Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Bridge Advisory LLC
  City: PASADENA
  State: CA
  Zip: 91109
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $201,516,000
  Total Value Change : $2,111,000
  Securities Held Change : -6
   
All Securities Held : 101
  New Positions : 8
  Closed Positions : 16
  Increased Positions : 37
  Unchanged Positions : 3
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 102 Closed $77.07 $0 0 0% -684,000 -9,935 0    Investment Brokerage ...
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 108 Closed $50.44 $0 0 0% -749,000 -14,905 0    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 114 Closed $0.00 $0 0 0% -272,000 -2,862 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 107 Closed $475.95 $0 0 0% -209,000 -350 0    Application Software
   (RFV)1 Year Chart         RFV Invesco S&P Midcap 400 Pure... 113 Closed $117.48 $0 0 0% -233,000 -1,997 0    Closed - End Fund - E...
   (ERH)1 Year Chart         ERH Wells Fargo Adv Util High 106 Closed $9.96 $0 0 0% -189,000 -20,545 0    Closed - End Fund - Debt
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 112 Closed $90.86 $0 0 0% -268,000 -2,715 0    Closed - End Fund - E...
   (PDT)1 Year Chart         PDT Hancock John Patriot Premiu... 105 Closed $11.65 $0 0 0% -343,000 -32,208 0    Closed - End Fund - Debt
   (QQQX)1 Year Chart         QQQX Nasdaq Premium Income & Gro... 111 Closed $23.79 $0 0 0% -283,000 -12,221 0    Closed - End Fund - Debt
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 117 Closed $49.53 $0 0 0% -205,000 -4,386 0    Closed - End Fund - E...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 104 Closed $38.18 $0 0 0% -207,000 -5,173 0    N/A
   (EDV)1 Year Chart         EDV Vanguard Extended Dur Tre I... 110 Closed $71.95 $0 0 0% -2,258,000 -27,870 0    Closed - End Fund - Debt
   (ZROZ)1 Year Chart         ZROZ Pimco ETF Trust 116 Closed $73.63 $0 0 0% -2,931,000 -34,349 0    Closed - End Fund - Debt
   (REMX)1 Year Chart         REMX VANECK Vectors Rare Earth/S... 103 Closed $55.95 $0 0 0% -1,388,000 -22,555 0    Staffing & Outsourcin...
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 109 Closed $45.06 $0 0 0% -2,662,000 -57,419 0    Closed - End Fund - Debt
   (PCN)1 Year Chart         PCN Pimco Corporate Income Fund 115 Closed $12.61 $0 0 0% -503,000 -40,526 0    Closed - End Fund - Debt
      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us