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| Name: |
Heirloom Wealth Management |
| City: |
GREENWOOD VILLAGE |
| State: |
CO |
| Zip: |
80111 |
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data |
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| Holdings
Found :
6 |
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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 |
|
TLT |
iShares Tr Lehman 20+yr Tres |
54 |
Closed |
$91.38 |
$0 |
0 |
0% |
-646,000 |
-6,538 |
0 |
Closed - End Fund - E... |
|
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NOC |
Northrop Grumman Corp |
53 |
Closed |
$466.43 |
$0 |
0 |
0% |
-5,007,000 |
-10,695 |
0 |
Aerospace/Defense - M... |
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TSLA |
Tesla Motors Inc |
52 |
Closed |
$177.81 |
$0 |
0 |
0% |
-206,000 |
-831 |
0 |
Auto Manufacturers |
|
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SCHM |
Schwab U.S. Mid-Cap Etf |
51 |
Closed |
$79.59 |
$0 |
0 |
0% |
-310,000 |
-4,112 |
0 |
N/A |
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VIG |
Vanguard Dividend Appreciat... |
50 |
Closed |
$181.62 |
$0 |
0 |
0% |
-338,000 |
-1,981 |
0 |
Closed - End Fund - Debt |
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VTR |
Ventas Inc |
55 |
Closed |
$47.50 |
$0 |
0 |
0% |
-200,000 |
-4,018 |
0 |
REIT - Healthcare Fac... |
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