Winthrop Advisory Group LLC Closed Holding Positions

Winthrop Advisory Group LLC

$912 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
VOE Vanguard Mid Cap Value Index F ETFs	Q1 2020 Filed on Apr 17, 2020	2,211	$68.69 - $121.9 $152K - $270K
SIRI Sirius Xm Holdings Inc. Communication Services	Q1 2020 Filed on Apr 17, 2020	11,201	$4.44 - $7.34 $49.7K - $82.2K
SMMD Ishares Tr Russell 2500 ETF ETFs	Q1 2020 Filed on Apr 17, 2020	28,089	$29.24 - $49.61 $821K - $1.39M
IYR Ishares Tr ETFs	Q1 2020 Filed on Apr 17, 2020	3,447	$57.84 - $100.28 $199K - $346K
WPC W. P. Carey Inc. Real Estate	Q1 2020 Filed on Apr 17, 2020	2,821	$43.86 - $88.27 $124K - $249K
PSX Phillips 66 Energy	Q1 2020 Filed on Apr 17, 2020	2,580	$42.09 - $112.2 $109K - $289K
SPYD Spdr Portfolio S&P 500 High Di ETFs	Q1 2020 Filed on Apr 17, 2020	25,723	$21.02 - $39.9 $541K - $1.03M
Cigna Corporation	Q4 2019 Filed on Jan 06, 2020	1,631	N/A
Ishares Gold Trust	Q4 2019 Filed on Jan 06, 2020	10,775	N/A
KMI Kinder Morgan, Inc. Energy	Q4 2019 Filed on Jan 06, 2020	9,712	$19.15 - $21.2 $186K - $206K
ULTA Ulta Beauty, Inc. Consumer Cyclical	Q2 2019 Filed on Jul 17, 2019	771	$322.07 - $358.34 $248K - $276K
Celgene Corp	Q2 2019 Filed on Jul 17, 2019	2,428	N/A
Red Hat Inc	Q2 2019 Filed on Jul 17, 2019	1,822	N/A
SCHW Schwab Charles Corp Financial Services	Q2 2019 Filed on Jul 17, 2019	4,637	$39.15 - $46.26 $182K - $215K
AOR Ishares Tr Core Growth Allocat ETFs	Q2 2019 Filed on Jul 17, 2019	4,522	N/A
ERTH Invesco ETF Tr Invesco Msci Su ETFs	Q1 2019 Filed on Apr 23, 2019	7,500	N/A
EEM Ishares Msci Emerging Markets ETFs	Q4 2018 Filed on Jan 15, 2019	7,734	$38.0 - $42.93 $294K - $332K
ALGN Align Technology Inc Healthcare	Q4 2018 Filed on Jan 15, 2019	580	$193.72 - $391.52 $112K - $227K
Powershares ETF Trust	Q3 2018 Filed on Oct 29, 2018	6,750	N/A
Powershares Qqq Trust	Q3 2018 Filed on Oct 29, 2018	3,729	N/A
SDY Spdr Series Tr Spdr S&P Divide ETFs	Q3 2018 Filed on Oct 29, 2018	2,458	N/A
EEMS Ishares Msci Emerging Mkts Sma ETFs	Q3 2018 Filed on Oct 29, 2018	5,000	N/A
Powershares ETF Trust	Q3 2018 Filed on Oct 29, 2018	7,500	N/A
EMLP First Tr Exchange Traded Iv ETFs	Q2 2018 Filed on Aug 07, 2018	4,066	$21.69 - $23.22 $88.2K - $94.4K
BOND Pimco Active Bond Exchange Tra ETFs	Q2 2018 Filed on Aug 07, 2018	5,317	N/A
REZ Ishares Tr Residential And Mul ETFs	Q2 2018 Filed on Aug 07, 2018	4,000	N/A
BTI British American Tobacco P.L.C. Consumer Defensive	Q2 2018 Filed on Aug 07, 2018	9,061	$48.34 - $60.3 $438K - $546K

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