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| Name: |
PBMares Wealth Management LLC |
| City: |
WILLIAMSBURG |
| State: |
VA |
| Zip: |
23185 |
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data |
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| Holdings
Found :
11 |
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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 |
|
SCHP |
Schwab U.S. Tips Etf |
183 |
Closed |
$51.58 |
$0 |
0 |
0% |
-200,000 |
-3,837 |
0 |
N/A |
|
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CTBI |
Community Trust Bancorp Inc |
189 |
Closed |
$44.00 |
$0 |
0 |
0% |
-201,000 |
-4,593 |
0 |
Domestic Regional Banks |
|
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VB |
Vanguard Small Cap VIPERS |
182 |
Closed |
$222.54 |
$0 |
0 |
0% |
-233,000 |
-1,095 |
0 |
Closed - End Fund - E... |
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XLF |
SPDR Financial Sector |
188 |
Closed |
$41.83 |
$0 |
0 |
0% |
-295,000 |
-7,848 |
0 |
Closed - End Fund - E... |
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GD |
General Dynamics Corp |
181 |
Closed |
$296.44 |
$0 |
0 |
0% |
-244,000 |
-940 |
0 |
Aerospace/Defense - M... |
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BNDX |
Vanguard Total Internationa... |
187 |
Closed |
$48.66 |
$0 |
0 |
0% |
-632,000 |
-12,805 |
0 |
N/A |
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XLU |
SPDR Utilities Select |
180 |
Closed |
$71.27 |
$0 |
0 |
0% |
-231,000 |
-3,651 |
0 |
Closed - End Fund - E... |
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SHBI |
Shore Bancshares Inc |
186 |
Closed |
$11.21 |
$0 |
0 |
0% |
-232,000 |
-16,247 |
0 |
Domestic Regional Banks |
|
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BMY |
Bristol-Myers Squibb Co |
179 |
Closed |
$44.94 |
$0 |
0 |
0% |
-212,000 |
-4,141 |
0 |
Drug Manufacturers - ... |
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MUB |
iShares S&P National Munici... |
185 |
Closed |
$106.80 |
$0 |
0 |
0% |
-263,000 |
-2,426 |
0 |
Closed - End Fund - E... |
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CARR |
Carrier Global Corp |
184 |
Closed |
$65.50 |
$0 |
0 |
0% |
-218,000 |
-3,788 |
0 |
N/A |
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