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| Name: |
MinichMacGregor Wealth Management LLC |
| City: |
SARATOGA SPRINGS |
| State: |
NY |
| Zip: |
12866 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Currently
Viewing:
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 |
|
PXJ |
Invesco Dynamic Oil And Gas... |
105 |
Closed |
$5.40 |
$0 |
0 |
0% |
-328,000 |
-11,421 |
0 |
Closed - End Fund - Debt |
|
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MCD |
McDonalds Corp |
111 |
Closed |
$267.95 |
$0 |
0 |
0% |
-649,000 |
-2,189 |
0 |
Restaurants |
|
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MDY |
Standrd Poor Mdcp 400 SPDR |
117 |
Closed |
$547.97 |
$0 |
0 |
0% |
-304,000 |
-600 |
0 |
Closed - End Fund - E... |
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EQT |
EQT Corp |
110 |
Closed |
$40.09 |
$0 |
0 |
0% |
-4,631,000 |
-119,785 |
0 |
Gas Utilities |
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IWM |
iShares Tr Russell 2000 Indx |
116 |
Closed |
$205.86 |
$0 |
0 |
0% |
-205,000 |
-1,020 |
0 |
Closed - End Fund - E... |
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SCHW |
Charles Schwab Corp |
109 |
Closed |
$75.44 |
$0 |
0 |
0% |
-400,000 |
-5,818 |
0 |
Investment Brokerage ... |
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DIS |
Walt Disney Co |
115 |
Closed |
$105.80 |
$0 |
0 |
0% |
-367,000 |
-4,067 |
0 |
Entertainment - Diver... |
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SPHQ |
Powershares S&P 500 High Q |
108 |
Closed |
$59.88 |
$0 |
0 |
0% |
-242,000 |
-4,466 |
0 |
Closed - End Fund - Debt |
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HD |
Home Depot Inc |
114 |
Closed |
$347.44 |
$0 |
0 |
0% |
-387,000 |
-1,115 |
0 |
Home Improvement Stores |
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IYM |
iShares Dow Jones US Basic ... |
107 |
Closed |
$145.25 |
$0 |
0 |
0% |
-297,000 |
-2,147 |
0 |
Closed - End Fund - E... |
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IAU |
iShares COMEX Gold Trust |
113 |
Closed |
$44.33 |
$0 |
0 |
0% |
-7,758,000 |
-198,760 |
0 |
Closed - End Fund - E... |
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NKE |
Nike Inc B |
119 |
Closed |
$93.39 |
$0 |
0 |
0% |
-259,000 |
-2,385 |
0 |
Textile - Apparel Foo... |
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SDY |
streetTRACKS Series Trust -... |
106 |
Closed |
$130.97 |
$0 |
0 |
0% |
-269,000 |
-2,150 |
0 |
Closed - End Fund - E... |
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SLV |
iShares Silver Trust ETF |
112 |
Closed |
$25.86 |
$0 |
0 |
0% |
-340,000 |
-15,599 |
0 |
Closed - End Fund - E... |
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VONG |
Vanguard Russell 1000 Growt... |
118 |
Closed |
$86.52 |
$0 |
0 |
0% |
-460,000 |
-5,891 |
0 |
N/A |
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