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| Name: |
West Branch Capital LLC |
| City: |
AMHERST |
| State: |
MA |
| Zip: |
01004 |
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data |
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| Holdings
Found :
11 |
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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 |
|
SCHG |
Schwab Strategic Trust |
53 |
New |
$92.55 |
$493,000 |
5,318 |
0.2% |
493,000 |
5,318 |
0.001 |
Closed - End Fund - Debt |
|
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ARM |
Arm Holdings American Depos... |
73 |
New |
$106.07 |
$250,000 |
2,000 |
0.1% |
250,000 |
2,000 |
0 |
N/A |
|
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FIF |
First Trust Energy Infrastr... |
121 |
New |
$17.86 |
$107,000 |
5,911 |
0.04% |
107,000 |
5,911 |
0.034 |
N/A |
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UBER |
Uber Technologies, Inc |
138 |
New |
$66.40 |
$77,000 |
1,000 |
0.03% |
77,000 |
1,000 |
0 |
N/A |
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VOE |
Vanguard Mid-Cap Value ETF |
197 |
New |
$152.47 |
$30,000 |
194 |
0.01% |
30,000 |
194 |
0 |
Closed - End Fund - E... |
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DPSI |
Decisionpoint Systems Inc |
287 |
New |
$10.02 |
$9,000 |
1,000 |
0% |
9,000 |
1,000 |
0 |
Business Software & S... |
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B |
Barnes Group Inc |
332 |
New |
$37.45 |
$5,000 |
135 |
0% |
5,000 |
135 |
0 |
Industrial Equipment ... |
|
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MMT |
MFS Multimarket Income Trust |
339 |
New |
$4.63 |
$5,000 |
1,000 |
0% |
5,000 |
1,000 |
0 |
Closed - End Fund - Debt |
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PXLW |
Pixelworks Inc |
367 |
New |
$1.88 |
$3,000 |
1,120 |
0% |
3,000 |
1,120 |
0 |
Semiconductor - Integ... |
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CHWY |
Chewy, Inc. |
356 |
New |
$15.44 |
$3,000 |
200 |
0% |
3,000 |
200 |
0.005 |
N/A |
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PUBM |
Pubmatic, Inc. |
400 |
New |
$0.00 |
$0 |
5 |
0% |
0 |
5 |
0 |
N/A |
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