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| Name: |
Golden State Equity Partners |
| City: |
SOUTH COAST METRO |
| State: |
CA |
| Zip: |
92707 |
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data |
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| Holdings
Found :
26 |
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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 |
|
PII |
Polaris Industries Inc |
358 |
Closed |
$87.39 |
$0 |
0 |
0% |
-333,000 |
-3,200 |
0 |
Recreational Vehicles |
|
|
NGG |
National Grid Transco Plc (... |
377 |
Closed |
$70.80 |
$0 |
0 |
0% |
-221,000 |
-3,653 |
0 |
Foreign Utilities |
|
|
VOD |
Vodafone Group Public Limit... |
364 |
Closed |
$8.60 |
$0 |
0 |
0% |
-671,000 |
-70,754 |
0 |
Wireless Communications |
|
|
BSCO |
Invesco BulletShares 2024 C... |
383 |
Closed |
$21.04 |
$0 |
0 |
0% |
-238,000 |
-11,491 |
0 |
N/A |
|
|
BMY |
Bristol-Myers Squibb Co |
370 |
Closed |
$44.74 |
$0 |
0 |
0% |
-765,000 |
-13,188 |
0 |
Drug Manufacturers - ... |
|
|
HYG |
iShares iBoxx $ High Yield ... |
376 |
Closed |
$77.02 |
$0 |
0 |
0% |
-710,000 |
-9,635 |
0 |
Closed - End Fund - E... |
|
|
AWK |
American Water Works Compan... |
363 |
Closed |
$134.38 |
$0 |
0 |
0% |
-309,000 |
-2,492 |
0 |
Multi Utilities |
|
|
AMAT |
Applied Materials Inc |
382 |
Closed |
$206.33 |
$0 |
0 |
0% |
-738,000 |
-5,332 |
0 |
Semiconductor Equipme... |
|
|
BNGO |
Bionano Genomics, Inc |
369 |
Closed |
$0.98 |
$0 |
0 |
0% |
-30,000 |
-10,002 |
0 |
N/A |
|
|
LW |
Lamb Weston Holdings, Inc. |
375 |
Closed |
$83.83 |
$0 |
0 |
0% |
-713,000 |
-7,710 |
0 |
N/A |
|
|
FPE |
First Trust Preferred Secur... |
362 |
Closed |
$17.22 |
$0 |
0 |
0% |
-200,000 |
-12,498 |
0 |
N/A |
|
|
D |
Dominion Energy Inc |
381 |
Closed |
$52.84 |
$0 |
0 |
0% |
-201,000 |
-4,494 |
0 |
Electric Utilities |
|
|
DKS |
Dicks Sporting Goods Inc |
368 |
Closed |
$198.00 |
$0 |
0 |
0% |
-335,000 |
-3,082 |
0 |
Sporting Goods Stores |
|
|
STLA |
Stellantis N.V. |
374 |
Closed |
$21.76 |
$0 |
0 |
0% |
-655,000 |
-34,230 |
0 |
N/A |
|
|
ABR |
Arbor Realty Trust Inc |
361 |
Closed |
$12.84 |
$0 |
0 |
0% |
-154,000 |
-10,120 |
0 |
REIT - Diversified |
|
|
HMC |
Honda Motor Co Ltd (ADR) |
380 |
Closed |
$34.96 |
$0 |
0 |
0% |
-261,000 |
-7,763 |
0 |
Auto Manufacturers |
|
|
EQIX |
Equinix Inc |
367 |
Closed |
$772.43 |
$0 |
0 |
0% |
-322,000 |
-444 |
0 |
Telecom Services - Do... |
|
|
FMAY |
Ft Cboe Vest Us Equity Buff... |
373 |
Closed |
$0.00 |
$0 |
0 |
0% |
-211,000 |
-5,500 |
0 |
N/A |
|
|
BCE |
BCE Inc (USA) |
360 |
Closed |
$33.79 |
$0 |
0 |
0% |
-257,000 |
-6,732 |
0 |
Telecom Services - Do... |
|
|
IEI |
iShares Barclays 3-7 Year T... |
379 |
Closed |
$114.58 |
$0 |
0 |
0% |
-1,064,000 |
-9,407 |
0 |
Closed - End Fund - E... |
|
|
BSCN |
Invesco Bulletshares 2023 C... |
366 |
Closed |
$21.19 |
$0 |
0 |
0% |
-232,000 |
-10,927 |
0 |
N/A |
|
|
PFF |
iShares S&P U.S. Preferred ... |
372 |
Closed |
$31.38 |
$0 |
0 |
0% |
-262,000 |
-8,700 |
0 |
Closed - End Fund - E... |
|
|
CIU |
iShares Barclays Intermedia... |
359 |
Closed |
$50.86 |
$0 |
0 |
0% |
-1,602,000 |
-32,923 |
0 |
Closed - End Fund - E... |
|
|
DOW |
DOW Inc |
378 |
Closed |
$59.45 |
$0 |
0 |
0% |
-428,000 |
-8,296 |
0 |
Diversified Chemicals |
|
|
PFM |
Invesco Dividend Achievers ... |
365 |
Closed |
$42.20 |
$0 |
0 |
0% |
-1,758,000 |
-48,115 |
0 |
Closed - End Fund - Debt |
|
|
AMCR |
Amcor Plc |
371 |
Closed |
$10.32 |
$0 |
0 |
0% |
-119,000 |
-12,939 |
0 |
N/A |
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