Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
CME
Cme Group Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
16
$185.84 - $214.7 $2.97K - $3.44K
CMS
Cms Energy Corp

Utilities
Q3 2021 Filed on Oct 20, 2021
53
$58.86 - $65.61 $3.12K - $3.48K
ES
Eversource Energy

Utilities
Q3 2021 Filed on Oct 20, 2021
484
$79.86 - $92.62 $38.7K - $44.8K
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
7
$219.29 - $299.67 $1.54K - $2.1K
FISV
Fiserv Inc

Technology
Q3 2021 Filed on Oct 20, 2021
24
$106.21 - $119.11 $2.55K - $2.86K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
72
$67.69 - $73.03 $4.87K - $5.26K
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
17
$211.83 - $261.64 $3.6K - $4.45K
HUM
Humana Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
5
$389.15 - $471.22 $1.95K - $2.36K
IP
International Paper CO

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
60
$52.29 - $58.94 $3.14K - $3.54K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 20, 2021
6,578
$21.67 - $21.74 $143K - $143K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 20, 2021
590
$21.83 - $22.12 $12.9K - $13.1K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 20, 2021
800
$21.42 - $21.66 $17.1K - $17.3K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q3 2021 Filed on Oct 20, 2021
821
$24.49 - $24.78 $20.1K - $20.3K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 20, 2021
401
$24.93 - $25.26 $10K - $10.1K
EQIX
Equinix Inc

Real Estate
Q3 2021 Filed on Oct 20, 2021
3
$786.38 - $882.83 $2.36K - $2.65K
EOG
Eog Resources Inc

Energy
Q3 2021 Filed on Oct 20, 2021
1,000
$64.26 - $85.99 $64.3K - $86K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2021 Filed on Oct 20, 2021
58
$66.46 - $78.03 $3.85K - $4.53K
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
1,123
$32.27 - $36.17 $36.2K - $40.6K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
9
$209.08 - $232.03 $1.88K - $2.09K
CPRT
Copart Inc

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
12
$134.42 - $152.27 $1.61K - $1.83K
CTVA
Corteva, Inc.

Basic Materials
Q3 2021 Filed on Oct 20, 2021
225
$40.93 - $46.06 $9.21K - $10.4K
CVS
Cvs Health Corp

Healthcare
Q3 2021 Filed on Oct 20, 2021
120
$80.05 - $87.47 $9.61K - $10.5K
DHR
Danaher Corp

Healthcare
Q3 2021 Filed on Oct 20, 2021
30
$272.21 - $332.43 $8.17K - $9.97K
DFS
Discover Financial Services

Financial Services
Q3 2021 Filed on Oct 20, 2021
31
$115.26 - $135.38 $3.57K - $4.2K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
3
$466.02 - $540.47 $1.4K - $1.62K
DTE
Dte Energy CO

Utilities
Q3 2021 Filed on Oct 20, 2021
220
$111.43 - $122.13 $24.5K - $26.9K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2021 Filed on Oct 20, 2021
225
$67.35 - $79.55 $15.2K - $17.9K
ETN
Eaton Corp PLC

Industrials
Q3 2021 Filed on Oct 20, 2021
23
$149.19 - $170.21 $3.43K - $3.91K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
539
$215.2 - $231.51 $116K - $125K
Invesco Bulletshares
Q3 2021 Filed on Oct 20, 2021
5,182
N/A
JCI
Johnson Controls International PLC

Industrials
Q3 2021 Filed on Oct 20, 2021
67
$68.03 - $75.77 $4.56K - $5.08K
LRCX
Lam Research Corp

Technology
Q3 2021 Filed on Oct 20, 2021
13
$565.97 - $649.78 $7.36K - $8.45K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
350
$34.9 - $50.9 $12.2K - $17.8K
NOK
Nokia Corp

Technology
Q3 2021 Filed on Oct 20, 2021
1,500
$5.35 - $6.29 $8.02K - $9.44K
NVS
Novartis Ag

Healthcare
Q3 2021 Filed on Oct 20, 2021
7
$81.78 - $95.14 $572 - $666
OXYWS
Occidental Pete Corp Wt Exp 08
Q3 2021 Filed on Oct 20, 2021
125
N/A
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Oct 20, 2021
66
$28.63 - $35.64 $1.89K - $2.35K
OTIS
Otis Worldwide Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
143
$82.0 - $92.37 $11.7K - $13.2K
PSFE
Paysafe LTD

Technology
Q3 2021 Filed on Oct 20, 2021
5,775
$7.56 - $11.77 $43.7K - $68K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
400
$65.08 - $84.84 $26K - $33.9K
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q3 2021 Filed on Oct 20, 2021
400
$19.68 - $22.51 $7.87K - $9K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Oct 20, 2021
1,100
$50.37 - $80.29 $55.4K - $88.3K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
123
$62.19 - $83.24 $7.65K - $10.2K
IYF
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
1,501
$79.17 - $85.45 $119K - $128K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
84
$18.68 - $21.1 $1.57K - $1.77K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
497
$158.89 - $176.21 $79K - $87.6K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q3 2021 Filed on Oct 20, 2021
1,297
$76.19 - $80.2 $98.8K - $104K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q3 2021 Filed on Oct 20, 2021
106
$33.35 - $35.56 $3.54K - $3.77K
ICLN
Ishares

ETFs
Q3 2021 Filed on Oct 20, 2021
841
$21.65 - $23.79 $18.2K - $20K
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