Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
50
$182.26 - $210.63 $9.11K - $10.5K
MDU
Mdu Resources Group Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
1,112
$29.35 - $33.2 $32.6K - $36.9K
MRK
Merck & Co., Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
1,745
$71.68 - $78.83 $125K - $138K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
111
$36.63 - $45.09 $4.07K - $5K
MSI
Motorola Solutions, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
65
$216.6 - $246.44 $14.1K - $16K
NVT
N Vent Electric PLC

Industrials
Q3 2021 Filed on Oct 20, 2021
1,070
$28.98 - $34.51 $31K - $36.9K
OXY
Occidental Petroleum Corp

Energy
Q3 2021 Filed on Oct 20, 2021
1,000
$21.95 - $32.86 $22K - $32.9K
IYK
Ishares U.S. Consumer Staples

ETFs
Q3 2021 Filed on Oct 20, 2021
185
$179.59 - $188.4 $33.2K - $34.9K
IWV
Ishares Russell 3000 ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
215
$251.89 - $269.0 $54.2K - $57.8K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q3 2021 Filed on Oct 20, 2021
200
$69.93 - $74.13 $14K - $14.8K
ICF
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
122
$65.42 - $71.71 $7.98K - $8.75K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
703
$76.44 - $82.59 $53.7K - $58.1K
PG
Procter & Gamble CO

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
1,002
$135.24 - $145.68 $136K - $146K
PSA
Public Storage

Real Estate
Q3 2021 Filed on Oct 20, 2021
11
$296.74 - $331.04 $3.26K - $3.64K
IXJ
Ishares Global Healthcare ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
496
$83.44 - $89.6 $41.4K - $44.4K
JNJ
Johnson & Johnson

Healthcare
Q3 2021 Filed on Oct 20, 2021
809
$161.5 - $179.47 $131K - $145K
K
Kellogg CO

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
40
$61.74 - $66.99 $2.47K - $2.68K
OGE
Oge Energy Corp.

Utilities
Q3 2021 Filed on Oct 20, 2021
400
$32.94 - $36.29 $13.2K - $14.5K
OSK
Oshkosh Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
300
$102.37 - $125.59 $30.7K - $37.7K
PNR
Pentair PLC

Industrials
Q3 2021 Filed on Oct 20, 2021
1,070
$67.45 - $80.3 $72.2K - $85.9K
PEP
Pepsico Inc

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
192
$148.2 - $158.91 $28.5K - $30.5K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
19
$132.43 - $141.49 $2.52K - $2.69K
PSX
Phillips 66

Energy
Q3 2021 Filed on Oct 20, 2021
16
$64.27 - $87.9 $1.03K - $1.41K
PIPR
Piper Sandler Companies

Financial Services
Q3 2021 Filed on Oct 20, 2021
113
$115.71 - $148.47 $13.1K - $16.8K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
386
$229.26 - $248.11 $88.5K - $95.8K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
839
$127.3 - $130.61 $107K - $110K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Oct 20, 2021
2,760
$49.5 - $54.84 $137K - $151K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
225
$390.68 - $416.73 $87.9K - $93.8K
LNT
Alliant Energy Corp

Utilities
Q3 2021 Filed on Oct 20, 2021
624
$55.81 - $62.18 $34.8K - $38.8K
TTE
Total Energies Se

Energy
Q3 2021 Filed on Oct 20, 2021
500
$41.26 - $48.4 $20.6K - $24.2K
TTC
Toro CO

Industrials
Q3 2021 Filed on Oct 20, 2021
232
$97.41 - $114.76 $22.6K - $26.6K
ASB
Associated Banc Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
802
$18.56 - $21.85 $14.9K - $17.5K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2021 Filed on Oct 20, 2021
413
$338.29 - $356.57 $140K - $147K
T
At&T Inc.

Communication Services
Q3 2021 Filed on Oct 20, 2021
215
$20.36 - $22.08 $4.38K - $4.75K
MDT
Medtronic PLC

Healthcare
Q3 2021 Filed on Oct 20, 2021
1,267
$122.75 - $135.17 $156K - $171K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2021 Filed on Oct 20, 2021
39
$60.96 - $64.6 $2.38K - $2.52K
BAC
Bank Of America Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
400
$36.93 - $43.26 $14.8K - $17.3K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
2,195
$82.36 - $82.87 $181K - $182K
BMO
Bank Of Montreal

Financial Services
Q3 2021 Filed on Oct 20, 2021
33
$95.96 - $103.83 $3.17K - $3.43K
SCHW
Schwab Charles Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
204
$66.68 - $77.38 $13.6K - $15.8K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
290
$229.88 - $249.8 $66.7K - $72.4K
TSLA
Tesla, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
30
$643.38 - $791.36 $19.3K - $23.7K
BAX
Baxter International Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
383
$73.77 - $83.61 $28.3K - $32K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
50
$239.32 - $255.42 $12K - $12.8K
VXF
Vanguard Extended Market ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
843
$178.6 - $192.23 $151K - $162K
RIG
Transocean Ltd.

Energy
Q3 2021 Filed on Oct 20, 2021
31
$2.88 - $5.08 $89.3 - $157
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2021 Filed on Oct 20, 2021
2,020
$38.55 - $39.48 $77.9K - $79.7K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q3 2021 Filed on Oct 20, 2021
2,229
$97.33 - $103.96 $217K - $232K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2021 Filed on Oct 20, 2021
1,220
$52.52 - $55.82 $64.1K - $68.1K
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