Wealth Quarterback LLC Closed Holding Positions

Wealth Quarterback LLC

  • $265 Million
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
Q3 2021 Filed on Nov 17, 2021
487
$26.1 - $26.52 $12.7K - $12.9K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
Q3 2021 Filed on Nov 17, 2021
1,255
$27.91 - $30.93 $35K - $38.8K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
Q3 2021 Filed on Nov 17, 2021
382
$33.55 - $36.05 $12.8K - $13.8K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 17, 2021
25
$85.4 - $126.43 $2.14K - $3.16K
QS
Quantum Scape Corp

Consumer Cyclical
Q3 2021 Filed on Nov 17, 2021
25
$19.3 - $27.68 $483 - $692
DGX
Quest Diagnostics Inc

Healthcare
Q3 2021 Filed on Nov 17, 2021
0
$132.95 - $158.0 $0 - $0
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 17, 2021
100
$38.33 - $52.59 $3.83K - $5.26K
SFE
Safeguard Scientifics Inc

Financial Services
Q3 2021 Filed on Nov 17, 2021
100
$7.4 - $8.88 $740 - $888
XLC
Select Sector Spdr Tr Communic

ETFs
Q3 2021 Filed on Nov 17, 2021
77
$79.63 - $86.05 $6.13K - $6.63K
SKY
Skyline Champion Corp

Consumer Cyclical
Q3 2021 Filed on Nov 17, 2021
51
$50.37 - $65.38 $2.57K - $3.33K
SBLK
Star Bulk Carriers Corp.

Industrials
Q3 2021 Filed on Nov 17, 2021
131
$17.34 - $24.61 $2.27K - $3.22K
STLD
Steel Dynamics Inc

Basic Materials
Q3 2021 Filed on Nov 17, 2021
118
$57.75 - $73.12 $6.81K - $8.63K
STNE
Stone Co Ltd.

Technology
Q3 2021 Filed on Nov 17, 2021
87
$34.68 - $69.91 $3.02K - $6.08K
SYNA
Synaptics Inc

Technology
Q3 2021 Filed on Nov 17, 2021
20
$144.3 - $190.65 $2.89K - $3.81K
TDY
Teledyne Technologies Inc

Technology
Q3 2021 Filed on Nov 17, 2021
5
$418.06 - $463.38 $2.09K - $2.32K
TPIF
Timothy Plan Intl ETF (De)

ETFs
Q3 2021 Filed on Nov 17, 2021
380
$28.36 - $30.38 $10.8K - $11.5K
Translate Bio Inc Com
Q3 2021 Filed on Nov 17, 2021
180
N/A
USO
United States Oil Fund, LP

ETFs
Q3 2021 Filed on Nov 17, 2021
48
$43.43 - $52.91 $2.08K - $2.54K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2021 Filed on Nov 17, 2021
31
$60.96 - $64.6 $1.89K - $2K
VZIO
Vizio Holding Corp.

Technology
Q3 2021 Filed on Nov 17, 2021
10
$18.3 - $27.78 $183 - $278
WCC
Wesco International Inc

Industrials
Q3 2021 Filed on Nov 17, 2021
0
$95.11 - $120.3 $0 - $0
WT
Wisdomtree, Inc.
Q3 2021 Filed on Nov 17, 2021
355
N/A
CYB
Wisdomtree Chinese Yuan Strate

ETFs
Q3 2021 Filed on Nov 17, 2021
100
N/A
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 17, 2021
58
$85.69 - $104.61 $4.97K - $6.07K
Ishares Gold Trust
Q2 2021 Filed on Aug 11, 2021
330,327
N/A
ALGN
Align Technology Inc

Healthcare
Q2 2020 Filed on Aug 17, 2020
10
$152.07 - $289.75 $1.52K - $2.9K
AIG
American International Group, Inc.

Financial Services
Q2 2020 Filed on Aug 17, 2020
204
$20.46 - $39.44 $4.17K - $8.05K
ELV
Elevance Health, Inc.

Healthcare
Q2 2020 Filed on Aug 17, 2020
12
$203.3 - $300.59 $2.44K - $3.61K
AROW
Arrow Financial Corp

Financial Services
Q2 2020 Filed on Aug 17, 2020
261
$23.95 - $30.97 $6.25K - $8.08K
BIDU
Baidu, Inc.

Communication Services
Q2 2020 Filed on Aug 17, 2020
15
$94.76 - $123.73 $1.42K - $1.86K
BALL
Ball Corp

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
56
$61.17 - $75.4 $3.43K - $4.22K
BMO
Bank Of Montreal

Financial Services
Q2 2020 Filed on Aug 17, 2020
96
$44.31 - $58.3 $4.25K - $5.6K
BXP
Boston Properties Inc

Real Estate
Q2 2020 Filed on Aug 17, 2020
17
$74.8 - $107.16 $1.27K - $1.82K
BSX
Boston Scientific Corp

Healthcare
Q2 2020 Filed on Aug 17, 2020
140
$30.19 - $39.11 $4.23K - $5.48K
CMS
Cms Energy Corp

Utilities
Q2 2020 Filed on Aug 17, 2020
55
$53.68 - $63.17 $2.95K - $3.47K
CSX
Csx Corp

Industrials
Q2 2020 Filed on Aug 17, 2020
32
$18.28 - $25.03 $585 - $801
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2020 Filed on Aug 17, 2020
339
N/A
CS
Credit Suisse Group Ag

Financial Services
Q2 2020 Filed on Aug 17, 2020
141
$7.66 - $10.95 $1.08K - $1.54K
CW
Curtiss Wright Corp

Industrials
Q2 2020 Filed on Aug 17, 2020
15
$82.98 - $115.94 $1.24K - $1.74K
Cypress Semiconductor Corp
Q2 2020 Filed on Aug 17, 2020
259
N/A
Allianzgi Conv Income Fd
Q2 2020 Filed on Aug 17, 2020
733
N/A
American Intl Group Inc Wt Exp 01/19/21
Q2 2020 Filed on Aug 17, 2020
12
N/A
Biospecifics Technologies Corp
Q2 2020 Filed on Aug 17, 2020
109
N/A
Bristol Myers Squibb CO
Q2 2020 Filed on Aug 17, 2020
100
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Aug 17, 2020
160
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q2 2020 Filed on Aug 17, 2020
34
$25.73 - $31.84 $875 - $1.08K
DTE
Dte Energy CO

Utilities
Q2 2020 Filed on Aug 17, 2020
8
$74.15 - $99.92 $593 - $799
EMN
Eastman Chemical CO

Basic Materials
Q2 2020 Filed on Aug 17, 2020
71
$45.09 - $77.34 $3.2K - $5.49K
Eaton Vance Corp
Q2 2020 Filed on Aug 17, 2020
27
N/A
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