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| Name: |
Keudell/Morrison Wealth Management |
| City: |
SALEM |
| State: |
OR |
| Zip: |
97301 |
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data |
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| Holdings
Found :
6 |
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Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
IWF |
iShares Russell 1000 Growth |
209 |
Closed |
$361.86 |
$0 |
0 |
0% |
-695,000 |
-2,294 |
0 |
Closed - End Fund - E... |
|
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ALT |
Altimmune, Inc |
208 |
Closed |
$6.61 |
$0 |
0 |
0% |
-123,000 |
-10,940 |
0 |
Diversified Investments |
|
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BLV |
Vanguard Long-Term Bond ETF |
207 |
Closed |
$71.71 |
$0 |
0 |
0% |
-467,000 |
-6,256 |
0 |
Closed - End Fund - Debt |
|
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MDT |
Medtronic Plc |
206 |
Closed |
$81.66 |
$0 |
0 |
0% |
-292,000 |
-3,543 |
0 |
Medical Appliances & ... |
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IWD |
iShares Russell 1000 Value |
205 |
Closed |
$173.76 |
$0 |
0 |
0% |
-850,000 |
-5,144 |
0 |
Closed - End Fund - E... |
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PFN |
Pimco Floating Rate Strateg... |
210 |
Closed |
$7.28 |
$0 |
0 |
0% |
-76,000 |
-10,450 |
0 |
Closed - End Fund - E... |
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