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| Name: |
Horst & Graben Wealth Management LLC |
| City: |
LAKE OSWEGO |
| State: |
OR |
| Zip: |
97035 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
7 |
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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 |
|
HYDB |
Ishares Edge High Yield Def... |
150 |
Closed |
$0.00 |
$0 |
0 |
0% |
-213,000 |
-4,605 |
0 |
N/A |
|
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SCHA |
Schwab Strategic Trust |
149 |
Closed |
$48.09 |
$0 |
0 |
0% |
-223,000 |
-4,711 |
0 |
Closed - End Fund - Debt |
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KIM |
Kimco Realty Corp |
148 |
Closed |
$19.15 |
$0 |
0 |
0% |
-300,000 |
-14,080 |
0 |
REIT - Retail |
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SCHD |
Schwab US Dividend Equity ETF |
147 |
Closed |
$79.56 |
$0 |
0 |
0% |
-219,000 |
-2,880 |
0 |
N/A |
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BA |
Boeing Co |
146 |
Closed |
$178.44 |
$0 |
0 |
0% |
-209,000 |
-804 |
0 |
Aerospace/Defense - M... |
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IJH |
iShares S&P MidCap 400 Index |
145 |
Closed |
$59.78 |
$0 |
0 |
0% |
-1,006,000 |
-3,628 |
0 |
Closed - End Fund - E... |
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USFR |
Wisdomtree Bloomberg Floati... |
151 |
Closed |
$50.43 |
$0 |
0 |
0% |
-3,030,000 |
-60,319 |
0 |
N/A |
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