Proquility Private Wealth Partners, LLC Closed Holding Positions

Proquility Private Wealth Partners, LLC

  • $311 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 16, 2022
1,015
$331.01 - $597.37 $336K - $606K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2022 Filed on May 16, 2022
52,286
$22.64 - $26.07 $1.18M - $1.36M
BHP
Bhp Group LTD

Basic Materials
Q4 2021 Filed on Feb 14, 2022
44,709
$46.65 - $53.84 $2.09M - $2.41M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q3 2021 Filed on Nov 05, 2021
6,148
$32.72 - $33.43 $201K - $206K
VFH
Vanguard Financial ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
3,618
$86.32 - $96.09 $312K - $348K
XLI
Industrial Sector Spdr

ETFs
Q3 2021 Filed on Nov 05, 2021
2,438
$97.84 - $105.53 $239K - $257K
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Nov 05, 2021
12,524
$51.18 - $51.3 $641K - $642K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 05, 2021
528
$257.41 - $401.12 $136K - $212K
General Electric CO
Q3 2021 Filed on Nov 05, 2021
157,839
N/A
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2021 Filed on Nov 05, 2021
2,468
$144.09 - $151.79 $356K - $375K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
13,659
$65.64 - $84.77 $897K - $1.16M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q3 2021 Filed on Nov 05, 2021
4,832
$91.45 - $91.48 $442K - $442K
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2021 Filed on Aug 13, 2021
2,942
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on Jun 08, 2021
3,471
$75.92 - $88.28 $264K - $306K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on Jun 08, 2021
13,534
$32.2 - $37.72 $436K - $511K
XLU
Utilities Sector Spdr

ETFs
Q1 2021 Filed on Jun 08, 2021
7,373
$58.36 - $64.15 $430K - $473K
MRK
Merck & Co., Inc.

Healthcare
Q1 2021 Filed on Jun 08, 2021
17,550
$68.86 - $81.11 $1.21M - $1.42M
LMT
Lockheed Martin Corp

Industrials
Q1 2021 Filed on Jun 08, 2021
2,738
$321.82 - $372.79 $881K - $1.02M
KO
Coca Cola CO

Consumer Defensive
Q1 2021 Filed on Jun 08, 2021
17,004
$48.15 - $53.85 $819K - $916K
CSCO
Cisco Systems, Inc.

Technology
Q1 2021 Filed on Jun 08, 2021
4,900
$43.96 - $52.57 $215K - $258K
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on Jun 08, 2021
7,304
$74.85 - $85.84 $547K - $627K
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