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| Name: |
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
| City: |
RICHMOND |
| State: |
VA |
| Zip: |
23235 |
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data |
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| Holdings
Found :
11 |
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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 |
|
UVV |
Universal Corp |
99 |
Closed |
$53.50 |
$0 |
0 |
0% |
-763,000 |
-16,691 |
0 |
Cigarettes & Other To... |
|
|
UNH |
Unitedhealth Group Inc |
105 |
Closed |
$503.21 |
$0 |
0 |
0% |
-207,000 |
-384 |
0 |
Health Care Plans |
|
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AOK |
iShares Trust |
104 |
Closed |
$36.37 |
$0 |
0 |
0% |
-242,000 |
-7,148 |
0 |
Closed - End Fund - Debt |
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IAU |
iShares COMEX Gold Trust |
103 |
Closed |
$43.65 |
$0 |
0 |
0% |
-221,000 |
-6,046 |
0 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
109 |
Closed |
$159.58 |
$0 |
0 |
0% |
-525,000 |
-3,826 |
0 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
102 |
Closed |
$179.14 |
$0 |
0 |
0% |
-726,000 |
-4,658 |
0 |
Closed - End Fund - Debt |
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COST |
Costco Wholesale Corp |
108 |
Closed |
$763.41 |
$0 |
0 |
0% |
-243,000 |
-429 |
0 |
Discount, Variety Stores |
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BLL |
Ball Corp |
101 |
Closed |
$69.89 |
$0 |
0 |
0% |
-220,000 |
-5,002 |
0 |
Packaging & Containers |
|
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ITOT |
iShares Core S&P Total US |
107 |
Closed |
$113.76 |
$0 |
0 |
0% |
-2,514,000 |
-26,561 |
0 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
100 |
Closed |
$81.45 |
$0 |
0 |
0% |
-348,000 |
-4,614 |
0 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
106 |
Closed |
$203.78 |
$0 |
0 |
0% |
-207,000 |
-1,217 |
0 |
Closed - End Fund - E... |
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