Morgan Rosel Wealth Management, LLC Closed Holding Positions

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PACW
Pacwest Bancorp

Financial Services
Q2 2022 Filed on Jul 27, 2022
18,573
$25.9 - $42.57 $481K - $791K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2022 Filed on Jul 27, 2022
16,586
$18.01 - $21.54 $299K - $357K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
4,723
$94.02 - $198.2 $444K - $936K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Jul 27, 2022
1,780
$280.61 - $420.45 $499K - $748K
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Jul 27, 2022
11,429
$37.43 - $49.33 $428K - $564K
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
2,642
$63.31 - $89.84 $167K - $237K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
4,229
$171.61 - $208.74 $726K - $883K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 27, 2022
1,719
$389.13 - $547.75 $669K - $942K
WAT
Waters Corp

Healthcare
Q1 2022 Filed on Apr 22, 2022
1,912
$306.54 - $364.59 $586K - $697K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
2,460
$234.8 - $367.94 $578K - $905K
TGT
Target Corp

Consumer Defensive
Q1 2022 Filed on Apr 22, 2022
4,219
$189.9 - $234.17 $801K - $988K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
5,928
$132.87 - $168.87 $788K - $1M
SYF
Synchrony Financial

Financial Services
Q1 2022 Filed on Apr 22, 2022
18,796
$34.76 - $49.46 $653K - $930K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2022 Filed on Apr 22, 2022
1,258
$466.52 - $631.01 $587K - $794K
LRCX
Lam Research Corp

Technology
Q1 2022 Filed on Apr 22, 2022
1,612
$469.0 - $729.82 $756K - $1.18M
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on Apr 22, 2022
611
$257.27 - $315.76 $157K - $193K
HOUS
Anywhere Real Estate Inc.

Real Estate
Q4 2021 Filed on Jan 24, 2022
39,066
$14.82 - $20.65 $579K - $807K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Jan 24, 2022
15,349
$53.13 - $64.61 $815K - $992K
NWSA
News Corp

Communication Services
Q4 2021 Filed on Jan 24, 2022
35,144
$20.88 - $24.37 $734K - $856K
Contango Oil & Gas CO
Q4 2021 Filed on Jan 24, 2022
138,202
N/A
TNL
Travel & Leisure Co.

Consumer Cyclical
Q4 2021 Filed on Jan 24, 2022
13,124
$47.15 - $59.42 $619K - $780K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 24, 2022
3,100
$146.1 - $178.12 $453K - $552K
HWM
Howmet Aerospace Inc.

Industrials
Q4 2021 Filed on Jan 24, 2022
21,608
$27.41 - $33.4 $592K - $722K
HAL
Halliburton CO

Energy
Q3 2021 Filed on Oct 26, 2021
29,311
$18.15 - $23.8 $532K - $698K
SNDL
Sundial Growers Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
15,382
$6.73 - $9.58 $104K - $147K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Oct 26, 2021
600
$302.92 - $479.5 $182K - $288K
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2021 Filed on Oct 26, 2021
4,404
$43.46 - $53.08 $191K - $234K
RCII
Rent A Center Inc De

Industrials
Q3 2021 Filed on Oct 26, 2021
15,606
$51.13 - $65.19 $798K - $1.02M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
13,056
$19.54 - $20.85 $255K - $272K
MTH
Meritage Homes Corp

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
6,166
$88.3 - $115.0 $544K - $709K
Trinseo S A
Q3 2021 Filed on Oct 26, 2021
18,778
N/A
BA
Boeing CO

Industrials
Q2 2021 Filed on Jul 28, 2021
1,374
$220.78 - $259.36 $303K - $356K
URTY
Proshares Trust Proshrs Ultrap

ETFs
Q2 2021 Filed on Jul 28, 2021
2,795
$92.61 - $122.07 $259K - $341K
TSCO
Tractor Supply CO

Consumer Cyclical
Q2 2021 Filed on Jul 28, 2021
3,880
$171.28 - $195.7 $665K - $759K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2021 Filed on Jul 28, 2021
4,867
$161.53 - $199.66 $786K - $972K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
13,283
$51.5 - $63.84 $684K - $848K
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on Apr 30, 2021
2,182
$393.34 - $453.19 $858K - $989K
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on Apr 30, 2021
2,537
$241.05 - $273.55 $612K - $694K
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
2,703
$176.9 - $223.09 $478K - $603K
DIS
Walt Disney CO

Communication Services
Q1 2021 Filed on Apr 30, 2021
2,171
$163.03 - $201.91 $354K - $438K
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on Apr 30, 2021
847
$219.85 - $253.01 $186K - $214K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 30, 2021
7,279
$157.49 - $182.87 $1.15M - $1.33M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q1 2021 Filed on Apr 30, 2021
5,475
$42.51 - $47.01 $233K - $257K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
5,600
$98.24 - $120.96 $550K - $677K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
984
$222.0 - $317.14 $218K - $312K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
5,500
$222.0 - $317.14 $1.22M - $1.74M
UNH
Unitedhealth Group Inc

Healthcare
Q4 2020 Filed on Feb 11, 2021
1,731
$303.68 - $356.82 $526K - $618K
V
Visa Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
3,658
$180.87 - $218.73 $662K - $800K
NEM
Newmont Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
10,204
$56.87 - $68.14 $580K - $695K
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