New England Guild Wealth Advisors, Inc. Closed Holding Positions

New England Guild Wealth Advisors, Inc.

  • $190 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
ABBV
Abb Vie Inc.

Healthcare
Q2 2022 Filed on Jul 08, 2022
1,290
$137.62 - $174.96 $178K - $226K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Jul 08, 2022
1,257
$139.3 - $249.32 $175K - $313K
Peoples United
Q2 2022 Filed on Jul 08, 2022
14,363
N/A
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2022 Filed on Jul 08, 2022
2,000
$80.61 - $107.49 $161K - $215K
PFE
Pfizer Inc

Healthcare
Q2 2022 Filed on Jul 08, 2022
4,568
$46.53 - $55.17 $213K - $252K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,951
$79.29 - $116.68 $155K - $228K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
785
$207.26 - $263.47 $163K - $207K
SLCA
U.S. Silica Holdings, Inc.

Energy
Q1 2022 Filed on Apr 18, 2022
10,425
$9.34 - $18.66 $97.4K - $195K
General Electric
Q3 2021 Filed on Oct 07, 2021
10,172
N/A
MMM
3 M CO

Industrials
Q3 2021 Filed on Oct 07, 2021
1,066
$175.42 - $202.83 $187K - $216K
FXI
Ishares Tr

ETFs
Q3 2021 Filed on Oct 07, 2021
27,921
$38.18 - $46.09 $1.07M - $1.29M
WFH
Direxion Shs ETF Tr Work From

Technology
Q2 2021 Filed on Jul 12, 2021
3,721
$67.05 - $76.71 $249K - $285K
LAC
Lithium Americas Corp.

Basic Materials
Q2 2021 Filed on Jul 12, 2021
10,000
$12.08 - $16.49 $121K - $165K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Jul 12, 2021
6,834
$21.64 - $24.65 $148K - $168K
AXP
American Express CO

Financial Services
Q1 2021 Filed on Apr 08, 2021
2,449
$114.09 - $150.27 $279K - $368K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2020 Filed on Oct 05, 2020
6,111
$49.96 - $55.57 $305K - $340K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2020 Filed on Apr 06, 2020
5,309
$33.01 - $55.48 $175K - $295K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2020 Filed on Apr 06, 2020
2,727
$61.93 - $98.29 $169K - $268K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on Apr 06, 2020
8,100
$22.29 - $38.7 $181K - $313K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2020 Filed on Apr 06, 2020
1,759
$71.79 - $129.5 $126K - $228K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
Q2 2018 Filed on Aug 21, 2019
4,295
$44.26 - $50.35 $190K - $216K
Total Systems Services
Q3 2018 Filed on Aug 21, 2019
2,412
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2018 Filed on Aug 20, 2019
5,700
N/A
XOM
Exxon Mobil Corp

Energy
Q4 2018 Filed on Aug 20, 2019
2,690
$65.51 - $86.51 $176K - $233K
First Connecticut Bancp
Q4 2018 Filed on Aug 20, 2019
9,500
N/A
STEW
Boulder Growth & Income Fund

Financial Services
Q2 2019 Filed on Aug 20, 2019
10,581
$10.53 - $11.24 $111K - $119K
ROBO
Robo Global Robotics And Autom

ETFs
Q4 2018 Filed on Aug 20, 2019
12,054
N/A
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