| |
|
|
| Name: |
Zhang Financial LLC |
| City: |
PORTAGE |
| State: |
MI |
| Zip: |
49024 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
10 |
|
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 |
|
ENLC |
Enlink Midstream, Llc |
266 |
Closed |
$13.47 |
$0 |
0 |
0% |
-196,000 |
-16,142 |
0 |
Independent Oil & Gas |
|
|
SLV |
iShares Silver Trust ETF |
272 |
Closed |
$25.77 |
$0 |
0 |
0% |
-201,000 |
-9,224 |
0 |
Closed - End Fund - E... |
|
|
UPS |
United Parcel Service Inc |
271 |
Closed |
$147.37 |
$0 |
0 |
0% |
-531,000 |
-3,375 |
0 |
AirDelivery & Freight... |
|
|
BIOL |
Biolase Inc |
270 |
Closed |
$0.07 |
$0 |
0 |
0% |
-15,000 |
-13,770 |
0 |
Medical Instruments &... |
|
|
IWZ |
iShares Russell 3000 Growth |
269 |
Closed |
$117.44 |
$0 |
0 |
0% |
-290,000 |
-2,781 |
0 |
Closed - End Fund - E... |
|
|
CCE |
Coca-Cola Enterprises Inc |
275 |
Closed |
$73.83 |
$0 |
0 |
0% |
-363,000 |
-5,432 |
0 |
Beverage Soft Drinks... |
|
|
IWW |
iShares Russell 3000 Value |
268 |
Closed |
$89.21 |
$0 |
0 |
0% |
-368,000 |
-4,361 |
0 |
Closed - End Fund - E... |
|
|
IYW |
iShares Trust DJ US Sector |
274 |
Closed |
$133.97 |
$0 |
0 |
0% |
-287,000 |
-2,337 |
0 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
267 |
Closed |
$17.17 |
$0 |
0 |
0% |
-202,000 |
-12,054 |
0 |
Long Distance Carriers |
|
|
BSV |
Vanguard Short-Term Bond |
273 |
Closed |
$76.21 |
$0 |
0 |
0% |
-217,000 |
-2,813 |
0 |
Closed - End Fund - E... |
|
