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Name: |
PFG Private Wealth Management LLC |
City: |
Lutz |
State: |
FL |
Zip: |
33548 |
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data |
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Holdings
Found :
17 |
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Closed Positions |
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Page 1 of 1 |
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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 |
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JCI |
Johnson Controls Internatio... |
229 |
Closed |
$66.88 |
$0 |
0 |
0% |
-10,000 |
-174 |
0 |
Conglomerates |
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DRI |
Darden Restaurants Inc |
237 |
Closed |
$148.94 |
$0 |
0 |
0% |
-11,000 |
-65 |
0 |
Restaurants |
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IWD |
iShares Russell 1000 Value |
201 |
Closed |
$177.42 |
$0 |
0 |
0% |
-11,000 |
-64 |
0 |
Closed - End Fund - E... |
|
IVW |
ishares tr S&P 500 BARRA GR |
228 |
Closed |
$85.26 |
$0 |
0 |
0% |
-5,000 |
-63 |
0 |
Closed - End Fund - E... |
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VONV |
Vanguard Russell 1000 Value... |
236 |
Closed |
$77.92 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
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VOOV |
Vanguard S&P 500 Value Etf |
200 |
Closed |
$178.50 |
$0 |
0 |
0% |
-53,000 |
-318 |
0 |
N/A |
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EWRE |
Invesco S&P 500 Equal Weigh... |
227 |
Closed |
$32.48 |
$0 |
0 |
0% |
0 |
-6 |
0 |
N/A |
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IYW |
iShares Trust DJ US Sector |
235 |
Closed |
$135.65 |
$0 |
0 |
0% |
-1,000 |
-5 |
0 |
Closed - End Fund - E... |
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JNJ |
Johnson & Johnson |
199 |
Closed |
$151.38 |
$0 |
0 |
0% |
-10,000 |
-61 |
0 |
Drug Manufacturers - ... |
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VTI |
Vanguard Total Stock Market... |
222 |
Closed |
$259.45 |
$0 |
0 |
0% |
-6,000 |
-27 |
0 |
Closed - End Fund - E... |
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CME |
CME Group Inc |
234 |
Closed |
$210.80 |
$0 |
0 |
0% |
-11,000 |
-52 |
0 |
Business Services |
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MDT |
Medtronic Plc |
198 |
Closed |
$84.30 |
$0 |
0 |
0% |
-11,000 |
-130 |
0.001 |
Medical Appliances & ... |
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EQIX |
Equinix Inc |
217 |
Closed |
$789.82 |
$0 |
0 |
0% |
-2,000 |
-2 |
0 |
Telecom Services - Do... |
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APD |
Air Products & Chemicals Inc |
233 |
Closed |
$248.56 |
$0 |
0 |
0% |
-10,000 |
-37 |
0 |
Diversified Chemicals |
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KLG |
Wk Kellogg Co |
211 |
Closed |
$21.13 |
$0 |
0 |
0% |
0 |
-27 |
0 |
N/A |
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DVN |
Devon Energy Corp |
232 |
Closed |
$49.83 |
$0 |
0 |
0% |
-10,000 |
-214 |
0 |
Independent Oil & Gas |
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HON |
Honeywell International Inc |
202 |
Closed |
$203.21 |
$0 |
0 |
0% |
-135,000 |
-646 |
0 |
Conglomerates |
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