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| Name: |
Personal Resources Investment & Strategic Manageme |
| City: |
Studio City |
| State: |
CA |
| Zip: |
91604 |
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data |
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| Holdings
Found :
10 |
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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 |
|
EZY |
WisdomTree LargeCap Value |
64 |
Closed |
$72.29 |
$0 |
0 |
0% |
-289,000 |
-4,222 |
0 |
N/A |
|
|
GEM |
Goldman Sachs Activebeta Em... |
63 |
Closed |
$32.44 |
$0 |
0 |
0% |
-493,000 |
-16,055 |
0 |
N/A |
|
|
CGXU |
Capital Group International... |
69 |
Closed |
$0.00 |
$0 |
0 |
0% |
-519,000 |
-21,762 |
0 |
N/A |
|
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IWP |
iShares Tr Russell MidCap Gr |
62 |
Closed |
$109.32 |
$0 |
0 |
0% |
-1,773,000 |
-16,974 |
0 |
Closed - End Fund - E... |
|
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ICSH |
Ishares Ultra Short Term Bo... |
68 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,129,000 |
-22,426 |
0 |
N/A |
|
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JPLD |
Jpmorgan Limited Duration B... |
61 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,372,000 |
-27,122 |
0 |
N/A |
|
|
FVD |
First Trust Value Line Divi... |
67 |
Closed |
$40.83 |
$0 |
0 |
0% |
-273,000 |
-6,736 |
0 |
Closed - End Fund - Debt |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
60 |
Closed |
$0.00 |
$0 |
0 |
0% |
-13,449,000 |
-91,405 |
0 |
N/A |
|
|
GXC |
Strk Spdr S&P Ch Etf |
66 |
Closed |
$70.91 |
$0 |
0 |
0% |
-2,019,000 |
-29,633 |
0 |
Closed - End Fund - E... |
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JVAL |
Jpmorgan Us Value Factor Etf |
65 |
Closed |
$0.00 |
$0 |
0 |
0% |
-294,000 |
-7,630 |
0 |
N/A |
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