Oak Harbor Wealth Partners, LLC Closed Holding Positions

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
2,477
$89.08 - $177.02 $221K - $438K
SYF
Synchrony Financial

Financial Services
Q2 2022 Filed on Jul 25, 2022
9,142
$27.62 - $40.7 $253K - $372K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
163
$55.59 - $60.15 $9.06K - $9.8K
TGB
Taseko Mines LTD

Basic Materials
Q2 2022 Filed on Jul 25, 2022
60,000
$1.08 - $2.39 $64.8K - $143K
MVST
Microvast Holdings, Inc.

Industrials
Q2 2022 Filed on Jul 25, 2022
33,500
$2.16 - $6.01 $72.4K - $201K
VNLA
Janus Henderson Short Duration

ETFs
Q2 2022 Filed on Jul 25, 2022
10,544
$48.58 - $49.04 $512K - $517K
PSEC
Prospect Capital Corp

Financial Services
Q2 2022 Filed on Jul 25, 2022
11,904
$6.68 - $8.48 $79.5K - $101K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
1
$113.44 - $123.09 $113 - $123
EWA
Ishares Msci Australia ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
261
$20.81 - $26.88 $5.43K - $7.02K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Jul 25, 2022
2,000
$91.32 - $117.0 $183K - $234K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2022 Filed on Jul 25, 2022
2,413
$71.75 - $98.22 $173K - $237K
S
Sentinel One, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
5,500
$19.64 - $41.54 $108K - $228K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
5,251
$20.92 - $132.96 $110K - $698K
XPL
Solitario Zinc Corp.

Basic Materials
Q2 2022 Filed on Jul 25, 2022
10,000
$0.56 - $0.87 $5.6K - $8.7K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2022 Filed on Jul 25, 2022
600
$32.03 - $34.08 $19.2K - $20.4K
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
900
$172.78 - $239.47 $156K - $216K
SHYF
Shyft Group, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
5,000
$36.11 - $51.08 $181K - $255K
ARVL
Arrival

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
40,024
$3.06 - $7.78 $122K - $311K
Cyrusone Inc
Q1 2022 Filed on May 11, 2022
2,732
N/A
EQIX
Equinix Inc

Real Estate
Q1 2022 Filed on May 11, 2022
521
$669.38 - $836.11 $349K - $436K
Ihs Markit LTD
Q1 2022 Filed on May 11, 2022
2,940
N/A
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2022 Filed on May 11, 2022
6
$242.02 - $279.09 $1.45K - $1.67K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
310
$147.31 - $171.84 $45.7K - $53.3K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
10,000
$15.4 - $18.03 $154K - $180K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
7,171
$37.5 - $47.47 $269K - $340K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
4,000
$147.31 - $171.84 $589K - $687K
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