Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IHF
Ishares Tr

ETFs
Q2 2019 Filed on Jul 30, 2019
200
$151.11 - $173.38 $30.2K - $34.7K
Celsion Corp
Q2 2019 Filed on Jul 30, 2019
100
N/A
EWH
Ishares Msci Hong Kong ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
950
$24.6 - $27.14 $23.4K - $25.8K
FXI
Ishares Tr

ETFs
Q2 2019 Filed on Jul 30, 2019
510
$39.93 - $45.85 $20.4K - $23.4K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
150
$181.14 - $198.0 $27.2K - $29.7K
Evofem Biosciences Inc
Q2 2019 Filed on Jul 30, 2019
166
N/A
Dry Ships Inc
Q2 2019 Filed on Jul 30, 2019
100
N/A
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2019 Filed on Jul 30, 2019
200
$30.12 - $36.63 $6.02K - $7.33K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2019 Filed on Jul 30, 2019
480
N/A
CTXS
Citrix Systems Inc

Technology
Q2 2019 Filed on Jul 30, 2019
100
$93.48 - $102.48 $9.35K - $10.2K
CDNS
Cadence Design Systems Inc

Technology
Q2 2019 Filed on Jul 30, 2019
400
$61.7 - $72.67 $24.7K - $29.1K
AZTA
Azenta, Inc.

Healthcare
Q2 2019 Filed on Jul 30, 2019
52
$29.53 - $41.1 $1.54K - $2.14K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
880
$73.17 - $81.37 $64.4K - $71.6K
BSX
Boston Scientific Corp

Healthcare
Q2 2019 Filed on Jul 30, 2019
200
$34.91 - $42.98 $6.98K - $8.6K
VIAV
Viavi Solutions Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
11
$11.94 - $13.75 $131 - $151
Log Me In Inc
Q2 2019 Filed on Jul 30, 2019
17
N/A
AMAT
Applied Materials Inc

Technology
Q2 2019 Filed on Jul 30, 2019
40
$38.69 - $44.91 $1.55K - $1.8K
CSX
Csx Corp

Industrials
Q2 2019 Filed on Jul 30, 2019
250
$24.65 - $26.84 $6.16K - $6.71K
CCI
Crown Castle International Corp

Real Estate
Q2 2019 Filed on Jul 30, 2019
100
$122.58 - $136.92 $12.3K - $13.7K
DBX
Dropbox, Inc.

Technology
Q2 2019 Filed on Jul 30, 2019
360
$21.15 - $25.05 $7.61K - $9.02K
Blackstone Group LP
Q2 2019 Filed on Jul 30, 2019
288
N/A
AVY
Avery Dennison Corp

Industrials
Q2 2019 Filed on Jul 30, 2019
75
$99.69 - $116.37 $7.48K - $8.73K
Micro Focus Int'L PLC Adr
Q2 2019 Filed on Jul 30, 2019
4
N/A
NOK
Nokia Corp

Technology
Q2 2019 Filed on Jul 30, 2019
20
$4.77 - $5.96 $95.4 - $119
ABT
Abbott Laboratories

Healthcare
Q2 2019 Filed on Jul 30, 2019
78
$72.88 - $85.0 $5.68K - $6.63K
OKE
Oneok Inc

Energy
Q2 2019 Filed on Jul 30, 2019
98
$63.62 - $70.6 $6.23K - $6.92K
TLYS
Tilly'S, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
100
$7.63 - $12.06 $763 - $1.21K
ASIX
Advan Six Inc.

Basic Materials
Q2 2019 Filed on Jul 30, 2019
1
$23.7 - $33.37 $23.7 - $33.4
TWTR
Twitter, Inc.

Communication Services
Q2 2019 Filed on Jul 30, 2019
100
$33.44 - $40.8 $3.34K - $4.08K
PUK
Prudential PLC

Financial Services
Q2 2019 Filed on Jul 30, 2019
200
$38.39 - $44.93 $7.68K - $8.99K
PNR
Pentair PLC

Industrials
Q2 2019 Filed on Jul 30, 2019
200
$34.82 - $45.49 $6.96K - $9.1K
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
100
$23.87 - $28.6 $2.39K - $2.86K
PFE
Pfizer Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
1,661
$36.98 - $41.52 $61.4K - $69K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2019 Filed on Jul 30, 2019
6
$62.38 - $77.93 $374 - $468
WPC
W. P. Carey Inc.

Real Estate
Q2 2019 Filed on Jul 30, 2019
128
$75.96 - $86.0 $9.72K - $11K
WWD
Woodward, Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
70
$94.59 - $115.41 $6.62K - $8.08K
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
132
$26.78 - $37.5 $3.53K - $4.95K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
74
$111.27 - $125.15 $8.23K - $9.26K
WDFC
Wd 40 CO

Basic Materials
Q2 2019 Filed on Jul 30, 2019
36
$156.33 - $172.34 $5.63K - $6.2K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
45
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
74
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
140
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2019 Filed on Jul 30, 2019
295
N/A
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2019 Filed on Jul 30, 2019
8
N/A
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2019 Filed on Jul 30, 2019
702
$39.84 - $42.1 $28K - $29.6K
USPH
U S Physical Therapy Inc

Healthcare
Q2 2019 Filed on Jul 30, 2019
104
$104.89 - $122.57 $10.9K - $12.7K
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
510
$49.73 - $55.42 $25.4K - $28.3K
TARO
Taro Pharmaceutical Industries LTD

Healthcare
Q2 2019 Filed on Jul 30, 2019
300
$83.92 - $108.88 $25.2K - $32.7K
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2019 Filed on Jul 30, 2019
200
$22.05 - $23.16 $4.41K - $4.63K
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