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Name: |
Hoxton Planning & Management LLC |
City: |
SHEPHERDSTOWN |
State: |
WV |
Zip: |
25443 |
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Holdings
Found :
9 |
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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 |
|
USMV |
iShares MSCI USA Minimum Vo... |
168 |
Closed |
$0.00 |
$0 |
0 |
0% |
-239,000 |
-3,058 |
0 |
N/A |
|
LQD |
iShares Trust Goldman Sachs |
167 |
Closed |
$107.93 |
$0 |
0 |
0% |
-1,340,000 |
-12,110 |
0 |
Closed - End Fund - E... |
|
SHV |
iShares Barclays Short Trea... |
166 |
Closed |
$110.12 |
$0 |
0 |
0% |
-528,000 |
-4,792 |
0 |
Closed - End Fund - E... |
|
HE |
Hawaiian Electric Industrie... |
172 |
Closed |
$10.28 |
$0 |
0 |
0% |
-261,000 |
-18,420 |
0 |
Electric Utilities |
|
IEI |
iShares Barclays 3-7 Year T... |
165 |
Closed |
$115.43 |
$0 |
0 |
0% |
-218,000 |
-1,861 |
0 |
Closed - End Fund - E... |
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BNL |
Broadstone Net Lease Inc |
171 |
Closed |
$15.23 |
$0 |
0 |
0% |
-371,000 |
-21,516 |
0 |
N/A |
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TFLO |
Ishares Treasury Floating R... |
164 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,725,000 |
-34,180 |
0 |
N/A |
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MMM |
3M Co |
170 |
Closed |
$98.22 |
$0 |
0 |
0% |
-313,000 |
-2,859 |
0 |
Conglomerates |
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EMGF |
Ishares Edge Msci Multifact... |
169 |
Closed |
$0.00 |
$0 |
0 |
0% |
-326,000 |
-7,599 |
0 |
N/A |
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