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| Name: |
Goldstein Advisors LLC |
| City: |
Madison |
| State: |
WI |
| Zip: |
53717 |
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data |
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| Holdings
Found :
9 |
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Closed Positions |
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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 |
|
MKL |
Markel Corp |
147 |
Closed |
$1,652.58 |
$0 |
0 |
0% |
-200,000 |
-136 |
0 |
Property & Casualty I... |
|
|
APLE |
Apple Hospitality REIT Inc |
153 |
Closed |
$14.72 |
$0 |
0 |
0% |
-157,000 |
-10,233 |
0 |
N/A |
|
|
BMO |
Bank of Montreal (USA) |
152 |
Closed |
$94.45 |
$0 |
0 |
0% |
-446,000 |
-5,289 |
0 |
Foreign Money Center ... |
|
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XOM |
Exxon Mobil Corp |
151 |
Closed |
$117.87 |
$0 |
0 |
0% |
-224,000 |
-1,908 |
0 |
Integrated Oil & Gas |
|
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COP |
ConocoPhillips |
150 |
Closed |
$119.83 |
$0 |
0 |
0% |
-206,000 |
-1,717 |
0 |
Integrated Oil & Gas |
|
|
KO |
Coca-Cola Co |
149 |
Closed |
$63.32 |
$0 |
0 |
0% |
-207,000 |
-3,695 |
0 |
Beverage Soft Drinks... |
|
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BR |
Broadridge Financial Soluti... |
155 |
Closed |
$204.03 |
$0 |
0 |
0% |
-224,000 |
-1,252 |
0 |
Business Services |
|
|
VEA |
Vanguard Europe Pacific ETF |
148 |
Closed |
$49.56 |
$0 |
0 |
0% |
-231,000 |
-5,275 |
0 |
Closed - End Fund - F... |
|
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VIG |
Vanguard Dividend Appreciat... |
154 |
Closed |
$183.63 |
$0 |
0 |
0% |
-218,000 |
-1,400 |
0 |
Closed - End Fund - Debt |
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