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
Stamps Com Inc
Q4 2020 Filed on Feb 11, 2021
2,159
N/A
TXN
Texas Instruments Inc

Technology
Q3 2020 Filed on Oct 13, 2020
6,293
$124.8 - $147.64 $785K - $929K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2020 Filed on Oct 13, 2020
6,611
$91.72 - $106.52 $606K - $704K
GNTX
Gentex Corp

Consumer Cyclical
Q3 2020 Filed on Oct 13, 2020
21,940
$24.91 - $28.22 $547K - $619K
FCN
Fti Consulting, Inc

Industrials
Q3 2020 Filed on Oct 13, 2020
5,762
$104.9 - $122.37 $604K - $705K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2020 Filed on Oct 13, 2020
6,874
$72.65 - $88.38 $499K - $608K
Seagate Technology PLC
Q3 2020 Filed on Oct 13, 2020
11,067
N/A
INTC
Intel Corp

Technology
Q3 2020 Filed on Oct 13, 2020
8,743
$47.73 - $61.15 $417K - $535K
WMT
Walmart Inc.

Consumer Defensive
Q3 2020 Filed on Oct 13, 2020
5,646
$118.89 - $147.68 $671K - $834K
CDW
Cdw Corp

Technology
Q3 2020 Filed on Oct 13, 2020
5,385
$108.81 - $119.53 $586K - $644K
ALLE
Allegion PLC

Industrials
Q3 2020 Filed on Oct 13, 2020
5,854
$95.37 - $111.6 $558K - $653K
CRUS
Cirrus Logic, Inc.

Technology
Q3 2020 Filed on Oct 13, 2020
7,931
$55.87 - $74.49 $443K - $591K
Global X Fds
Q2 2020 Filed on Jul 13, 2020
14,767
N/A
ALL
Allstate Corp

Financial Services
Q2 2020 Filed on Jul 13, 2020
6,063
$85.79 - $106.99 $520K - $649K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2020 Filed on Apr 17, 2020
3,139
$70.89 - $104.72 $223K - $329K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on Apr 17, 2020
16,411
$45.53 - $50.41 $747K - $827K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 17, 2020
6,207
N/A
AXP
American Express CO

Financial Services
Q1 2020 Filed on Apr 17, 2020
6,225
$68.96 - $136.93 $429K - $852K
Santander Consumer Usa Hdg I
Q1 2020 Filed on Apr 17, 2020
23,430
N/A
CE
Celanese Corp

Basic Materials
Q1 2020 Filed on Apr 17, 2020
5,095
$59.12 - $121.43 $301K - $619K
MPLX
Mplx LP

Energy
Q1 2020 Filed on Apr 17, 2020
8,044
$8.38 - $27.11 $67.4K - $218K
CACC
Credit Acceptance Corp

Financial Services
Q1 2020 Filed on Apr 17, 2020
1,603
$234.35 - $466.84 $376K - $748K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2019 Filed on Jan 14, 2020
8,139
$96.64 - $109.75 $787K - $893K
OSK
Oshkosh Corp

Industrials
Q4 2019 Filed on Jan 14, 2020
9,149
$69.73 - $95.39 $638K - $873K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2019 Filed on Jan 14, 2020
4,172
$128.93 - $145.55 $538K - $607K
VOYA
Voya Financial, Inc.

Financial Services
Q4 2019 Filed on Jan 14, 2020
12,240
$50.67 - $61.75 $620K - $756K
AES
Aes Corp

Utilities
Q3 2019 Filed on Oct 31, 2019
46,946
$14.61 - $17.65 $686K - $829K
GLW
Corning Inc

Technology
Q3 2019 Filed on Oct 31, 2019
22,171
$27.07 - $34.12 $600K - $756K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q3 2019 Filed on Oct 31, 2019
8,065
$71.04 - $86.24 $573K - $696K
HCC
Warrior Met Coal, Inc.

Basic Materials
Q3 2019 Filed on Oct 31, 2019
24,042
$18.95 - $26.69 $456K - $642K
IDV
Ishares Tr

ETFs
Q3 2019 Filed on Oct 31, 2019
6,700
$30.41 - $31.26 $204K - $209K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
Q2 2019 Filed on Aug 06, 2019
18,850
$14.6 - $15.51 $275K - $292K
GATX
Gatx Corp

Industrials
Q2 2019 Filed on Aug 06, 2019
9,816
$69.82 - $79.39 $685K - $779K
SCVL
Shoe Carnival Inc

Consumer Cyclical
Q2 2019 Filed on Aug 06, 2019
20,089
$12.46 - $18.93 $250K - $380K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2019 Filed on Aug 06, 2019
31,095
$21.0 - $23.5 $653K - $731K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2019 Filed on Aug 06, 2019
7,346
$104.64 - $116.12 $769K - $853K
Leaf Group LTD
Q2 2019 Filed on Aug 06, 2019
135,450
N/A
ORI
Old Republic International Corp

Financial Services
Q2 2019 Filed on Aug 06, 2019
33,170
$20.63 - $22.93 $684K - $761K
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 06, 2019
13,283
$39.35 - $64.45 $523K - $856K
GES
Guess Inc

Consumer Cyclical
Q1 2019 Filed on Apr 09, 2019
35,962
$18.37 - $23.0 $661K - $827K
BAC
Bank Of America Corp

Financial Services
Q1 2019 Filed on Apr 09, 2019
32,859
$24.56 - $29.82 $807K - $980K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2019 Filed on Apr 09, 2019
6,187
N/A
DXC
Dxc Technology CO

Technology
Q1 2019 Filed on Apr 09, 2019
10,392
$54.49 - $69.21 $566K - $719K
RHI
Robert Half International Inc.

Industrials
Q1 2019 Filed on Apr 09, 2019
8,532
$52.9 - $68.27 $451K - $582K
GDOT
Green Dot Corp

Financial Services
Q1 2019 Filed on Apr 09, 2019
10,023
$57.07 - $83.09 $572K - $833K
HPQ
Hp Inc

Technology
Q1 2019 Filed on Apr 09, 2019
25,408
$18.74 - $23.91 $476K - $608K
RF
Regions Financial Corp

Financial Services
Q1 2019 Filed on Apr 09, 2019
37,081
$13.53 - $16.57 $502K - $614K
KSS
Kohls Corp

Consumer Cyclical
Q1 2019 Filed on Apr 09, 2019
10,069
$64.37 - $71.33 $648K - $718K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2019 Filed on Apr 09, 2019
44,720
N/A
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