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| Name: |
Insight Wealth Strategies LLC |
| City: |
San Ramon |
| State: |
CA |
| Zip: |
94583 |
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data |
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| Holdings
Found :
26 |
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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 |
|
CMCSA |
Comcast Corp |
160 |
Closed |
$39.31 |
$0 |
0 |
0% |
-2,902,000 |
-66,183 |
0 |
CATV Systems |
|
|
INTC |
Intel Corp |
179 |
Closed |
$29.85 |
$0 |
0 |
0% |
-2,227,000 |
-44,313 |
0 |
Semiconductor- Broad... |
|
|
GPC |
Genuine Parts Co |
166 |
Closed |
$155.27 |
$0 |
0 |
0% |
-1,634,000 |
-11,800 |
0 |
Auto Parts Wholesale |
|
|
CVS |
CVS/Caremark Corp |
185 |
Closed |
$55.82 |
$0 |
0 |
0% |
-1,757,000 |
-22,255 |
0 |
Drug Stores |
|
|
MRK |
Merck & Co Inc |
172 |
Closed |
$131.20 |
$0 |
0 |
0% |
-2,320,000 |
-21,281 |
0 |
Drug Manufacturers - ... |
|
|
ALB |
Albemarle Corp |
178 |
Closed |
$129.62 |
$0 |
0 |
0% |
-1,352,000 |
-9,360 |
0 |
Synthetics |
|
|
CTRA |
Coterra Energy Inc |
165 |
Closed |
$28.08 |
$0 |
0 |
0% |
-1,776,000 |
-69,611 |
0 |
Independent Oil & Gas |
|
|
BLMN |
Bloomin Brands, Inc. |
184 |
Closed |
$23.05 |
$0 |
0 |
0% |
-1,510,000 |
-53,635 |
0 |
Restaurants |
|
|
NYCB |
New York Community Bancorp Inc |
171 |
Closed |
$3.45 |
$0 |
0 |
0% |
-1,362,000 |
-133,093 |
0 |
Savings & Loans |
|
|
IEMG |
Ishares Core Msci Emerging ... |
177 |
Closed |
$53.31 |
$0 |
0 |
0% |
-204,000 |
-4,034 |
0 |
N/A |
|
|
STEM |
Star Peak Energy Transition... |
164 |
Closed |
$1.20 |
$0 |
0 |
0% |
-1,274,000 |
-328,364 |
0 |
N/A |
|
|
CIG |
Compania Energetica de Mina... |
183 |
Closed |
$2.47 |
$0 |
0 |
0% |
-57,000 |
-24,498 |
0 |
Foreign Utilities |
|
|
XLE |
SPDR Energy Sector |
170 |
Closed |
$93.83 |
$0 |
0 |
0% |
-321,000 |
-3,830 |
0 |
Closed - End Fund - E... |
|
|
BKLN |
Powershares Senior Loan Por... |
176 |
Closed |
$21.20 |
$0 |
0 |
0% |
-3,399,000 |
-160,465 |
0 |
N/A |
|
|
NOC |
Northrop Grumman Corp |
163 |
Closed |
$474.80 |
$0 |
0 |
0% |
-1,292,000 |
-2,760 |
0 |
Aerospace/Defense - M... |
|
|
ARCH |
Arch Resources |
182 |
Closed |
$28.45 |
$0 |
0 |
0% |
-2,097,000 |
-12,640 |
0 |
Industrial Metals & M... |
|
|
GILD |
Gilead Sciences Inc |
169 |
Closed |
$65.96 |
$0 |
0 |
0% |
-1,978,000 |
-24,412 |
0 |
Biotechnology |
|
|
LNTH |
Lantheus Holdings, Inc. |
175 |
Closed |
$76.02 |
$0 |
0 |
0% |
-1,139,000 |
-18,365 |
0 |
N/A |
|
|
EQIX |
Equinix Inc |
162 |
Closed |
$757.68 |
$0 |
0 |
0% |
-3,067,000 |
-3,808 |
0 |
Telecom Services - Do... |
|
|
SPSC |
Sps Commerce Inc |
181 |
Closed |
$192.45 |
$0 |
0 |
0% |
-1,900,000 |
-9,804 |
0 |
Networking & Communic... |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
168 |
Closed |
$0.00 |
$0 |
0 |
0% |
-18,890,000 |
-206,696 |
0 |
Closed - End Fund - E... |
|
|
MDT |
Medtronic Plc |
174 |
Closed |
$82.84 |
$0 |
0 |
0% |
-1,672,000 |
-20,295 |
0 |
Medical Appliances & ... |
|
|
KO |
Coca-Cola Co |
161 |
Closed |
$63.26 |
$0 |
0 |
0% |
-2,067,000 |
-35,069 |
0 |
Beverage Soft Drinks... |
|
|
SBUX |
Starbucks Corp |
180 |
Closed |
$76.11 |
$0 |
0 |
0% |
-1,042,000 |
-10,858 |
0 |
Specialty Eateries |
|
|
ZION |
Zions Bancorporation |
167 |
Closed |
$44.32 |
$0 |
0 |
0% |
-1,836,000 |
-41,850 |
0 |
Domestic Regional Banks |
|
|
MCD |
McDonalds Corp |
173 |
Closed |
$275.00 |
$0 |
0 |
0% |
-2,145,000 |
-7,235 |
0 |
Restaurants |
|
