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| Name: |
Circle Wealth Management LLC |
| City: |
SUMMIT |
| State: |
NJ |
| Zip: |
07901 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Viewing:
Closed Positions |
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Page 1 of 1 |
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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 |
|
IWN |
iShares Russell 2000 Value |
194 |
Closed |
$158.12 |
$0 |
0 |
0% |
-232,000 |
-1,493 |
0 |
Closed - End Fund - E... |
|
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IJJ |
iShares S&P MC 400/BARRA VL |
198 |
Closed |
$117.16 |
$0 |
0 |
0% |
-211,000 |
-1,851 |
0 |
Closed - End Fund - E... |
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DXJ |
WisdomTree Trust Japan Tota... |
197 |
Closed |
$107.78 |
$0 |
0 |
0% |
-758,000 |
-8,613 |
0 |
Closed - End Fund - E... |
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NFRA |
FlexShares STOXX Global Bro... |
196 |
Closed |
$54.71 |
$0 |
0 |
0% |
-336,000 |
-6,275 |
0 |
N/A |
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XBI |
streetTRACKS Series Trust S... |
195 |
Closed |
$91.57 |
$0 |
0 |
0% |
-335,000 |
-3,755 |
0 |
Closed - End Fund - E... |
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