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
IWV
Ishares Russell 3000 ETF

ETFs
Q3 2021 Filed on Nov 01, 2021
3,120
$251.89 - $269.0 $786K - $839K
CE
Celanese Corp

Basic Materials
Q3 2021 Filed on Nov 01, 2021
2,079
$145.19 - $163.17 $302K - $339K
MBIN
Merchants Bancorp

Financial Services
Q3 2021 Filed on Nov 01, 2021
7,631
$23.13 - $27.13 $177K - $207K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Nov 01, 2021
1,481
$226.79 - $299.17 $336K - $443K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2021 Filed on Nov 01, 2021
2,009
$104.62 - $113.69 $210K - $228K
GWW
W.W. Grainger, Inc.

Industrials
Q3 2021 Filed on Nov 01, 2021
821
$393.06 - $461.23 $323K - $379K
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2021 Filed on Nov 01, 2021
43,627
$45.18 - $50.0 $1.97M - $2.18M
Hollyfrontier Corp
Q3 2021 Filed on Nov 01, 2021
9,413
N/A
FE
Firstenergy Corp

Utilities
Q3 2021 Filed on Nov 01, 2021
9,262
$35.62 - $39.92 $330K - $370K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on May 04, 2021
2,401
$74.44 - $84.52 $179K - $203K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 04, 2021
67,517
$21.71 - $26.78 $1.47M - $1.81M
LMT
Lockheed Martin Corp

Industrials
Q1 2021 Filed on May 04, 2021
699
$321.82 - $372.79 $225K - $261K
SPGI
S&P Global Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
818
$305.95 - $361.74 $250K - $296K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
28,221
$10.17 - $18.79 $287K - $530K
TTMI
Ttm Technologies Inc

Technology
Q4 2020 Filed on Jan 20, 2021
18,818
$11.45 - $13.8 $215K - $260K
WMT
Walmart Inc.

Consumer Defensive
Q4 2020 Filed on Jan 20, 2021
2,653
$138.75 - $152.79 $368K - $405K
ICLK
I Click Interactive Asia Group LTD

Communication Services
Q4 2020 Filed on Jan 20, 2021
172,500
$6.67 - $8.73 $1.15M - $1.51M
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2020 Filed on Jan 20, 2021
5,849
$162.55 - $190.94 $951K - $1.12M
Concho Res Inc
Q4 2020 Filed on Jan 20, 2021
5,071
N/A
WHD
Cactus, Inc.

Energy
Q4 2020 Filed on Jan 20, 2021
10,753
$16.75 - $28.15 $180K - $303K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 20, 2021
38,116
$3.15 - $3.98 $120K - $152K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2020 Filed on Jan 20, 2021
3,469
$70.04 - $86.09 $243K - $299K
CVX
Chevron Corp

Energy
Q4 2020 Filed on Jan 20, 2021
2,824
$66.88 - $95.62 $189K - $270K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Jan 20, 2021
1,815
$119.27 - $121.81 $216K - $221K
FFIV
F5, Inc.

Technology
Q3 2020 Filed on Oct 15, 2020
1,682
$117.77 - $154.84 $198K - $260K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q3 2020 Filed on Oct 15, 2020
23,633
$7.14 - $7.65 $169K - $181K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Oct 15, 2020
1,432
$141.89 - $158.84 $203K - $227K
CXE
Mfs High Income Municipal Trust

Financial Services
Q3 2020 Filed on Oct 15, 2020
41,950
$4.6 - $5.1 $193K - $214K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
Q3 2020 Filed on Oct 15, 2020
69,313
$6.37 - $7.65 $442K - $530K
Dividend & Income Fd Inc
Q3 2020 Filed on Oct 15, 2020
35,880
N/A
America First Multifamily In
Q3 2020 Filed on Oct 15, 2020
53,150
N/A
USA
Liberty All Star Equity Fund

Financial Services
Q3 2020 Filed on Oct 15, 2020
54,227
$5.75 - $6.29 $312K - $341K
Proshares Tr
Q3 2020 Filed on Oct 15, 2020
19,976
N/A
CMU
Mfs High Yield Municipal Trust

Financial Services
Q3 2020 Filed on Oct 15, 2020
96,822
$4.09 - $4.48 $396K - $434K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q3 2020 Filed on Oct 15, 2020
13,435
$7.12 - $8.31 $95.7K - $112K
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q3 2020 Filed on Oct 15, 2020
14,450
$17.42 - $24.89 $252K - $360K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
Q3 2020 Filed on Oct 15, 2020
39,467
$4.45 - $4.89 $176K - $193K
AVK
Advent Convertible & Income Fund

Financial Services
Q2 2020 Filed on Aug 03, 2020
30,105
$9.7 - $13.94 $292K - $420K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
Q2 2020 Filed on Aug 03, 2020
14,100
$9.87 - $12.25 $139K - $173K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2020 Filed on Aug 03, 2020
23,916
$114.56 - $143.07 $2.74M - $3.42M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 03, 2020
50,000
$2.67 - $4.02 $134K - $201K
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 03, 2020
39,159
$16.06 - $26.25 $629K - $1.03M
MERC
Mercer International Inc.

Basic Materials
Q2 2020 Filed on Aug 03, 2020
29,554
$6.97 - $10.33 $206K - $305K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Aug 03, 2020
15,941
$17.09 - $24.89 $272K - $397K
BKI
Black Knight, Inc.

Technology
Q2 2020 Filed on Aug 03, 2020
5,291
$57.85 - $77.1 $306K - $408K
EFX
Equifax Inc

Industrials
Q2 2020 Filed on Aug 03, 2020
30,321
$106.62 - $179.45 $3.23M - $5.44M
BKT
Blackrock Income Trust, Inc.

Financial Services
Q2 2020 Filed on Aug 03, 2020
11,058
$5.81 - $6.22 $64.2K - $68.8K
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Aug 03, 2020
14,349
$39.5 - $64.11 $567K - $920K
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
35,430
$15.29 - $24.99 $542K - $885K
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