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  Name: PIERSHALE FINANCIAL GROUP, INC.
  City: CRYSTAL LAKE
  State: IL
  Zip: 60014
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $156,935,000
  Total Value Change : $30,048,000
  Securities Held Change : -28
   
All Securities Held : 269
  New Positions : 9
  Closed Positions : 37
  Increased Positions : 52
  Unchanged Positions : 199
  Decreased Positions : 9

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Holdings Found : 37     View All Holdings Currently Viewing:  Closed Positions     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
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 262 Closed $76.52 $0 0 0% -6,000 -75 0    Closed - End Fund - E...
   (PXH)1 Year Chart         PXH Invesco FTSE RAFI Emerging ... 302 Closed $20.34 $0 0 0% -1,000 -31 0    Closed - End Fund - E...
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 288 Closed $63.68 $0 0 0% -4,000 -70 0    Independent Oil & Gas
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 268 Closed $275.32 $0 0 0% -4,000 -20 0    Independent Oil & Gas
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 294 Closed $418.82 $0 0 0% -5,000 -15 0    Drug Manufacturers - ...
   (IYK)1 Year Chart         IYK iShares Dow Jones US Non-Co... 274 Closed $67.06 $0 0 0% -5,000 -25 0    Closed - End Fund - E...
   (RWJ)1 Year Chart         RWJ Oppenheimer Small Cap Rev ETF 301 Closed $61.65 $0 0 0% -2,000 -20 0    N/A
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 287 Closed $112.36 $0 0 0% -3,000 -15 0    Semiconductor Equipme...
   (PWR)1 Year Chart         PWR Quanta Services Inc 267 Closed $264.98 $0 0 0% -2,000 -10 0    General Contractors
   (XLU)1 Year Chart         XLU SPDR Utilities Select 293 Closed $70.27 $0 0 0% -8,000 -125 0    Closed - End Fund - E...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 273 Closed $471.61 $0 0 0% -5,000 -10 0    Aerospace/Defense - M...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 300 Closed $115.11 $0 0 0% -2,000 -20 0    Closed - End Fund - E...
   (CPRX)1 Year Chart         CPRX Catalyst Pharmaceutical Par... 282 Closed $14.72 $0 0 0% -2,000 -150 0    Drugs - Generic
   (TWNK)1 Year Chart         TWNK Hostess Brands Inc 266 Closed $33.30 $0 0 0% -4,000 -150 0    N/A
   (COP)1 Year Chart         COP ConocoPhillips 306 Closed $123.06 $0 0 0% -4,000 -40 0    Integrated Oil & Gas
   (MCK)1 Year Chart         MCK McKesson Corp 292 Closed $531.10 $0 0 0% -4,000 -12 0    Drugs Wholesale
   (ON)1 Year Chart         ON On Semiconductor Corp 272 Closed $70.67 $0 0 0% 0 -5 0    Semiconductor- Broad...
   (CF)1 Year Chart         CF CF Industries Holdings Inc 299 Closed $73.25 $0 0 0% -5,000 -70 0    Basic Materials Whole...
   (EQIX)1 Year Chart         EQIX Equinix Inc 281 Closed $692.71 $0 0 0% -4,000 -5 0    Telecom Services - Do...
   (CDC)1 Year Chart         CDC Victory CEMP US EQ Inc Enh ... 265 Closed $59.27 $0 0 0% -18,000 -300 0    N/A
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 305 Closed $140.25 $0 0 0% -5,000 -48 0    REIT - Diversified
   (TNK)1 Year Chart         TNK Teekay Tankers Ltd 291 Closed $63.54 $0 0 0% 0 -5 0    AirDelivery & Freight...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 271 Closed $180.93 $0 0 0% -3,000 -20 0    Oil & Gas Refining, P...
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 297 Closed $157.13 $0 0 0% -3,000 -20 0    Oil & Gas Equipment &...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 280 Closed $775.00 $0 0 0% -5,000 -14 0    Drug Manufacturers - ...
   (XSD)1 Year Chart         XSD streetTRACKS Series Trust -... 264 Closed $230.11 $0 0 0% -10,000 -50 0    Closed - End Fund - E...
   (DINO)1 Year Chart         DINO Hf Sinclair Corp 304 Closed $56.95 $0 0 0% -4,000 -75 0    N/A
   (INSW)1 Year Chart         INSW International Seaways, Inc. 290 Closed $61.29 $0 0 0% -1,000 -30 0    N/A
   (PBF)1 Year Chart         PBF PBF Energy Inc 270 Closed $50.26 $0 0 0% -2,000 -50 0    Oil & Gas Refining, P...
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 296 Closed $130.82 $0 0 0% -2,000 -14 0    Steel & Iron
   (MRK)1 Year Chart         MRK Merck & Co Inc 278 Closed $131.20 $0 0 0% -4,000 -40 0    Drug Manufacturers - ...
   (MGPI)1 Year Chart         MGPI MGP Ingredients Inc 263 Closed $82.22 $0 0 0% -4,000 -45 0    Processed & Packaged ...
   (HES)1 Year Chart         HES Hess Corporation 303 Closed $157.66 $0 0 0% -4,000 -30 0    Oil & Gas Refining, P...
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 289 Closed $45.20 $0 0 0% -4,000 -84 0    N/A
   (OGI)1 Year Chart         OGI Organigram Holdings 269 Closed $1.76 $0 0 0% 0 -100 0    N/A
   (CEIX)1 Year Chart         CEIX Consol Energy Inc. 295 Closed $85.71 $0 0 0% -4,000 -75 0    N/A
   (TLRY)1 Year Chart         TLRY Tilray Inc 275 Closed $1.95 $0 0 0% 0 -83 0    N/A

      37 Records Found
  1    
Page 1 of 1
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