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| Name: |
HB Wealth Management LLC |
| City: |
Atlanta |
| State: |
GA |
| Zip: |
30026 |
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data |
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Filing Period: |
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| Holdings
Found :
25 |
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Viewing:
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 |
|
TMFG |
Motley Fool Global Opportun... |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-266,000 |
-9,566 |
0 |
N/A |
|
|
MAA |
Mid America Apartment Commu... |
|
Closed |
$132.99 |
$0 |
0 |
0% |
-3,006,000 |
-22,359 |
0 |
REIT - Diversified |
|
|
BXP |
Boston Properties Inc |
|
Closed |
$60.12 |
$0 |
0 |
0% |
-201,000 |
-2,867 |
0 |
REIT - Office |
|
|
RBT |
Rubicon Technologies Ord Sh... |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-96,000 |
-52,083 |
0 |
N/A |
|
|
OGE |
OGE Energy Corp |
|
Closed |
$36.02 |
$0 |
0 |
0% |
-231,000 |
-6,611 |
0 |
Electric Utilities |
|
|
SLRC |
Solar Capital Ltd. |
|
Closed |
$15.62 |
$0 |
0 |
0% |
-151,000 |
-10,029 |
0 |
Diversified Investments |
|
|
ALLE |
Allegion Plc |
|
Closed |
$124.13 |
$0 |
0 |
0% |
-201,000 |
-1,586 |
0 |
N/A |
|
|
JETS |
US Global Jets ETF |
|
Closed |
$20.54 |
$0 |
0 |
0% |
-194,000 |
-10,203 |
0 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-355,000 |
-3,888 |
0 |
Closed - End Fund - E... |
|
|
CAL |
Caleres Inc |
|
Closed |
$39.05 |
$0 |
0 |
0% |
-243,000 |
-7,898 |
0 |
Textile - Apparel Foo... |
|
|
DES |
WisdomTree SmallCap Dividend |
|
Closed |
$31.84 |
$0 |
0 |
0% |
-334,000 |
-10,368 |
0 |
Closed - End Fund - E... |
|
|
USHY |
Ishares Broad Usd High Yiel... |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-214,000 |
-5,897 |
0 |
N/A |
|
|
NANR |
Spdr S |
|
Closed |
$56.48 |
$0 |
0 |
0% |
-211,000 |
-4,141 |
0 |
N/A |
|
|
CHRW |
CH Robinson Worldwide Inc |
|
Closed |
$80.97 |
$0 |
0 |
0% |
-268,000 |
-3,100 |
0 |
AirDelivery & Freight... |
|
|
AMC |
Amc Entertainment Holdings,... |
|
Closed |
$3.19 |
$0 |
0 |
0% |
-95,000 |
-15,524 |
0 |
N/A |
|
|
NYCB |
New York Community Bancorp Inc |
|
Closed |
$3.58 |
$0 |
0 |
0% |
-208,000 |
-20,299 |
0 |
Savings & Loans |
|
|
BIV |
Vanguard Intermediate-Term ... |
|
Closed |
$74.10 |
$0 |
0 |
0% |
-448,000 |
-5,863 |
0 |
Closed - End Fund - Debt |
|
|
OTEX |
Open Text Corporation (USA) |
|
Closed |
$30.53 |
$0 |
0 |
0% |
-214,000 |
-5,096 |
0 |
Internet Software & S... |
|
|
JCPB |
Jpmorgan Core Plus Bond Etf |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-306,000 |
-6,509 |
0 |
N/A |
|
|
ALYA |
Alithya Group Inc |
|
Closed |
$1.53 |
$0 |
0 |
0% |
-32,000 |
-24,432 |
0 |
Information Technolog... |
|
|
DISH |
Dish Network Corporation |
|
Closed |
$5.77 |
$0 |
0 |
0% |
-65,000 |
-11,251 |
0 |
Electronic Equipment |
|
|
VOOG |
Vanguard S&P 500 Growth Etf |
|
Closed |
$304.65 |
$0 |
0 |
0% |
-377,000 |
-1,393 |
0 |
N/A |
|
|
FIXD |
First Trust Tcw Opportnisti... |
|
Closed |
$42.74 |
$0 |
0 |
0% |
-554,000 |
-12,409 |
0 |
N/A |
|
|
FDS |
Factset Research Systems Inc |
|
Closed |
$433.90 |
$0 |
0 |
0% |
-202,000 |
-423 |
0 |
Information & Deliver... |
|
|
DKL |
Delek Logistics Partners, Lp |
|
Closed |
$39.09 |
$0 |
0 |
0% |
-249,000 |
-5,769 |
0 |
Independent Oil & Gas |
|
