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Name: |
Beta Wealth Group Inc. |
City: |
SAN DIEGO |
State: |
CA |
Zip: |
92127 |
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Holdings
Found :
5 |
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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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IYZ |
iShares Dow Jones US Teleco... |
108 |
Closed |
$0.00 |
$0 |
0 |
0% |
-895,000 |
-42,041 |
0 |
Closed - End Fund - E... |
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MPC |
Marathon Petroleum Corp |
107 |
Closed |
$174.51 |
$0 |
0 |
0% |
-409,000 |
-2,702 |
0 |
Oil & Gas Refining, P... |
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PEP |
Pepsico Inc |
106 |
Closed |
$179.87 |
$0 |
0 |
0% |
-3,404,000 |
-20,088 |
0 |
Beverage Soft Drinks... |
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SUB |
iShares S&P S/T Natnl AMT-F... |
110 |
Closed |
$104.68 |
$0 |
0 |
0% |
-553,000 |
-5,372 |
0 |
Closed - End Fund - Debt |
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ATVI |
Activision Blizzard Inc |
109 |
Closed |
$94.42 |
$0 |
0 |
0% |
-1,557,000 |
-16,629 |
0 |
Multimedia & Graphics... |
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