Pacific Financial Group Inc Closed Holding Positions

Pacific Financial Group Inc

  • $141 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2022 Filed on Jul 13, 2022
20,291
$54.1 - $72.84 $1.1M - $1.48M
ITB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 13, 2022
17,561
$49.13 - $62.4 $863K - $1.1M
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Jul 13, 2022
19,089
$87.04 - $112.5 $1.66M - $2.15M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2022 Filed on Jul 13, 2022
8,141
$104.87 - $137.75 $854K - $1.12M
NVDA
Nvidia Corp

Technology
Q2 2022 Filed on Jul 13, 2022
807
$151.59 - $273.6 $122K - $221K
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
66
$102.31 - $168.35 $6.75K - $11.1K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2022 Filed on Apr 22, 2022
79,496
$39.91 - $45.5 $3.17M - $3.62M
VXX
Barclays Bank PLC

ETFs
Q1 2022 Filed on Apr 22, 2022
16,905
$17.63 - $28.81 $298K - $487K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on Apr 22, 2022
74,699
$36.82 - $41.14 $2.75M - $3.07M
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on Apr 22, 2022
633
$256.35 - $343.1 $162K - $217K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Jan 18, 2022
44,559
$26.61 - $27.97 $1.19M - $1.25M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Jan 18, 2022
5,555
$35.28 - $37.98 $196K - $211K
TDIV
First Trust Nasdaq Technology

ETFs
Q4 2021 Filed on Jan 18, 2022
3,766
$56.25 - $63.48 $212K - $239K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q4 2021 Filed on Jan 18, 2022
11,604
$74.93 - $80.86 $869K - $938K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2021 Filed on Oct 19, 2021
38,134
$41.44 - $45.27 $1.58M - $1.73M
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Oct 19, 2021
50,738
$79.11 - $86.51 $4.01M - $4.39M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2021 Filed on Apr 20, 2021
35,500
$63.54 - $94.39 $2.26M - $3.35M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2021 Filed on Apr 20, 2021
14,861
$110.26 - $156.58 $1.64M - $2.33M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 20, 2021
65,713
$38.89 - $54.78 $2.56M - $3.6M
REI
Ring Energy, Inc.

Energy
Q4 2020 Filed on Jan 12, 2021
9,433
$0.47 - $0.84 $4.43K - $7.92K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2020 Filed on Jan 12, 2021
131
$79.7 - $90.26 $10.4K - $11.8K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2020 Filed on Jan 12, 2021
96
$10.0 - $22.5 $960 - $2.16K
OTIS
Otis Worldwide Corp

Industrials
Q4 2020 Filed on Jan 12, 2021
1
$58.99 - $67.55 $59 - $67.6
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2020 Filed on Jan 12, 2021
2,007
$142.97 - $160.78 $287K - $323K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
200
$15.38 - $28.87 $3.08K - $5.77K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2020 Filed on Jan 12, 2021
87
$124.65 - $127.65 $10.8K - $11.1K
AXP
American Express CO

Financial Services
Q4 2020 Filed on Jan 12, 2021
23
$91.07 - $125.04 $2.09K - $2.88K
ZS
Zscaler, Inc.

Technology
Q4 2020 Filed on Jan 12, 2021
25
$127.76 - $207.47 $3.19K - $5.19K
UPS
United Parcel Service Inc

Industrials
Q4 2020 Filed on Jan 12, 2021
125
$155.78 - $176.54 $19.5K - $22.1K
FTCS
First Trust Capital Strength E

ETFs
Q4 2020 Filed on Jan 12, 2021
27,665
$60.98 - $67.58 $1.69M - $1.87M
CARR
Carrier Global Corp

Industrials
Q4 2020 Filed on Jan 12, 2021
2
$30.77 - $40.5 $61.5 - $81
ECL
Ecolab Inc.

Basic Materials
Q4 2020 Filed on Jan 12, 2021
10
$183.59 - $225.9 $1.84K - $2.26K
AMGN
Amgen Inc

Healthcare
Q4 2020 Filed on Jan 12, 2021
21
$216.38 - $257.67 $4.54K - $5.41K
TSLA
Tesla, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
38
$388.04 - $705.67 $14.7K - $26.8K
NOC
Northrop Grumman Corp

Industrials
Q4 2020 Filed on Jan 12, 2021
11
$289.82 - $319.68 $3.19K - $3.52K
MSFT
Microsoft Corp

Technology
Q4 2020 Filed on Jan 12, 2021
31
$202.33 - $224.96 $6.27K - $6.97K
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Jan 12, 2021
70
$13.75 - $34.5 $963 - $2.42K
MNDO
Mind Cti LTD

Technology
Q4 2020 Filed on Jan 12, 2021
10,000
$2.2 - $2.61 $22K - $26.1K
CIM
Chimera Investment Corp

Real Estate
Q4 2020 Filed on Jan 12, 2021
400
$8.23 - $10.88 $3.29K - $4.35K
GD
General Dynamics Corp

Industrials
Q4 2020 Filed on Jan 12, 2021
15
$131.32 - $156.04 $1.97K - $2.34K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q4 2020 Filed on Jan 12, 2021
1,265
$28.76 - $32.77 $36.4K - $41.5K
CRM
Salesforce, Inc.

Technology
Q4 2020 Filed on Jan 12, 2021
40
$220.15 - $267.07 $8.81K - $10.7K
LUV
Southwest Airlines CO

Industrials
Q4 2020 Filed on Jan 12, 2021
76
$37.58 - $48.27 $2.86K - $3.67K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2020 Filed on Jan 12, 2021
8
$303.68 - $356.82 $2.43K - $2.85K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2020 Filed on Jan 12, 2021
70
$66.09 - $93.89 $4.63K - $6.57K
LMT
Lockheed Martin Corp

Industrials
Q4 2020 Filed on Jan 12, 2021
10
$347.92 - $390.72 $3.48K - $3.91K
NBEVQ
Newage Inc. Com
Q4 2020 Filed on Jan 12, 2021
150
N/A
GLD
Spdr Gold Trust

ETFs
Q4 2020 Filed on Jan 12, 2021
446
$166.67 - $183.19 $74.3K - $81.7K
CTVA
Corteva, Inc.

Basic Materials
Q4 2020 Filed on Jan 12, 2021
3
$28.68 - $39.68 $86 - $119
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