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Name: |
PURE FINANCIAL ADVISORS, INC. |
City: |
SAN DIEGO |
State: |
CA |
Zip: |
92108 |
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Holdings
Found :
14 |
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Closed Positions |
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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 |
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OXY |
Occidental Petroleum Corp |
326 |
Closed |
$63.68 |
$0 |
0 |
0% |
-204,000 |
-3,423 |
0 |
Independent Oil & Gas |
|
SO |
Southern Co |
319 |
Closed |
$77.63 |
$0 |
0 |
0% |
-232,000 |
-3,311 |
0 |
Electric Utilities |
|
ECL |
Ecolab Inc |
325 |
Closed |
$233.23 |
$0 |
0 |
0% |
-207,000 |
-1,045 |
0 |
Cleaning Products |
|
CW |
Curtiss Wright Corp |
318 |
Closed |
$274.24 |
$0 |
0 |
0% |
-238,000 |
-1,067 |
0 |
Aerospace/Defense Pro... |
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SCHK |
Schwab 1000 Index ETF |
324 |
Closed |
$49.98 |
$0 |
0 |
0% |
-255,000 |
-5,547 |
0 |
N/A |
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AVUS |
Avantis Us Equity Etf |
317 |
Closed |
$0.00 |
$0 |
0 |
0% |
-377,000 |
-4,617 |
0 |
N/A |
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CVS |
CVS/Caremark Corp |
323 |
Closed |
$54.91 |
$0 |
0 |
0% |
-202,000 |
-2,552 |
0 |
Drug Stores |
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IMGN |
Immunogen Inc |
316 |
Closed |
$31.23 |
$0 |
0 |
0% |
-237,000 |
-8,000 |
0 |
Drug Manufacturers - ... |
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NEOV |
Neovolta Inc. |
322 |
Closed |
$0.00 |
$0 |
0 |
0% |
-17,000 |
-10,753 |
0 |
N/A |
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XLE |
SPDR Energy Sector |
315 |
Closed |
$93.10 |
$0 |
0 |
0% |
-204,000 |
-2,429 |
0 |
Closed - End Fund - E... |
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LUMN |
Lumen Technologies, Inc |
321 |
Closed |
$1.28 |
$0 |
0 |
0% |
-20,000 |
-10,661 |
0 |
Telecom Services - Do... |
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PYPL |
Paypal Holdings, Inc. |
327 |
Closed |
$63.81 |
$0 |
0 |
0% |
-408,000 |
-6,647 |
0 |
N/A |
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TDY |
Teledyne Technologies Inc |
314 |
Closed |
$391.72 |
$0 |
0 |
0% |
-231,000 |
-517 |
0 |
Aerospace/Defense Pro... |
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ITW |
Illinois Tool Works Inc |
320 |
Closed |
$247.40 |
$0 |
0 |
0% |
-218,000 |
-832 |
0 |
Diversified Machinery |
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