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| Holdings Found : 4 | View All Holdings | Currently Viewing: Closed Positions | Page 1 of 1 | ||||
Menu |
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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VTES | Vanguard Short-term Tax-exe... | 97 | Closed | $0.00 | $0 | 0 | 0% | -278,000 | -2,746 | 0 | N/A |
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BSCR | Invesco Bulletshares 2027 C... | 96 | Closed | $0.00 | $0 | 0 | 0% | -236,000 | -12,142 | 0 | N/A |
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VOO | Vanguard S&P 500 Etf | 99 | Closed | $486.69 | $0 | 0 | 0% | -233,000 | -533 | 0 | Closed - End Fund - E... |
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SRE | Sempra Energy | 98 | Closed | $71.98 | $0 | 0 | 0% | -204,000 | -2,731 | 0 | Electric Utilities |
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