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| Name: |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
| City: |
WILLIAMSVILLE |
| State: |
NY |
| Zip: |
14221 |
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data |
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| Holdings
Found :
29 |
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Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
XXII |
22nd Century Group Inc |
284 |
Closed |
$0.12 |
$0 |
0 |
0% |
0 |
-35 |
0 |
Biotechnology |
|
|
FMAR |
Ft Cboe Vest Us Equity Buff... |
293 |
Closed |
$0.00 |
$0 |
0 |
0% |
-39,000 |
-1,050 |
0 |
N/A |
|
|
BUD |
Anheuser-Busch InBev SA |
271 |
Closed |
$65.67 |
$0 |
0 |
0% |
-6,000 |
-100 |
0 |
Beverage - Brewers |
|
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TLO |
Talon Metals Corp |
299 |
Closed |
$26.92 |
$0 |
0 |
0% |
0 |
-27 |
0 |
Closed - End Fund - E... |
|
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CFT |
iShares Barclays Credit Bond |
283 |
Closed |
$50.01 |
$0 |
0 |
0% |
-10,000 |
-211 |
0 |
Closed - End Fund - E... |
|
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VYMI |
Vanguard International High... |
305 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,000 |
-78 |
0 |
N/A |
|
|
KHC |
Kraft Heinz Co |
292 |
Closed |
$36.19 |
$0 |
0 |
0% |
-1,000 |
-35 |
0 |
N/A |
|
|
LULU |
Lululemon Athletica Inc |
270 |
Closed |
$352.35 |
$0 |
0 |
0% |
-6,000 |
-13 |
0 |
Textile - Apparel Clo... |
|
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VTWO |
Vanguard Russell 2000 Etf |
298 |
Closed |
$83.65 |
$0 |
0 |
0% |
-4,000 |
-52 |
0 |
N/A |
|
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LVMUY |
LVMH Moet Hennessy Louis Vu... |
282 |
Closed |
$171.92 |
$0 |
0 |
0% |
-23,000 |
-145 |
0 |
Textile - Apparel Clo... |
|
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MUB |
iShares S&P National Munici... |
304 |
Closed |
$106.86 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Closed - End Fund - E... |
|
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GOVT |
Ishares Barclays Us Treasur... |
288 |
Closed |
$0.00 |
$0 |
0 |
0% |
-13,000 |
-592 |
0 |
N/A |
|
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VEA |
Vanguard Europe Pacific ETF |
269 |
Closed |
$49.56 |
$0 |
0 |
0% |
-9,000 |
-189 |
0 |
Closed - End Fund - F... |
|
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SPY |
Standard & Poors Depository... |
297 |
Closed |
$523.30 |
$0 |
0 |
0% |
-7,000 |
-16 |
0 |
Closed - End Fund - E... |
|
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FSMB |
First Trust Short Duration ... |
281 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,471,000 |
-324,387 |
0 |
N/A |
|
|
VMBS |
Vanguard Mortgage-Backed S |
303 |
Closed |
$45.06 |
$0 |
0 |
0% |
-11,000 |
-254 |
0 |
Closed - End Fund - Debt |
|
|
SCHW.PJ |
Charles Schwab Ds Each Rep ... |
287 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-80 |
0 |
N/A |
|
|
VTRS |
Upjohn Inc |
267 |
Closed |
$11.14 |
$0 |
0 |
0% |
-2,000 |
-223 |
0.003 |
N/A |
|
|
SRNE |
Sorrento Therapeutics Inc |
296 |
Closed |
$0.01 |
$0 |
0 |
0% |
0 |
-3,600 |
0 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
274 |
Closed |
$111.24 |
$0 |
0 |
0% |
0 |
-5 |
0 |
Closed - End Fund - E... |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
302 |
Closed |
$50.44 |
$0 |
0 |
0% |
-11,000 |
-235 |
0 |
N/A |
|
|
BBT |
Truist Financial Corp |
286 |
Closed |
$35.64 |
$0 |
0 |
0% |
-3,000 |
-83 |
0 |
Domestic Regional Banks |
|
|
SWKS |
Skyworks Solutions Inc |
295 |
Closed |
$94.42 |
$0 |
0 |
0% |
-29,000 |
-260 |
0 |
Semiconductor - Integ... |
|
|
IVV |
iShares Core S&P 500 Etf |
273 |
Closed |
$525.96 |
$0 |
0 |
0% |
-1,000 |
-3 |
0 |
Closed - End Fund - E... |
|
|
SNVP |
Savoy Energy Corp |
301 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-50,000 |
0 |
N/A |
|
|
IWW |
iShares Russell 3000 Value |
285 |
Closed |
$89.44 |
$0 |
0 |
0% |
-22,000 |
-267 |
0 |
Closed - End Fund - E... |
|
|
CHWY |
Chewy, Inc. |
294 |
Closed |
$16.83 |
$0 |
0 |
0% |
0 |
-33 |
0 |
N/A |
|
|
IWZ |
iShares Russell 3000 Growth |
272 |
Closed |
$118.18 |
$0 |
0 |
0% |
-16,000 |
-160 |
0 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
300 |
Closed |
$44.02 |
$0 |
0 |
0% |
-6,000 |
-167 |
0 |
Closed - End Fund - E... |
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