X
United States Steel Corp

Basic Materials
Q4 2018 Filed on Feb 07, 2019
840
$17.27 - $30.25 $14.5K - $25.4K
O
Realty Income Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
450
$54.12 - $64.28 $24.4K - $28.9K
Gulfport Energy Com
Q4 2018 Filed on Feb 07, 2019
2,450
N/A
Athene Hldg LTD Com Cl A
Q4 2018 Filed on Feb 07, 2019
525
N/A
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
310
$65.64 - $85.55 $20.3K - $26.5K
RRC
Range Resources Corp

Energy
Q4 2018 Filed on Feb 07, 2019
1,585
$9.42 - $18.48 $14.9K - $29.3K
WLK
Westlake Corp

Basic Materials
Q4 2018 Filed on Feb 07, 2019
329
$60.82 - $83.63 $20K - $27.5K
KIM
Kimco Realty Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,567
$14.31 - $17.07 $22.4K - $26.7K
Apache Corp Com
Q4 2018 Filed on Feb 07, 2019
915
N/A
BDN
Brandywine Realty Trust

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,550
$12.36 - $15.47 $19.2K - $24K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
1,200
N/A
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