Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
UPS
United Parcel Service Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
168
$182.1 - $214.26 $30.6K - $36K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
70
$16.73 - $21.9 $1.17K - $1.53K
AGEN
Agenus Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
1,500
$4.98 - $6.63 $7.47K - $9.95K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
966
$145.08 - $221.87 $140K - $214K
UNH
Unitedhealth Group Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
227
$390.74 - $429.71 $88.7K - $97.5K
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q3 2021 Filed on Oct 20, 2021
405
N/A
ALE
Allete Inc

Utilities
Q3 2021 Filed on Oct 20, 2021
266
$59.11 - $72.55 $15.7K - $19.3K
DHS
Wisdomtree Tr U.S

ETFs
Q3 2021 Filed on Oct 20, 2021
400
$76.98 - $81.05 $30.8K - $32.4K
WFC
Wells Fargo & Company

Financial Services
Q3 2021 Filed on Oct 20, 2021
847
$42.32 - $51.15 $35.8K - $43.3K
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Oct 20, 2021
650
$13.8 - $22.94 $8.97K - $14.9K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2021 Filed on Oct 20, 2021
243
$85.45 - $86.85 $20.8K - $21.1K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
397
$45.52 - $51.04 $18.1K - $20.3K
VIG
Vanguard Dividend Appreciation

ETFs
Q3 2021 Filed on Oct 20, 2021
1,146
N/A
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Oct 20, 2021
32
$81.18 - $91.08 $2.6K - $2.91K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Oct 20, 2021
593
$61.06 - $64.43 $36.2K - $38.2K
CRM
Salesforce, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
195
$237.55 - $285.63 $46.3K - $55.7K
SU
Suncor Energy Inc

Energy
Q3 2021 Filed on Oct 20, 2021
25
$17.5 - $24.39 $438 - $610
TRGP
Targa Resources Corp.

Energy
Q3 2021 Filed on Oct 20, 2021
181
$40.04 - $49.5 $7.25K - $8.96K
BP
Bp PLC

Energy
Q3 2021 Filed on Oct 20, 2021
70
$23.09 - $27.33 $1.62K - $1.91K
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Oct 20, 2021
242
$54.75 - $61.75 $13.2K - $14.9K
EMF
Templeton Emerging Markets Fund

Financial Services
Q3 2021 Filed on Oct 20, 2021
245
$16.85 - $19.72 $4.13K - $4.83K
CSCO
Cisco Systems, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
862
$52.98 - $59.53 $45.7K - $51.3K
HAL
Halliburton CO

Energy
Q3 2021 Filed on Oct 20, 2021
9,052
$18.15 - $23.8 $164K - $215K
TGT
Target Corp

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
75
$228.77 - $264.07 $17.2K - $19.8K
CVX
Chevron Corp

Energy
Q3 2021 Filed on Oct 20, 2021
888
$94.29 - $106.21 $83.7K - $94.3K
CMI
Cummins Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
532
$219.54 - $243.28 $117K - $129K
CTXS
Citrix Systems Inc

Technology
Q3 2021 Filed on Oct 20, 2021
9
$99.0 - $118.93 $891 - $1.07K
CPLP
Capital Product Partners L.P.

Industrials
Q3 2021 Filed on Oct 20, 2021
714
$10.98 - $13.77 $7.84K - $9.83K
CSII
Cardiovascular Systems Inc

Healthcare
Q3 2021 Filed on Oct 20, 2021
1,656
$32.83 - $43.0 $54.4K - $71.2K
CAT
Caterpillar Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
974
$189.84 - $221.66 $185K - $216K
C
Citigroup Inc

Financial Services
Q3 2021 Filed on Oct 20, 2021
232
$65.08 - $74.3 $15.1K - $17.2K
ED
Consolidated Edison Inc

Utilities
Q3 2021 Filed on Oct 20, 2021
469
$72.16 - $78.25 $33.8K - $36.7K
CI
Cigna Corp

Healthcare
Q3 2021 Filed on Oct 20, 2021
54
$200.16 - $238.3 $10.8K - $12.9K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q3 2021 Filed on Oct 20, 2021
2,398
$8.25 - $10.03 $19.8K - $24.1K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
996
$146.82 - $162.58 $146K - $162K
CC
Chemours CO

Basic Materials
Q3 2021 Filed on Oct 20, 2021
280
$27.01 - $35.54 $7.56K - $9.95K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q3 2021 Filed on Oct 20, 2021
2,265
$8.46 - $9.51 $19.2K - $21.5K
V
Visa Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
220
$220.05 - $250.93 $48.4K - $55.2K
MMM
3 M CO

Industrials
Q3 2021 Filed on Oct 20, 2021
4,362
$175.42 - $202.83 $765K - $885K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
828
$110.31 - $126.06 $91.3K - $104K
Ishares Gold Tr
Q2 2021 Filed on Jul 23, 2021
270,904
N/A
Fs Kkr Cap Corp Ii
Q1 2021 Filed on Apr 20, 2021
19,686
N/A
SMB
Vaneck Short Muni ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
14,060
$17.98 - $18.16 $253K - $255K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 08, 2021
21,005
N/A
MEAR
Blackrock Short Maturity Munic

ETFs
Q4 2020 Filed on Feb 08, 2021
4,390
$50.12 - $50.32 $220K - $221K
Polymet Mng Corp
Q3 2020 Filed on Nov 02, 2020
10,278
N/A
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q2 2020 Filed on Aug 06, 2020
5,792
$56.5 - $75.86 $327K - $439K
RGLD
Royal Gold Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
3
$69.64 - $121.12 $209 - $363
RS
Reliance Steel & Aluminum CO

Basic Materials
Q1 2020 Filed on May 07, 2020
4
$71.42 - $121.5 $286 - $486
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