Piershale Financial Group, Inc. Closed Holding Positions

Piershale Financial Group, Inc.

  • $157 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 11, 2022
5,539
$118.44 - $131.22 $656K - $727K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2022 Filed on Apr 11, 2022
278,849
$55.62 - $74.05 $15.5M - $20.6M
HYG
Ishares Tr

ETFs
Q1 2022 Filed on Apr 11, 2022
8,020
$79.97 - $86.97 $641K - $697K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2021 Filed on Jan 21, 2022
171,041
$48.64 - $55.07 $8.32M - $9.42M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2021 Filed on Jan 21, 2022
123,336
$130.52 - $143.62 $16.1M - $17.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2021 Filed on Jan 21, 2022
160,987
$99.12 - $110.76 $16M - $17.8M
IYM
Ishares Tr

ETFs
Q4 2021 Filed on Jan 21, 2022
130,263
$125.86 - $141.73 $16.4M - $18.5M
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
10,292
$225.82 - $368.51 $2.32M - $3.79M
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Jan 21, 2022
35,680
$95.99 - $119.67 $3.42M - $4.27M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2021 Filed on Jan 21, 2022
210,098
$76.01 - $83.39 $16M - $17.5M
AA
Alcoa Corp

Basic Materials
Q4 2021 Filed on Jan 21, 2022
65,423
$43.78 - $59.83 $2.86M - $3.91M
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Jan 21, 2022
32,783
$110.95 - $148.88 $3.64M - $4.88M
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Jan 21, 2022
183,431
$19.23 - $25.63 $3.53M - $4.7M
NET
Cloudflare, Inc.

Technology
Q4 2021 Filed on Jan 21, 2022
33,689
$114.98 - $217.25 $3.87M - $7.32M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
30,157
$99.91 - $140.28 $3.01M - $4.23M
TNA
Direxion Daily Small Cap Bull

ETFs
Q3 2021 Filed on Oct 20, 2021
2,296
$75.82 - $100.43 $174K - $231K
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
73,453
$37.02 - $44.7 $2.72M - $3.28M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2021 Filed on Oct 20, 2021
7,114
$29.98 - $30.58 $213K - $218K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
3,684
$116.12 - $117.94 $428K - $434K
COF
Capital One Financial Corp

Financial Services
Q3 2021 Filed on Oct 20, 2021
18,201
$152.46 - $177.73 $2.77M - $3.23M
MRO
Marathon Oil Corp

Energy
Q3 2021 Filed on Oct 20, 2021
210,455
$10.68 - $14.17 $2.25M - $2.98M
Discovery Inc
Q2 2021 Filed on Jul 15, 2021
34,205
N/A
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Jul 15, 2021
82,915
$25.69 - $29.33 $2.13M - $2.43M
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
132,537
$211.85 - $232.89 $28.1M - $30.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2021 Filed on Jul 15, 2021
36,087
$475.11 - $504.81 $17.1M - $18.2M
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Jul 15, 2021
4,245
$483.33 - $606.83 $2.05M - $2.58M
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Jul 15, 2021
30,944
$63.11 - $77.09 $1.95M - $2.39M
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2021 Filed on Apr 20, 2021
309,238
$71.22 - $80.18 $22M - $24.8M
ALGN
Align Technology Inc

Healthcare
Q1 2021 Filed on Apr 20, 2021
1,797
$496.07 - $620.45 $891K - $1.11M
Zynga Inc
Q1 2021 Filed on Apr 20, 2021
10,100
N/A
FDX
Fedex Corp

Industrials
Q1 2021 Filed on Apr 20, 2021
2,938
$235.34 - $285.92 $691K - $840K
GPS
Gap Inc

Consumer Cyclical
Q1 2021 Filed on Apr 20, 2021
40,886
$19.22 - $32.25 $786K - $1.32M
PVI
Invesco Vrdo Tax Free ETF

ETFs
Q3 2020 Filed on Oct 19, 2020
20,884
$24.89 - $24.96 $520K - $521K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2020 Filed on Oct 19, 2020
10,506
$49.76 - $50.06 $523K - $526K
SUB
Ishares Short Term National Mu

ETFs
Q3 2020 Filed on Oct 19, 2020
4,851
$107.69 - $108.53 $522K - $526K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on Apr 17, 2020
27,727
$20.13 - $30.3 $558K - $840K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2019 Filed on Oct 25, 2019
68,370
$14.62 - $15.03 $1M - $1.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2019 Filed on Oct 25, 2019
8,442
$130.07 - $147.8 $1.1M - $1.25M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q2 2019 Filed on Jul 26, 2019
4,440
$42.1 - $52.41 $187K - $233K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2019 Filed on Jul 26, 2019
5,148
N/A
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2019 Filed on Jul 26, 2019
611,956
N/A
MBB
Ishares Tr

ETFs
Q2 2019 Filed on Jul 26, 2019
201,018
$105.63 - $107.66 $21.2M - $21.6M
HSIC
Henry Schein Inc

Healthcare
Q1 2019 Filed on Apr 18, 2019
2,606
$57.4 - $63.64 $150K - $166K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2019 Filed on Apr 18, 2019
272,260
N/A
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2019 Filed on Apr 18, 2019
61,064
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2019 Filed on Apr 18, 2019
4,590
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2019 Filed on Apr 18, 2019
36,756
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2019 Filed on Apr 18, 2019
129,726
N/A
QLD
Proshares Ultra Qqq

ETFs
Q4 2018 Filed on Jan 22, 2019
39,647
N/A
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