Wealth Quarterback LLC Closed Holding Positions

Wealth Quarterback LLC

  • $212 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on May 14, 2020
3,954
$18.96 - $33.37 $75K - $132K
SABR
Sabre Corp

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
299
$3.31 - $23.12 $990 - $6.91K
SNDR
Schneider National, Inc.

Industrials
Q1 2020 Filed on May 14, 2020
187
$16.61 - $23.77 $3.11K - $4.44K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2020 Filed on May 14, 2020
6,972
$38.35 - $61.14 $267K - $426K
Senior Hsg Pptys Tr
Q1 2020 Filed on May 14, 2020
3,835
N/A
SMPL
Simply Good Foods CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
100
$14.69 - $28.17 $1.47K - $2.82K
Spirit Mta Reit
Q1 2020 Filed on May 14, 2020
674
N/A
Sprint Corporation
Q1 2020 Filed on May 14, 2020
26
N/A
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
7,641
$13.32 - $18.93 $102K - $145K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
1,914
$4.61 - $7.47 $8.82K - $14.3K
Ubs Ag London Brh
Q1 2020 Filed on May 14, 2020
260
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2020 Filed on May 14, 2020
7
$26.65 - $34.07 $187 - $238
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2020 Filed on May 14, 2020
11,289
$127.14 - $204.46 $1.44M - $2.31M
VFH
Vanguard Financial ETF

ETFs
Q1 2020 Filed on May 14, 2020
3,443
$42.8 - $77.51 $147K - $267K
VIS
Vanguard Industrial ETF

ETFs
Q1 2020 Filed on May 14, 2020
5,057
$91.89 - $160.43 $465K - $811K
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on May 14, 2020
4,212
$81.49 - $133.25 $343K - $561K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2020 Filed on May 14, 2020
3,808
$66.04 - $70.55 $251K - $269K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,981
$78.7 - $109.59 $235K - $327K
Vedanta LTD
Q1 2020 Filed on May 14, 2020
76
N/A
VIACA
Paramount Global

Communication Services
Q1 2020 Filed on May 14, 2020
177
$13.96 - $43.29 $2.47K - $7.66K
Wellcare Health Plans Inc
Q1 2020 Filed on May 14, 2020
4
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on May 14, 2020
13,447
$35.16 - $65.92 $473K - $886K
Zayo Group Hldgs Inc
Q1 2020 Filed on May 14, 2020
426
N/A
Aircastle LTD
Q1 2020 Filed on May 14, 2020
136
N/A
BAP
Credicorp LTD

Financial Services
Q1 2020 Filed on May 14, 2020
5
$124.16 - $219.48 $621 - $1.1K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q1 2020 Filed on May 14, 2020
97
$29.71 - $56.67 $2.88K - $5.5K
Ingersoll Rand PLC
Q1 2020 Filed on May 14, 2020
33
N/A
NOMD
Nomad Foods LTD

Consumer Defensive
Q1 2020 Filed on May 14, 2020
100
$15.42 - $22.25 $1.54K - $2.23K
UBS
Ubs Group Ag

Financial Services
Q1 2020 Filed on May 14, 2020
1,287
$7.65 - $13.4 $9.85K - $17.2K
CLB
Core Laboratories N V

Energy
Q1 2020 Filed on May 14, 2020
5,966
$7.99 - $41.24 $47.7K - $246K
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