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| Name: |
COMMUNITY FINANCIAL SERVICES GROUP, LLC |
| City: |
NEWPORT |
| State: |
VT |
| Zip: |
058550120 |
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data |
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| Holdings
Found :
9 |
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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 |
|
ADSK |
Autodesk Inc |
140 |
Closed |
$217.77 |
$0 |
0 |
0% |
-808,000 |
-3,907 |
0 |
Technical & System So... |
|
|
DVY |
iShares Dow Select Div |
146 |
Closed |
$124.24 |
$0 |
0 |
0% |
-239,000 |
-2,220 |
0 |
Closed - End Fund - E... |
|
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ALGN |
Align Technology Inc |
145 |
Closed |
$271.70 |
$0 |
0 |
0% |
-569,000 |
-1,864 |
0 |
Medical Appliances & ... |
|
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FLTB |
Fidelity Limited Term Bond Etf |
144 |
Closed |
$0.00 |
$0 |
0 |
0% |
-784,000 |
-16,406 |
0 |
N/A |
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RWL |
Oppenheimer Large Cap Rev ETF |
143 |
Closed |
$51.28 |
$0 |
0 |
0% |
-790,000 |
-10,107 |
0 |
N/A |
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XLF |
SPDR Financial Sector |
142 |
Closed |
$41.83 |
$0 |
0 |
0% |
-486,000 |
-14,651 |
0 |
Closed - End Fund - E... |
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BAX |
Baxter International Inc |
148 |
Closed |
$40.93 |
$0 |
0 |
0% |
-427,000 |
-11,310 |
0 |
Medical Instruments &... |
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IAT |
iShares Dow Jones U.S. Regi... |
141 |
Closed |
$40.74 |
$0 |
0 |
0% |
-621,000 |
-18,471 |
0 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
147 |
Closed |
$245.74 |
$0 |
0 |
0% |
-956,000 |
-4,590 |
0 |
Closed - End Fund - E... |
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