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| Name: |
New Capital Management LP |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77006 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Viewing:
Closed Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IEMG |
Ishares Core Msci Emerging ... |
60 |
Closed |
$53.94 |
$0 |
0 |
0% |
-597,000 |
-11,573 |
0 |
N/A |
|
|
COP |
ConocoPhillips |
59 |
Closed |
$108.62 |
$0 |
0 |
0% |
-206,000 |
-1,620 |
0 |
Integrated Oil & Gas |
|
|
CMPX |
Compass Therapeutics Ord Shs |
58 |
Closed |
$0.00 |
$0 |
0 |
0% |
-42,000 |
-21,131 |
0 |
N/A |
|
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IEFA |
Ishares Core Msci Eafe |
57 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,035,000 |
-27,425 |
0 |
N/A |
|
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ITOT |
iShares Core S&P Total US |
56 |
Closed |
$123.06 |
$0 |
0 |
0% |
-4,055,000 |
-35,168 |
0 |
Closed - End Fund - E... |
|
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DGRO |
iShares Core Dividend Growth |
55 |
Closed |
$62.03 |
$0 |
0 |
0% |
-986,000 |
-16,980 |
0 |
N/A |
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