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| Name: |
WT Wealth Management |
| City: |
FLAGSTAFF |
| State: |
AZ |
| Zip: |
86001 |
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data |
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| Holdings
Found :
18 |
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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 |
|
BRK.B |
Berkshire Hathaway B |
119 |
Closed |
$406.37 |
$0 |
0 |
0% |
-1,294,000 |
-3,693 |
0 |
Property & Casualty I... |
|
|
ADM |
Archer Daniels Midland Co |
125 |
Closed |
$62.03 |
$0 |
0 |
0% |
-1,147,000 |
-15,209 |
0 |
Food - Major Diversified |
|
|
TJX |
TJX Companies Inc |
112 |
Closed |
$98.50 |
$0 |
0 |
0% |
-1,213,000 |
-13,642 |
0 |
Discount, Variety Stores |
|
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CVX |
Chevron Corp |
118 |
Closed |
$162.54 |
$0 |
0 |
0% |
-1,462,000 |
-8,673 |
0 |
Integrated Oil & Gas |
|
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BAC |
Bank of America Corp |
124 |
Closed |
$37.71 |
$0 |
0 |
0% |
-1,187,000 |
-43,369 |
0 |
Domestic Money Center... |
|
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UNH |
Unitedhealth Group Inc |
111 |
Closed |
$503.21 |
$0 |
0 |
0% |
-1,308,000 |
-2,594 |
0 |
Health Care Plans |
|
|
VFVA |
Vanguard Us Value Factor Etf |
117 |
Closed |
$0.00 |
$0 |
0 |
0% |
-813,000 |
-8,119 |
0 |
N/A |
|
|
XMLV |
Invesco S&P MidCap Low Vola... |
123 |
Closed |
$56.01 |
$0 |
0 |
0% |
-1,462,000 |
-29,737 |
0 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
110 |
Closed |
$303.01 |
$0 |
0 |
0% |
-1,251,000 |
-5,335 |
0 |
Networking & Communic... |
|
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VOO |
Vanguard S&P 500 Etf |
116 |
Closed |
$475.42 |
$0 |
0 |
0% |
-253,000 |
-644 |
0 |
Closed - End Fund - E... |
|
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STZ |
Constellation Brands Inc |
122 |
Closed |
$258.36 |
$0 |
0 |
0% |
-1,192,000 |
-4,744 |
0 |
Beverage - Wineries &... |
|
|
VRIG |
Invesco Variable Rate Inves... |
109 |
Closed |
$25.16 |
$0 |
0 |
0% |
-12,366,000 |
-495,734 |
0 |
N/A |
|
|
UCO |
ProShares Ultra Bloomberg C... |
115 |
Closed |
$1.35 |
$0 |
0 |
0% |
-212,000 |
-6,000 |
0 |
N/A |
|
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DKS |
Dicks Sporting Goods Inc |
121 |
Closed |
$196.15 |
$0 |
0 |
0% |
-1,191,000 |
-10,968 |
0 |
Sporting Goods Stores |
|
|
RES |
RPC Inc |
114 |
Closed |
$6.75 |
$0 |
0 |
0% |
-98,000 |
-11,015 |
0 |
Oil & Gas Equipment &... |
|
|
SCHW |
Charles Schwab Corp |
120 |
Closed |
$76.40 |
$0 |
0 |
0% |
-1,347,000 |
-24,543 |
0 |
Investment Brokerage ... |
|
|
FTSM |
First Trust Enhanced Short ... |
126 |
Closed |
$59.66 |
$0 |
0 |
0% |
-210,000 |
-3,524 |
0 |
N/A |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
113 |
Closed |
$388.48 |
$0 |
0 |
0% |
-1,243,000 |
-3,112 |
0 |
Personal Services |
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