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| Name: |
Vista Wealth Management Group LLC |
| City: |
PALO ALTO |
| State: |
CA |
| Zip: |
94306 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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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 |
|
SBUX |
Starbucks Corp |
211 |
Closed |
$76.11 |
$0 |
0 |
0% |
-233,000 |
-2,423 |
0 |
Specialty Eateries |
|
|
UMC |
United Microelectronics Cor... |
210 |
Closed |
$8.06 |
$0 |
0 |
0% |
-94,000 |
-11,059 |
0 |
Semiconductor - Integ... |
|
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KLAC |
KLA-Tencor Corp |
209 |
Closed |
$718.27 |
$0 |
0 |
0% |
-226,000 |
-389 |
0 |
Semiconductor Equipme... |
|
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ROK |
Rockwell Automation Inc |
208 |
Closed |
$273.59 |
$0 |
0 |
0% |
-388,000 |
-1,249 |
0 |
Conglomerates |
|
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SCHW |
Charles Schwab Corp |
207 |
Closed |
$76.11 |
$0 |
0 |
0% |
-201,000 |
-2,918 |
0 |
Investment Brokerage ... |
|
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SCTXX |
Schwab AMT Tax-Free Money F... |
206 |
Closed |
$0.00 |
$0 |
0 |
0% |
-134,000 |
-133,655 |
0 |
N/A |
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SBSW |
Sibanye Stillwater Limited |
212 |
Closed |
$5.04 |
$0 |
0 |
0% |
-77,000 |
-14,117 |
0 |
Gold |
|
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PGRE |
Paramount Group, Inc. |
205 |
Closed |
$4.78 |
$0 |
0 |
0% |
-58,000 |
-11,256 |
0 |
N/A |
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