Regal Wealth Group, Inc. Closed Holding Positions

Regal Wealth Group, Inc.

  • $143 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
AXP
American Express CO

Financial Services
Q2 2021 Filed on Aug 02, 2021
191
$144.33 - $169.45 $27.6K - $32.4K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
70
$46.31 - $52.31 $3.24K - $3.66K
GOOG
Alphabet Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
22
$106.89 - $127.28 $2.35K - $2.8K
GOOGL
Alphabet Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
32
$106.49 - $122.54 $3.41K - $3.92K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
694
$206.08 - $244.01 $143K - $169K
LOGI
Logitech International S.A.

Technology
Q2 2021 Filed on Aug 02, 2021
500
$99.77 - $138.7 $49.9K - $69.4K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
89
$46.07 - $52.3 $4.1K - $4.65K
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Aug 02, 2021
2,000
$8.17 - $11.19 $16.3K - $22.4K
PSX
Phillips 66

Energy
Q2 2021 Filed on Aug 02, 2021
7
$74.95 - $92.56 $525 - $648
C
Citigroup Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
35
$67.61 - $79.86 $2.37K - $2.8K
CSCO
Cisco Systems, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
127
$50.71 - $55.03 $6.44K - $6.99K
PNW
Pinnacle West Capital Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
118
$81.05 - $88.12 $9.56K - $10.4K
O
Realty Income Corp

Real Estate
Q2 2021 Filed on Aug 02, 2021
220
$62.7 - $68.88 $13.8K - $15.2K
RF
Regions Financial Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
1,149
$19.33 - $23.62 $22.2K - $27.1K
CATY
Cathay General Bancorp

Financial Services
Q2 2021 Filed on Aug 02, 2021
2,544
$38.31 - $43.04 $97.5K - $109K
RBLX
Roblox Corp

Communication Services
Q2 2021 Filed on Aug 02, 2021
2
$64.0 - $99.86 $128 - $200
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2021 Filed on Aug 02, 2021
23
$38.86 - $42.51 $894 - $978
BP
Bp PLC

Energy
Q2 2021 Filed on Aug 02, 2021
39
$24.26 - $28.38 $946 - $1.11K
TTM
Tata Motors LTD

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
100
$18.56 - $24.11 $1.86K - $2.41K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q2 2021 Filed on Aug 02, 2021
175
$282.49 - $305.66 $49.4K - $53.5K
NET
Cloudflare, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
600
$66.65 - $107.6 $40K - $64.6K
ATO
Atmos Energy Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
683
$96.11 - $104.59 $65.6K - $71.4K
PFE
Pfizer Inc

Healthcare
Q2 2021 Filed on Aug 02, 2021
300
$35.91 - $40.68 $10.8K - $12.2K
PINS
Pinterest, Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
420
$55.45 - $85.98 $23.3K - $36.1K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
308
$186.2 - $211.31 $57.3K - $65.1K
LMT
Lockheed Martin Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
308
$371.02 - $394.1 $114K - $121K
CRM
Salesforce, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
243
$210.54 - $246.26 $51.2K - $59.8K
TGT
Target Corp

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
1
$200.72 - $241.85 $201 - $242
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q2 2021 Filed on Aug 02, 2021
13
$74.71 - $80.04 $971 - $1.04K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2021 Filed on Aug 02, 2021
268
$147.37 - $166.44 $39.5K - $44.6K
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
300
$67.03 - $84.31 $20.1K - $25.3K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
1,457
$8.62 - $62.55 $12.6K - $91.1K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
168
$156.14 - $181.1 $26.2K - $30.4K
NEE
Nextera Energy Inc

Utilities
Q2 2021 Filed on Aug 02, 2021
27
$71.54 - $80.94 $1.93K - $2.19K
NOC
Northrop Grumman Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
307
$322.24 - $377.51 $98.9K - $116K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
400
$127.11 - $155.95 $50.8K - $62.4K
CIEN
Ciena Corp

Technology
Q2 2021 Filed on Aug 02, 2021
1,000
$49.52 - $60.77 $49.5K - $60.8K
MNST
Monster Beverage Corp

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
600
$89.47 - $98.68 $53.7K - $59.2K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
1,200
$7.94 - $13.23 $9.53K - $15.9K
Ishares Gold Tr
Q2 2021 Filed on Aug 02, 2021
1,644
N/A
MTOR
Meritor, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
2,185
$21.96 - $29.49 $48K - $64.4K
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q2 2021 Filed on Aug 02, 2021
2,000
$7.58 - $13.31 $15.2K - $26.6K
NIO
Nio Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
500
$31.22 - $53.2 $15.6K - $26.6K
JNJ
Johnson & Johnson

Healthcare
Q2 2021 Filed on Aug 02, 2021
136
$159.48 - $171.07 $21.7K - $23.3K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Aug 02, 2021
10
$99.48 - $130.88 $995 - $1.31K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
3,136
$55.79 - $59.14 $175K - $185K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q2 2021 Filed on Aug 02, 2021
1,000
N/A
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2021 Filed on Aug 02, 2021
215
$92.76 - $98.86 $19.9K - $21.3K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
98
$94.78 - $99.7 $9.29K - $9.77K
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