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| Name: |
Western Pacific Wealth Management LP |
| City: |
LAKE FOREST |
| State: |
IL |
| Zip: |
60045 |
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data |
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Filing Period: |
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| Holdings
Found :
23 |
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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 |
|
FNV |
Franco-Nevada Corp |
305 |
Closed |
$120.32 |
$0 |
0 |
0% |
-29,000 |
-258 |
0 |
Gold |
|
|
KLD |
iShares KLD Select Social I... |
313 |
Closed |
$110.47 |
$0 |
0 |
0% |
-231,000 |
-2,300 |
0 |
Closed - End Fund - E... |
|
|
REGL |
ProShares S&P MidCap 400 Di... |
322 |
Closed |
$0.00 |
$0 |
0 |
0% |
-37,000 |
-500 |
0 |
N/A |
|
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AEP |
American Electric Power Co Inc |
304 |
Closed |
$88.95 |
$0 |
0 |
0% |
-90,000 |
-1,106 |
0 |
Electric Utilities |
|
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REGN |
Regeneron Pharmaceuticals Inc |
310 |
Closed |
$1,005.87 |
$0 |
0 |
0% |
-53,000 |
-60 |
0 |
Biotechnology |
|
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XLV |
SPDR Select Sector Health |
320 |
Closed |
$145.79 |
$0 |
0 |
0% |
-17,000 |
-125 |
0 |
Closed - End Fund - E... |
|
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UDN |
Invesco Db Us Dollar Index ... |
301 |
Closed |
$18.15 |
$0 |
0 |
0% |
-9,000 |
-500 |
0 |
Closed - End Fund - E... |
|
|
FXE |
Invesco Currencyshares Euro... |
309 |
Closed |
$100.31 |
$0 |
0 |
0% |
-51,000 |
-500 |
0 |
Business Services |
|
|
MMM |
3M Co |
319 |
Closed |
$99.06 |
$0 |
0 |
0% |
-48,000 |
-443 |
0 |
Conglomerates |
|
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MOS |
Mosaic Co |
300 |
Closed |
$29.14 |
$0 |
0 |
0% |
-19,000 |
-540 |
0 |
Agricultural & Fertil... |
|
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BCV |
Bancroft Convertible Fund Inc |
326 |
Closed |
$15.83 |
$0 |
0 |
0% |
-29,000 |
-1,844 |
0 |
Closed - End Fund - Debt |
|
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HON |
Honeywell International Inc |
308 |
Closed |
$209.27 |
$0 |
0 |
0% |
-4,000 |
-20 |
0 |
Conglomerates |
|
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SH |
ProShares Short S&P500 |
318 |
Closed |
$11.79 |
$0 |
0 |
0% |
-107,000 |
-8,230 |
0 |
Closed - End Fund - E... |
|
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LBRDA |
Liberty Broadband Corporation |
298 |
Closed |
$52.48 |
$0 |
0 |
0% |
-69,000 |
-850 |
0 |
N/A |
|
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IWD |
iShares Russell 1000 Value |
325 |
Closed |
$176.11 |
$0 |
0 |
0% |
-167,000 |
-1,013 |
0 |
Closed - End Fund - E... |
|
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APD |
Air Products & Chemicals Inc |
307 |
Closed |
$270.33 |
$0 |
0 |
0% |
-59,000 |
-214 |
0 |
Diversified Chemicals |
|
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MKC |
McCormick & Co Inc |
317 |
Closed |
$68.31 |
$0 |
0 |
0% |
-21,000 |
-300 |
0 |
Processed & Packaged ... |
|
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CEG |
Constellation Energy Corp |
297 |
Closed |
$209.33 |
$0 |
0 |
0% |
-9,000 |
-75 |
0 |
N/A |
|
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STT |
State Street Corp |
324 |
Closed |
$74.49 |
$0 |
0 |
0% |
-6,000 |
-75 |
0 |
Asset Management |
|
|
BMY |
Bristol-Myers Squibb Co |
306 |
Closed |
$41.24 |
$0 |
0 |
0% |
-17,000 |
-330 |
0 |
Drug Manufacturers - ... |
|
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WDAY |
Workday, Inc. |
315 |
Closed |
$212.46 |
$0 |
0 |
0% |
-99,000 |
-360 |
0 |
Application Software |
|
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PSQ |
ProShares Short QQQ |
295 |
Closed |
$8.82 |
$0 |
0 |
0% |
-93,000 |
-9,828 |
0 |
Closed - End Fund - Debt |
|
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BLK |
BlackRock Inc A |
323 |
Closed |
$788.88 |
$0 |
0 |
0% |
-24,000 |
-30 |
0 |
Investment Brokerage ... |
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