Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: International Private Wealth Advisors LLC
  City: SAN DIEGO
  State: CA
  Zip: 92108
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $51,816,000
  Total Value Change : $-49,274,000
  Securities Held Change : 5
   
All Securities Held : 111
  New Positions : 36
  Closed Positions : 31
  Increased Positions : 33
  Unchanged Positions : 2
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 31     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MDT)1 Year Chart         MDT Medtronic Plc 123 Closed $81.04 $0 0 0% -201,000 -2,441 0    Medical Appliances & ...
   (GWX)1 Year Chart         GWX St Spdr S&P Intl Sc 129 Closed $31.90 $0 0 0% -1,735,000 -54,637 0    Closed - End Fund - E...
   (KO)1 Year Chart         KO Coca-Cola Co 116 Closed $62.55 $0 0 0% -254,000 -4,307 0    Beverage Soft Drinks...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 135 Closed $76.75 $0 0 0% -526,000 -6,825 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 122 Closed $53.09 $0 0 0% -4,951,000 -97,877 0    N/A
   (DURA)1 Year Chart         DURA Vaneck Vectors Morningstar ... 141 Closed $0.00 $0 0 0% -217,000 -7,006 0    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 128 Closed $108.46 $0 0 0% -1,262,000 -11,403 0    Closed - End Fund - E...
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 115 Closed $77.06 $0 0 0% -1,017,000 -13,144 0    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 134 Closed $57.40 $0 0 0% -416,000 -8,461 0    Domestic Money Center...
   (GOEV)1 Year Chart         GOEV Canoo Class A 121 Closed $1.80 $0 0 0% -11,000 -43,618 0    N/A
   (DTD)1 Year Chart         DTD Wisdom Tree Trust Total Div... 140 Closed $67.53 $0 0 0% -431,000 -6,589 0    Closed - End Fund - E...
   (EMLC)1 Year Chart         EMLC Vaneck Vectors Jp Morgan Em... 127 Closed $23.66 $0 0 0% -482,000 -19,008 0    Closed - End Fund - E...
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 114 Closed $14.34 $0 0 0% -231,000 -14,839 0    Closed - End Fund - Debt
   (FB)1 Year Chart         FB Meta Platforms Inc 133 Closed $504.16 $0 0 0% -847,000 -2,393 0    Internet Service Prov...
   (REET)1 Year Chart         REET Ishares Global Reit 120 Closed $23.04 $0 0 0% -1,398,000 -57,823 0    N/A
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 139 Closed $46.55 $0 0 0% -324,000 -8,042 0    Major Airlines
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 126 Closed $41.68 $0 0 0% -468,000 -11,151 0    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 113 Closed $0.00 $0 0 0% -422,000 -12,201 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 132 Closed $177.81 $0 0 0% -2,049,000 -8,248 0    Auto Manufacturers
   (SRE)1 Year Chart         SRE Sempra Energy 119 Closed $71.98 $0 0 0% -353,000 -4,721 0    Electric Utilities
   (EMHC)1 Year Chart         EMHC Spdr Bloomberg Emerging Mar... 138 Closed $0.00 $0 0 0% -306,000 -12,579 0    N/A
   (TIPX)1 Year Chart         TIPX Spdr Barclays 1 To 10 Year ... 125 Closed $18.43 $0 0 0% -292,000 -15,702 0    N/A
   (USHY)1 Year Chart         USHY Ishares Broad Usd High Yiel... 112 Closed $0.00 $0 0 0% -343,000 -9,429 0    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 131 Closed $94.67 $0 0 0% -893,000 -9,030 0    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 118 Closed $40.91 $0 0 0% -377,000 -8,945 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 137 Closed $0.00 $0 0 0% -237,000 -1,610 0    N/A
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 124 Closed $0.00 $0 0 0% -335,000 -8,930 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 111 Closed $178.37 $0 0 0% -322,000 -2,281 0    Search Engines & Info...
   (NKE)1 Year Chart         NKE Nike Inc B 130 Closed $93.39 $0 0 0% -480,000 -4,417 0    Textile - Apparel Foo...
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 117 Closed $13.94 $0 0 0% -1,024,000 -76,955 0    N/A
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 136 Closed $235.17 $0 0 0% -209,000 -797 0    Diversified Machinery

      31 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results