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Name: |
My Legacy Advisors LLC |
City: |
BEND |
State: |
OR |
Zip: |
97703 |
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data |
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Holdings
Found :
11 |
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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 |
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EPS |
WisdomTree Earnings 500 |
206 |
Closed |
$55.92 |
$0 |
0 |
0% |
-461,000 |
-10,087 |
0 |
Closed - End Fund - Debt |
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BDX |
Becton Dickinson & Co |
212 |
Closed |
$240.63 |
$0 |
0 |
0% |
-852,000 |
-3,310 |
0 |
Medical Instruments &... |
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KLD |
iShares KLD Select Social I... |
205 |
Closed |
$110.14 |
$0 |
0 |
0% |
-211,000 |
-2,372 |
0 |
Closed - End Fund - E... |
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CMCSA |
Comcast Corp |
211 |
Closed |
$38.96 |
$0 |
0 |
0% |
-754,000 |
-17,513 |
0 |
CATV Systems |
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EW |
Edwards Lifesciences Corp |
204 |
Closed |
$29.02 |
$0 |
0 |
0% |
-591,000 |
-8,552 |
0 |
Medical Appliances & ... |
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MAA |
Mid America Apartment Commu... |
210 |
Closed |
$136.66 |
$0 |
0 |
0% |
-266,000 |
-2,032 |
0 |
REIT - Diversified |
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PACB |
Pacific Biosciences Of Cali... |
209 |
Closed |
$2.01 |
$0 |
0 |
0% |
-74,000 |
-10,000 |
0 |
Biotechnology |
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TWOK |
Spdr Russell 2000 |
208 |
Closed |
$41.62 |
$0 |
0 |
0% |
-416,000 |
-11,716 |
0 |
N/A |
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LDEM |
Ishares Esg Msci Em Leaders... |
214 |
Closed |
$0.00 |
$0 |
0 |
0% |
-266,000 |
-6,353 |
0 |
N/A |
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
207 |
Closed |
$47.00 |
$0 |
0 |
0% |
-311,000 |
-6,737 |
0 |
Closed - End Fund - E... |
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AGR |
Avangrid Inc |
213 |
Closed |
$35.60 |
$0 |
0 |
0% |
-242,000 |
-7,877 |
0 |
N/A |
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