Rwq Financial Management Services, Inc. Closed Holding Positions

Rwq Financial Management Services, Inc.

  • $288 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABBV
Abb Vie Inc.

Healthcare
Q2 2022 Filed on Jul 26, 2022
1,993
$137.62 - $174.96 $274K - $349K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
67,995
$39.83 - $65.74 $2.71M - $4.47M
ARCC
Ares Capital Corp

Financial Services
Q1 2022 Filed on Apr 20, 2022
154,750
$19.7 - $22.58 $3.05M - $3.49M
LRCX
Lam Research Corp

Technology
Q1 2022 Filed on Apr 20, 2022
1,200
$469.0 - $729.82 $563K - $876K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
5,125
$153.19 - $251.05 $785K - $1.29M
LCI
Lannett CO Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
15,000
$0.75 - $1.77 $11.3K - $26.6K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
1,725
$79.29 - $116.68 $137K - $201K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
3,500
$662.87 - $917.22 $2.32M - $3.21M
ETSY
Etsy Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
9,300
$198.72 - $296.91 $1.85M - $2.76M
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
3,975
$135.09 - $284.11 $537K - $1.13M
AFRM
Affirm Holdings, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
10,875
$97.37 - $168.52 $1.06M - $1.83M
V
Visa Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
1,100
$190.16 - $233.88 $209K - $257K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2021 Filed on Nov 03, 2021
27,550
$59.17 - $69.31 $1.63M - $1.91M
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Nov 03, 2021
20,650
$65.08 - $84.84 $1.34M - $1.75M
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Nov 03, 2021
3,900
$52.73 - $63.26 $206K - $247K
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Nov 03, 2021
8,950
$219.29 - $299.67 $1.96M - $2.68M
T
At&T Inc.

Communication Services
Q2 2021 Filed on Aug 11, 2021
2,000
$21.64 - $24.65 $43.3K - $49.3K
CRM
Salesforce, Inc.

Technology
Q2 2021 Filed on Aug 11, 2021
350
$210.54 - $246.26 $73.7K - $86.2K
LUV
Southwest Airlines CO

Industrials
Q2 2021 Filed on Aug 11, 2021
1,650
$52.92 - $64.1 $87.3K - $106K
TMDI
Titan Medical Inc

Healthcare
Q2 2021 Filed on Aug 11, 2021
15,000
$1.49 - $2.02 $22.4K - $30.3K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
7,420
$120.76 - $136.37 $896K - $1.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
1
$368.16 - $394.32 $368 - $394
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2021 Filed on Aug 11, 2021
22
$400.61 - $428.06 $8.81K - $9.42K
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Aug 11, 2021
23,800
$22.23 - $59.26 $529K - $1.41M
NKE
Nike, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
27
$127.11 - $155.95 $3.43K - $4.21K
VZ
Verizon Communications Inc

Communication Services
Q2 2021 Filed on Aug 11, 2021
4,400
$55.82 - $59.52 $246K - $262K
JNJ
Johnson & Johnson

Healthcare
Q2 2021 Filed on Aug 11, 2021
450
$159.48 - $171.07 $71.8K - $77K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
1,100
$159.9 - $177.87 $176K - $196K
LMND
Lemonade, Inc.

Financial Services
Q2 2021 Filed on Aug 11, 2021
150
$60.17 - $111.9 $9.03K - $16.8K
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