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| Name: |
Monterey Private Wealth Inc. |
| City: |
MONTEREY |
| State: |
CA |
| Zip: |
93940 |
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data |
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| Holdings
Found :
6 |
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Closed Positions |
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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 |
|
KMB |
Kimberly Clark Corp |
113 |
Closed |
$136.29 |
$0 |
0 |
0% |
-307,000 |
-2,525 |
0 |
Paper & Paper Products |
|
|
BMY |
Bristol-Myers Squibb Co |
118 |
Closed |
$45.06 |
$0 |
0 |
0% |
-232,000 |
-4,527 |
0 |
Drug Manufacturers - ... |
|
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PZD |
Invesco Cleantech ETF |
117 |
Closed |
$41.81 |
$0 |
0 |
0% |
-240,000 |
-5,073 |
0 |
Closed - End Fund - E... |
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PRU |
Prudential Financial Inc |
116 |
Closed |
$117.80 |
$0 |
0 |
0% |
-345,000 |
-3,330 |
0 |
Life & Health Insurance |
|
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ADBE |
Adobe Systems Inc |
115 |
Closed |
$483.11 |
$0 |
0 |
0% |
-220,000 |
-369 |
0 |
Application Software |
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CTVA |
Corteva, Inc. |
114 |
Closed |
$57.30 |
$0 |
0 |
0% |
-200,000 |
-4,175 |
0 |
N/A |
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