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Name: |
KCS Wealth Advisory |
City: |
LOS ANGELES |
State: |
CA |
Zip: |
90064 |
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Holdings
Found :
22 |
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Closed Positions |
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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 |
|
AVGO |
Broadcom Limited |
143 |
Closed |
$1,332.80 |
$0 |
0 |
0% |
-254,000 |
-293 |
0 |
Semiconductor- Broad... |
|
MA |
MasterCard Inc A |
149 |
Closed |
$456.98 |
$0 |
0 |
0% |
-264,000 |
-670 |
0 |
Business Services |
|
FM |
Ishares Msci Frontier 100 Fund |
136 |
Closed |
$28.07 |
$0 |
0 |
0% |
-210,000 |
-8,114 |
0 |
N/A |
|
UPS |
United Parcel Service Inc |
142 |
Closed |
$147.37 |
$0 |
0 |
0% |
-208,000 |
-1,158 |
0 |
AirDelivery & Freight... |
|
AXP |
American Express Co |
148 |
Closed |
$242.30 |
$0 |
0 |
0% |
-203,000 |
-1,167 |
0 |
Credit Services |
|
ALX |
Alexanders Inc |
135 |
Closed |
$223.16 |
$0 |
0 |
0% |
-243,000 |
-1,323 |
0 |
REIT - Diversified |
|
TPH |
Tri Pointe Homes, Inc. |
141 |
Closed |
$39.77 |
$0 |
0 |
0% |
-231,000 |
-7,020 |
0 |
Residential Construct... |
|
AVEM |
Avantis Emerging Markets Eq... |
147 |
Closed |
$0.00 |
$0 |
0 |
0% |
-355,000 |
-6,593 |
0 |
N/A |
|
FLAX |
Franklin Ftse Asia Ex Japan... |
134 |
Closed |
$0.00 |
$0 |
0 |
0% |
-288,000 |
-13,711 |
0 |
N/A |
|
XVV |
Ishares Esg Screened S&p 50... |
153 |
Closed |
$0.00 |
$0 |
0 |
0% |
-316,000 |
-9,346 |
0 |
N/A |
|
IBTE |
Ishares Ibonds Dec 2024 Ter... |
140 |
Closed |
$0.00 |
$0 |
0 |
0% |
-527,000 |
-22,130 |
0 |
N/A |
|
MXI |
iShares S&P Global Material... |
146 |
Closed |
$86.97 |
$0 |
0 |
0% |
-214,000 |
-2,608 |
0 |
Closed - End Fund - E... |
|
GBIL |
Goldman Sachs Treasuryacces... |
133 |
Closed |
$99.84 |
$0 |
0 |
0% |
-352,000 |
-3,520 |
0 |
N/A |
|
MDY |
Standrd Poor Mdcp 400 SPDR |
152 |
Closed |
$547.09 |
$0 |
0 |
0% |
-412,000 |
-861 |
0 |
Closed - End Fund - E... |
|
SYK |
Stryker Corp |
139 |
Closed |
$330.58 |
$0 |
0 |
0% |
-209,000 |
-685 |
0 |
Medical Instruments &... |
|
IYW |
iShares Trust DJ US Sector |
145 |
Closed |
$133.97 |
$0 |
0 |
0% |
-206,000 |
-1,890 |
0 |
Closed - End Fund - E... |
|
GER |
Goldman Sachs Mlp & Energy ... |
132 |
Closed |
$0.74 |
$0 |
0 |
0% |
-2,535,000 |
-161,563 |
0 |
N/A |
|
VV |
Vanguard Large Cap VIPERS |
151 |
Closed |
$239.01 |
$0 |
0 |
0% |
-340,000 |
-1,675 |
0 |
Closed - End Fund - E... |
|
LOW |
Lowes Companies Inc |
138 |
Closed |
$235.03 |
$0 |
0 |
0% |
-339,000 |
-1,504 |
0 |
Home Improvement Stores |
|
IBN |
ICICI Bank Limited (ADR) |
144 |
Closed |
$26.79 |
$0 |
0 |
0% |
-202,000 |
-8,761 |
0 |
Foreign Money Center ... |
|
FLKR |
Franklin Ftse South Korea Etf |
150 |
Closed |
$0.00 |
$0 |
0 |
0% |
-387,000 |
-17,870 |
0 |
N/A |
|
IWF |
iShares Russell 1000 Growth |
137 |
Closed |
$336.67 |
$0 |
0 |
0% |
-203,000 |
-739 |
0 |
Closed - End Fund - E... |
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