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| Name: |
SURIENCE PRIVATE WEALTH LLC |
| City: |
YAKIMA |
| State: |
WA |
| Zip: |
98901 |
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data |
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| Holdings
Found :
8 |
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Closed Positions |
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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 |
|
BABA |
Alibaba Group Holding Limited |
27 |
Closed |
$80.04 |
$0 |
0 |
0% |
-1,683,000 |
-19,406 |
0 |
N/A |
|
|
SHOP |
Shopify Inc |
26 |
Closed |
$58.94 |
$0 |
0 |
0% |
-1,693,000 |
-31,032 |
0 |
N/A |
|
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ROKU |
Roku, Inc |
25 |
Closed |
$57.91 |
$0 |
0 |
0% |
-1,671,000 |
-23,671 |
0 |
N/A |
|
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IWY |
iShares Trust |
24 |
Closed |
$195.92 |
$0 |
0 |
0% |
-10,435,000 |
-67,834 |
0 |
N/A |
|
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CAT |
Caterpillar Inc |
30 |
Closed |
$354.79 |
$0 |
0 |
0% |
-3,603,000 |
-13,198 |
0 |
Farm & Construction M... |
|
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ETN |
Eaton Corp |
23 |
Closed |
$330.57 |
$0 |
0 |
0% |
-1,799,000 |
-8,433 |
0 |
Diversified Machinery |
|
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SQ |
Square Inc |
29 |
Closed |
$71.31 |
$0 |
0 |
0% |
-1,677,000 |
-37,885 |
0 |
N/A |
|
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V |
Visa Inc |
28 |
Closed |
$280.74 |
$0 |
0 |
0% |
-3,509,000 |
-15,255 |
0 |
Business Services |
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