Retirement Capital Strategies Closed Holding Positions

Retirement Capital Strategies

  • $255 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q1 2021 Filed on Apr 29, 2021
11,238
$49.8 - $63.21 $560K - $710K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q1 2021 Filed on Apr 29, 2021
119,198
$27.01 - $27.75 $3.22M - $3.31M
HYUP
Dbx ETF Tr X Trackers High Bet

ETFs
Q1 2021 Filed on Apr 29, 2021
26,410
$47.43 - $48.51 $1.25M - $1.28M
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q4 2020 Filed on Feb 12, 2021
99,025
$59.8 - $72.46 $5.92M - $7.18M
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q4 2020 Filed on Feb 12, 2021
13,310
$77.55 - $93.5 $1.03M - $1.24M
AQMS
Aqua Metals, Inc.

Industrials
Q4 2020 Filed on Feb 12, 2021
12,422
$0.88 - $3.09 $10.9K - $38.4K
NSC
Norfolk Southern Corp

Industrials
Q4 2020 Filed on Feb 12, 2021
498
$198.11 - $246.77 $98.7K - $123K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q4 2020 Filed on Feb 12, 2021
219,988
$94.69 - $99.7 $20.8M - $21.9M
Eaton Corp PLC
Q3 2020 Filed on Nov 13, 2020
4,000
N/A
T
At&T Inc.

Communication Services
Q3 2020 Filed on Nov 13, 2020
5,493
$21.05 - $23.03 $116K - $127K
Arista Networks Inc
Q2 2020 Filed on Aug 11, 2020
2,000
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2020 Filed on Aug 11, 2020
97,020
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2020 Filed on Aug 11, 2020
123,806
$59.53 - $68.92 $7.37M - $8.53M
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2020 Filed on May 14, 2020
32,714
$28.78 - $44.66 $942K - $1.46M
Vanguard Index Fds
Q1 2020 Filed on May 14, 2020
1,600
N/A
CMF
Ishares California Muni Bond E

ETFs
Q1 2020 Filed on May 14, 2020
5,539
$53.78 - $62.95 $298K - $349K
VT
Vanguard Total World Stk Index

ETFs
Q1 2020 Filed on May 14, 2020
2,754
$54.48 - $83.17 $150K - $229K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2020 Filed on May 14, 2020
14,353
$51.2 - $80.2 $735K - $1.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2020 Filed on May 14, 2020
8,614
$69.28 - $105.06 $597K - $905K
MRK
Merck & Co., Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
2,407
$63.36 - $87.82 $153K - $211K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2020 Filed on May 14, 2020
29,037
$33.01 - $55.48 $959K - $1.61M
VXF
Vanguard Extended Market ETF

ETFs
Q1 2020 Filed on May 14, 2020
33,418
$77.36 - $132.73 $2.59M - $4.44M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2020 Filed on May 14, 2020
102,256
$37.54 - $46.72 $3.84M - $4.78M
XOM
Exxon Mobil Corp

Energy
Q3 2019 Filed on Nov 07, 2019
5,832
$67.19 - $77.63 $392K - $453K
Ishares Esg Msci Usa Small Cap ETF
Q2 2019 Filed on Aug 02, 2019
16,643
N/A
Ishares Global Green Bond ETF
Q2 2019 Filed on Aug 02, 2019
34,536
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2019 Filed on Aug 02, 2019
5,602
N/A
DXC
Dxc Technology CO

Technology
Q2 2019 Filed on Aug 02, 2019
3,256
$46.64 - $65.99 $152K - $215K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2018 Filed on Jan 17, 2019
9,395
$29.8 - $33.47 $280K - $314K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2018 Filed on Jan 17, 2019
10,950
N/A
LMT
Lockheed Martin Corp

Industrials
Q4 2018 Filed on Jan 17, 2019
581
$245.22 - $349.93 $142K - $203K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q4 2018 Filed on Jan 17, 2019
7,330
N/A
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