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| Name: |
CAPITAL PERFORMANCE ADVISORS LLP |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94598 |
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data |
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| Holdings
Found :
10 |
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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 |
|
BITF |
Bitfarms Ord Shs |
84 |
Closed |
$1.59 |
$0 |
0 |
0% |
-29,000 |
-10,000 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
90 |
Closed |
$170.90 |
$0 |
0 |
0% |
-273,000 |
-1,939 |
0 |
Search Engines & Info... |
|
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LCID |
Lucid Group, Inc. |
89 |
Closed |
$2.81 |
$0 |
0 |
0% |
-43,000 |
-10,100 |
0 |
N/A |
|
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DLR |
Digital Realty Trust Inc |
88 |
Closed |
$143.09 |
$0 |
0 |
0% |
-203,000 |
-1,509 |
0 |
REIT - Diversified |
|
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LIACF |
American Lithium Ord Shs |
87 |
Closed |
$0.00 |
$0 |
0 |
0% |
-11,000 |
-10,000 |
0 |
N/A |
|
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SCHG |
Schwab Strategic Trust |
93 |
Closed |
$92.91 |
$0 |
0 |
0% |
-219,000 |
-2,638 |
0 |
Closed - End Fund - Debt |
|
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DIS |
Walt Disney Co |
86 |
Closed |
$105.83 |
$0 |
0 |
0% |
-285,000 |
-3,162 |
0 |
Entertainment - Diver... |
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DHT |
DHT Maritime Inc |
92 |
Closed |
$12.15 |
$0 |
0 |
0% |
-98,000 |
-10,019 |
0 |
Water Transportation |
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GNW |
Genworth Financial Inc |
85 |
Closed |
$6.55 |
$0 |
0 |
0% |
-334,000 |
-50,054 |
0 |
Life & Health Insurance |
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AMWL |
American Well Corp |
91 |
Closed |
$0.49 |
$0 |
0 |
0% |
-58,000 |
-38,840 |
0 |
N/A |
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