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| Name: |
SWEENEY & MICHEL LLC |
| City: |
CHICO |
| State: |
CA |
| Zip: |
95926 |
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data |
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| Holdings
Found :
7 |
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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 |
|
IDV |
iShares Dow Jones EPAC Sele... |
116 |
Closed |
$0.00 |
$0 |
0 |
0% |
-206,000 |
-8,185 |
0 |
Closed - End Fund - E... |
|
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BND |
Vanguard Total Bond Market ETF |
115 |
Closed |
$71.80 |
$0 |
0 |
0% |
-565,000 |
-8,065 |
0 |
Closed - End Fund - E... |
|
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ADBE |
Adobe Systems Inc |
114 |
Closed |
$483.93 |
$0 |
0 |
0% |
-221,000 |
-377 |
0 |
Application Software |
|
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KMI |
Kinder Morgan Inc |
113 |
Closed |
$19.39 |
$0 |
0 |
0% |
-168,000 |
-10,252 |
0 |
Gas Utilities |
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TIP |
iShares Lehman TIPS Bond |
112 |
Closed |
$106.72 |
$0 |
0 |
0% |
-319,000 |
-3,058 |
0 |
Closed - End Fund - E... |
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BNDW |
Vanguard Total World Bond Etf |
111 |
Closed |
$0.00 |
$0 |
0 |
0% |
-573,000 |
-8,558 |
0 |
N/A |
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IDRV |
Ishares Self-driving Ev And... |
117 |
Closed |
$0.00 |
$0 |
0 |
0% |
-396,000 |
-12,067 |
0 |
N/A |
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