Western Wealth Management, LLC Closed Holding Positions

Western Wealth Management, LLC

  • $321 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PICK
Ishares Inc Msci Global Select

ETFs
Q2 2022 Filed on Jul 18, 2022
4,046
$35.33 - $52.72 $143K - $213K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q2 2022 Filed on Jul 18, 2022
4,968
$36.73 - $47.02 $182K - $234K
VVI
Viad Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
5,712
$25.93 - $37.6 $148K - $215K
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2022 Filed on Jul 18, 2022
955
$207.48 - $259.6 $198K - $248K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
2,008
$53.22 - $123.09 $107K - $247K
PCTY
Paylocity Holding Corp

Technology
Q2 2022 Filed on Jul 18, 2022
1,074
$154.3 - $216.46 $166K - $232K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,278
$91.63 - $121.36 $209K - $276K
RIO
Rio Tinto PLC

Basic Materials
Q2 2022 Filed on Jul 18, 2022
4,428
$60.81 - $82.68 $269K - $366K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
Q2 2022 Filed on Jul 18, 2022
17,950
$12.54 - $15.47 $225K - $278K
RMBS
Rambus Inc

Technology
Q2 2022 Filed on Jul 18, 2022
44,038
$20.75 - $31.43 $914K - $1.38M
ISCB
International Speedway Corp

ETFs
Q2 2022 Filed on Jul 18, 2022
12,516
$42.8 - $54.11 $536K - $677K
VEGI
Ishares Inc Msci Global Agricu

ETFs
Q2 2022 Filed on Jul 18, 2022
5,544
$38.21 - $50.15 $212K - $278K
FAD
First Tr Multi Cap Growth Alph

ETFs
Q2 2022 Filed on Jul 18, 2022
12,035
$89.23 - $113.24 $1.07M - $1.36M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,130
$78.88 - $94.44 $168K - $201K
FLR
Fluor Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
8,680
$23.25 - $30.44 $202K - $264K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
5,668
$33.37 - $39.02 $189K - $221K
BWX
Spdr Bloomberg International T

ETFs
Q2 2022 Filed on Jul 18, 2022
9,888
$22.55 - $25.97 $223K - $257K
DALI
First Tr ETF Vi Dorseywright D

ETFs
Q2 2022 Filed on Jul 18, 2022
7,846
$25.35 - $28.61 $199K - $224K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Jul 18, 2022
36,918
$5.71 - $6.69 $211K - $247K
Invesco Mortgage Capital Inc
Q2 2022 Filed on Jul 18, 2022
25,456
N/A
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q2 2022 Filed on Jul 18, 2022
45,859
$52.25 - $60.89 $2.4M - $2.79M
IEV
Ishares Tr Europe ETF

ETFs
Q1 2022 Filed on May 10, 2022
14,770
$44.65 - $55.03 $659K - $813K
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q1 2022 Filed on May 10, 2022
44,080
$7.88 - $9.79 $347K - $432K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2022 Filed on May 10, 2022
49,984
$7.33 - $9.39 $366K - $469K
Rbb Fd Inc
Q1 2022 Filed on May 10, 2022
11,123
N/A
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q1 2022 Filed on May 10, 2022
3,633
$106.12 - $120.96 $386K - $439K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
3,353
$45.5 - $70.45 $153K - $236K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
12,706
$16.21 - $33.07 $206K - $420K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
7,643
$44.64 - $55.71 $341K - $426K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2022 Filed on May 10, 2022
2,052
$115.14 - $134.62 $236K - $276K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 10, 2022
890
$378.09 - $648.05 $337K - $577K
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
13,080
$7.81 - $9.57 $102K - $125K
MSI
Motorola Solutions, Inc.

Technology
Q1 2022 Filed on May 10, 2022
783
$207.64 - $267.43 $163K - $209K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q1 2022 Filed on May 10, 2022
10,307
$27.07 - $29.9 $279K - $308K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2022 Filed on May 10, 2022
2,220
$86.42 - $109.81 $192K - $244K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on May 10, 2022
1,646
$101.96 - $128.34 $168K - $211K
DWAC
Digital World Acquisition Corp.

Financial Services
Q1 2022 Filed on May 10, 2022
8,765
$50.37 - $97.54 $441K - $855K
EPR
Epr Properties

Real Estate
Q1 2022 Filed on May 10, 2022
6,071
$42.56 - $56.0 $258K - $340K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q4 2021 Filed on Feb 14, 2022
77,275
$30.89 - $32.39 $2.39M - $2.5M
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
3,770
$34.93 - $62.68 $132K - $236K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
16,410
N/A
L Brands Inc
Q4 2021 Filed on Feb 14, 2022
4,219
N/A
PBND
Invesco ETF Tr Ii

ETFs
Q4 2021 Filed on Feb 14, 2022
11,395
N/A
MCHI
Ishares Msci China ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
4,293
$60.7 - $72.72 $261K - $312K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q4 2021 Filed on Feb 14, 2022
8,508
$86.91 - $93.62 $739K - $797K
NYMT
New York Mortgage Trust Inc

Real Estate
Q4 2021 Filed on Feb 14, 2022
20,727
$3.61 - $4.5 $74.8K - $93.3K
Draftkings Inc
Q4 2021 Filed on Feb 14, 2022
7,082
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
2,758
$65.63 - $91.55 $181K - $252K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
2,218
$76.06 - $98.05 $169K - $217K
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email