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| Name: |
WATERSHED PRIVATE WEALTH LLC |
| City: |
Oak Brook |
| State: |
IL |
| Zip: |
60523 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
7 |
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Currently
Viewing:
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 |
|
LULU |
Lululemon Athletica Inc |
126 |
Closed |
$313.23 |
$0 |
0 |
0% |
-328,000 |
-641 |
0 |
Textile - Apparel Clo... |
|
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VTIP |
Vanguard Short Term Inflati... |
125 |
Closed |
$48.45 |
$0 |
0 |
0% |
-1,205,000 |
-25,364 |
0 |
N/A |
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BA |
Boeing Co |
124 |
Closed |
$174.99 |
$0 |
0 |
0% |
-206,000 |
-789 |
0 |
Aerospace/Defense - M... |
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JKH |
iShares Trust - Mid Growth ... |
130 |
Closed |
$68.25 |
$0 |
0 |
0% |
-404,000 |
-6,262 |
0 |
Closed - End Fund - E... |
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SCZ |
ISHARES MSCI EAFE SM |
129 |
Closed |
$62.05 |
$0 |
0 |
0% |
-230,000 |
-3,714 |
0 |
Closed - End Fund - E... |
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HYG |
iShares iBoxx $ High Yield ... |
128 |
Closed |
$77.35 |
$0 |
0 |
0% |
-1,515,000 |
-19,572 |
0 |
Closed - End Fund - E... |
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AMT |
American Tower Corp |
127 |
Closed |
$192.78 |
$0 |
0 |
0% |
-207,000 |
-961 |
0 |
Integrated Telecommun... |
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