Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
HD
Home Depot, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
422
$317.05 - $341.41 $134K - $144K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2021 Filed on Oct 20, 2021
41
$44.45 - $48.73 $1.82K - $2K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
170
$72.05 - $76.16 $12.2K - $12.9K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q3 2021 Filed on Oct 20, 2021
2,687
$32.91 - $33.84 $88.4K - $90.9K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
20
$116.12 - $117.94 $2.32K - $2.36K
RYN
Rayonier Inc

Real Estate
Q3 2021 Filed on Oct 20, 2021
1,106
$35.2 - $38.31 $38.9K - $42.4K
DE
Deere & CO

Industrials
Q3 2021 Filed on Oct 20, 2021
15
$334.95 - $389.34 $5.02K - $5.84K
O
Realty Income Corp

Real Estate
Q3 2021 Filed on Oct 20, 2021
60
$62.85 - $70.43 $3.77K - $4.23K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q3 2021 Filed on Oct 20, 2021
201
$13.18 - $13.93 $2.65K - $2.8K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2021 Filed on Oct 20, 2021
2
$24.79 - $32.52 $49.6 - $65
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2021 Filed on Oct 20, 2021
200
$133.03 - $136.33 $26.6K - $27.3K
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Oct 20, 2021
400
$65.37 - $89.39 $26.1K - $35.8K
XLF
Financial Sector Spdr

ETFs
Q3 2021 Filed on Oct 20, 2021
300
$35.11 - $39.0 $10.5K - $11.7K
HE
Hawaiian Electric Industries Inc

Utilities
Q3 2021 Filed on Oct 20, 2021
1,096
$40.81 - $45.19 $44.7K - $49.5K
EXC
Exelon Corp

Utilities
Q3 2021 Filed on Oct 20, 2021
178
$31.95 - $36.27 $5.69K - $6.46K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2021 Filed on Oct 20, 2021
3,052
$14.39 - $20.62 $43.9K - $62.9K
DOW
Dow Inc.

Basic Materials
Q3 2021 Filed on Oct 20, 2021
85
$55.53 - $65.38 $4.72K - $5.56K
DCI
Donaldson CO Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
160
$57.41 - $69.09 $9.19K - $11.1K
D
Dominion Energy, Inc

Utilities
Q3 2021 Filed on Oct 20, 2021
50
$73.02 - $80.05 $3.65K - $4K
Diamond S
Q3 2021 Filed on Oct 20, 2021
490
N/A
DEO
Diageo PLC

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
24
$187.28 - $201.76 $4.49K - $4.84K
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Oct 20, 2021
548
$52.73 - $63.26 $28.9K - $34.7K
SO
Southern CO

Utilities
Q3 2021 Filed on Oct 20, 2021
1,071
$61.34 - $67.32 $65.7K - $72.1K
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
1,098
$121.38 - $150.86 $133K - $166K
XLI
Industrial Sector Spdr

ETFs
Q3 2021 Filed on Oct 20, 2021
260
$97.84 - $105.53 $25.4K - $27.4K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
1,019
$36.61 - $46.99 $37.3K - $47.9K
GS
Goldman Sachs Group Inc

Financial Services
Q3 2021 Filed on Oct 20, 2021
40
$354.72 - $419.69 $14.2K - $16.8K
GSK
Gsk PLC

Healthcare
Q3 2021 Filed on Oct 20, 2021
227
$38.79 - $43.16 $8.81K - $9.8K
GIS
General Mills Inc

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
29
$56.79 - $60.86 $1.65K - $1.76K
General Electric
Q3 2021 Filed on Oct 20, 2021
50
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
1
$6.46 - $7.82 $6.46 - $7.82
F
Ford Motor CO

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
870
$12.57 - $14.93 $10.9K - $13K
CVI
Cvr Energy Inc

Energy
Q3 2021 Filed on Oct 20, 2021
1,267
$11.46 - $17.64 $14.5K - $22.3K
DGRO
Ishares Core Dividend Growth E

ETFs
Q3 2021 Filed on Oct 20, 2021
1,525
$50.23 - $53.1 $76.6K - $81K
MMLP
Martin Midstream Partners L.P.

Energy
Q3 2021 Filed on Oct 20, 2021
1,358
$2.6 - $3.5 $3.53K - $4.75K
NOC
Northrop Grumman Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
240
$345.14 - $371.82 $82.8K - $89.2K
NWN
Northwest Natural Holding CO

Utilities
Q3 2021 Filed on Oct 20, 2021
180
$45.73 - $54.06 $8.23K - $9.73K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
243
$21.87 - $29.51 $5.31K - $7.17K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
20
$35.59 - $53.13 $712 - $1.06K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q3 2021 Filed on Oct 20, 2021
678
$17.15 - $18.22 $11.6K - $12.4K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Oct 20, 2021
485
$15.19 - $15.98 $7.37K - $7.75K
L Brands
Q3 2021 Filed on Oct 20, 2021
55
N/A
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Oct 20, 2021
1,993
$15.6 - $16.43 $31.1K - $32.7K
LLY
Eli Lilly & CO

Healthcare
Q3 2021 Filed on Oct 20, 2021
475
$221.6 - $272.71 $105K - $130K
NTRS
Northern Trust Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
184
$104.51 - $121.03 $19.2K - $22.3K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2021 Filed on Oct 20, 2021
1,910
$9.31 - $11.21 $17.8K - $21.4K
MFC
Manulife Financial Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
696
$18.46 - $20.45 $12.8K - $14.2K
LITE
Lumentum Holdings Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
4
$78.38 - $89.03 $314 - $356
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
6
$364.23 - $432.61 $2.19K - $2.6K
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