Prism Advisors, Inc. Closed Holding Positions

Prism Advisors, Inc.

  • $332 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
73
$102.31 - $168.35 $7.47K - $12.3K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2022 Filed on Jul 11, 2022
4,659
$50.05 - $51.06 $233K - $238K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 11, 2022
3,018
$55.73 - $76.55 $168K - $231K
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on Apr 25, 2022
1,000
$100.69 - $233.19 $101K - $233K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q1 2022 Filed on Apr 25, 2022
1,305
$127.31 - $162.92 $166K - $213K
Ishares Tr
Q4 2021 Filed on Feb 11, 2022
13,544
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q4 2021 Filed on Feb 11, 2022
2,810
N/A
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
2,130
$390.68 - $416.73 $832K - $888K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Jul 14, 2021
6,993
$21.64 - $24.65 $151K - $172K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2021 Filed on Apr 15, 2021
10,345
$10.34 - $12.81 $107K - $133K
TGNA
Tegna Inc

Communication Services
Q1 2021 Filed on Apr 15, 2021
11,061
$13.97 - $20.62 $155K - $228K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q1 2021 Filed on Apr 15, 2021
1,881
$104.02 - $146.84 $196K - $276K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2021 Filed on Apr 15, 2021
168,206
$59.97 - $60.06 $10.1M - $10.1M
FTCS
First Trust Capital Strength E

ETFs
Q3 2020 Filed on Oct 16, 2020
7,638
$58.76 - $66.41 $449K - $507K
Ishares Tr
Q3 2020 Filed on Oct 16, 2020
19,023
N/A
General Electric CO
Q2 2020 Filed on Jul 20, 2020
313,667
N/A
DLX
Deluxe Corp

Communication Services
Q2 2020 Filed on Jul 20, 2020
88,403
$19.5 - $31.8 $1.72M - $2.81M
IVZ
Invesco Ltd.

Financial Services
Q2 2020 Filed on Jul 20, 2020
229,715
$6.7 - $11.55 $1.54M - $2.65M
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2020 Filed on Jul 20, 2020
55,083
$34.36 - $47.4 $1.89M - $2.61M
CCL
Carnival Corp

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
148,290
$7.97 - $24.91 $1.18M - $3.69M
PARA
Paramount Global

Communication Services
Q2 2020 Filed on Jul 20, 2020
151,558
$12.43 - $28.51 $1.88M - $4.32M
MAN
Manpower Group Inc.

Industrials
Q2 2020 Filed on Jul 20, 2020
34,886
$54.9 - $79.19 $1.92M - $2.76M
R
Ryder System Inc

Industrials
Q2 2020 Filed on Jul 20, 2020
76,692
$22.93 - $43.27 $1.76M - $3.32M
IP
International Paper CO

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
74,886
$27.81 - $37.59 $2.08M - $2.81M
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2020 Filed on Jul 20, 2020
125,491
$9.03 - $11.59 $1.13M - $1.45M
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q2 2020 Filed on Jul 20, 2020
175,797
$9.38 - $12.65 $1.65M - $2.22M
HPQ
Hp Inc

Technology
Q2 2020 Filed on Jul 20, 2020
76,112
$14.06 - $18.17 $1.07M - $1.38M
KSS
Kohls Corp

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
112,051
$11.51 - $28.83 $1.29M - $3.23M
CVX
Chevron Corp

Energy
Q2 2020 Filed on Jul 20, 2020
31,229
$68.56 - $103.24 $2.14M - $3.22M
XOM
Exxon Mobil Corp

Energy
Q1 2020 Filed on Apr 14, 2020
3,685
$31.45 - $70.9 $116K - $261K
Thl Credit Inc
Q1 2020 Filed on Apr 14, 2020
182,309
N/A
PULS
Pgim ETF Tr

ETFs
Q1 2020 Filed on Apr 14, 2020
91,988
$47.11 - $50.14 $4.33M - $4.61M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 14, 2020
15,472
$25.76 - $38.65 $399K - $598K
IDV
Ishares Tr

ETFs
Q1 2020 Filed on Apr 14, 2020
8,385
$19.58 - $34.05 $164K - $286K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2020 Filed on Apr 14, 2020
732
$220.85 - $384.02 $162K - $281K
WDC
Western Digital Corp

Technology
Q4 2019 Filed on Jan 23, 2020
49,511
$47.39 - $63.47 $2.35M - $3.14M
Viacom Inc New
Q4 2019 Filed on Jan 23, 2020
88,242
N/A
Ishares Tr
Q3 2019 Filed on Oct 30, 2019
50,290
N/A
Xerox Corp
Q3 2019 Filed on Oct 30, 2019
77,304
N/A
ELV
Elevance Health, Inc.

Healthcare
Q2 2019 Filed on Aug 06, 2019
757
$236.25 - $293.76 $179K - $222K
MMM
3 M CO

Industrials
Q2 2019 Filed on Aug 06, 2019
1,235
$159.75 - $219.5 $197K - $271K
CSCO
Cisco Systems, Inc.

Technology
Q2 2019 Filed on Aug 06, 2019
4,035
$51.3 - $57.41 $207K - $232K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2019 Filed on May 06, 2019
34,289
N/A
FF
Future Fuel Corp.

Basic Materials
Q1 2019 Filed on May 06, 2019
157,811
$13.19 - $19.19 $2.08M - $3.03M
BB
Blackberry LTD

Technology
Q1 2019 Filed on May 06, 2019
13,110
$6.88 - $10.09 $90.2K - $132K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Jan 22, 2019
12,559
N/A
ATGE
Adtalem Global Education Inc.

Consumer Defensive
Q4 2018 Filed on Jan 22, 2019
24,661
$44.57 - $58.16 $1.1M - $1.43M
Ishares Tr
Q3 2018 Filed on Oct 26, 2018
81,277
N/A
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Oct 26, 2018
17,331
$2.26 - $3.27 $39.2K - $56.7K
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