Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Jenkins Wealth
  City: ENGLEWOOD
  State: CO
  Zip: 80112
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $248,409,000
  Total Value Change : $-14,417,000
  Securities Held Change : 47
   
All Securities Held : 75
  New Positions : 55
  Closed Positions : 8
  Increased Positions : 9
  Unchanged Positions : 0
  Decreased Positions : 11

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

    
Holdings Found : 11     View All Holdings Currently Viewing:  Decreased 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
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 2 - $161.40 $43,289,000 308,390 17.43% -4,289,000 -21,370 0.062    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 5 - $520.84 $22,769,000 59,539 9.17% -20,514,000 -39,052 0.001    Closed - End Fund - E...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 6 - $92.50 $7,769,000 81,111 3.13% -12,887,000 -106,045 0.043    Closed - End Fund - E...
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 7 - $76.90 $4,904,000 66,599 1.97% -1,866,000 -15,436 0.002    Closed - End Fund - E...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 8 - $114.37 $4,660,000 40,564 1.88% -1,592,000 -9,485 0.045    Closed - End Fund - E...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 10 - $90.79 $4,174,000 44,998 1.68% -1,228,000 -7,024 0.005    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 11 - $222.54 $4,119,000 22,441 1.66% -8,876,000 -40,015 0.012    Closed - End Fund - E...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 15 - $106.31 $2,445,000 23,188 0.98% -463,000 -318 0.006    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 18 - $106.05 $1,306,000 12,274 0.53% -17,416,000 -139,054 0.001    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 32 - $82.89 $1,085,000 13,158 0.44% -456,000 -1,904 0.004    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 34 - $218.71 $1,057,000 6,231 0.43% -4,615,000 -26,229 0.001    Closed - End Fund - E...
      11 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