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Name: |
Spartan Planning & Wealth Management |
City: |
GREENSBORO |
State: |
NC |
Zip: |
27410 |
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Holdings
Found :
7 |
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Closed Positions |
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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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HAS |
Hasbro Inc |
192 |
Closed |
$60.66 |
$0 |
0 |
0% |
-251,000 |
-3,801 |
0 |
Toys & Games |
|
XOM |
Exxon Mobil Corp |
191 |
Closed |
$113.42 |
$0 |
0 |
0% |
-139,000 |
-1,182 |
0 |
Integrated Oil & Gas |
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ADP |
Automatic Data Processing Inc |
190 |
Closed |
$248.90 |
$0 |
0 |
0% |
-498,000 |
-2,069 |
0 |
Business Software & S... |
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CVX |
Chevron Corp |
189 |
Closed |
$157.75 |
$0 |
0 |
0% |
-83,000 |
-491 |
0 |
Integrated Oil & Gas |
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QQQ |
Invesco QQQ Trust Series I |
188 |
Closed |
$457.95 |
$0 |
0 |
0% |
-1,000 |
-4 |
0 |
Closed - End Fund - Debt |
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SGOV |
Ishares 03 Month Treasury B... |
194 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,700,000 |
-36,752 |
0 |
N/A |
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CHTR |
Charter Communications Inc |
193 |
Closed |
$271.46 |
$0 |
0 |
0% |
-12,000 |
-27 |
0 |
CATV Systems |
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