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| Name: |
Beverly Hills Private Wealth LLC |
| City: |
BEVERLY HILLS |
| State: |
CA |
| Zip: |
90212 |
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data |
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| Holdings
Found :
23 |
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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 |
|
STK |
Columbia Seligman Premium |
354 |
Closed |
$31.16 |
$0 |
0 |
0% |
-373,000 |
-11,800 |
0 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
373 |
Closed |
$204.31 |
$0 |
0 |
0% |
-1,880,000 |
-9,366 |
0 |
Closed - End Fund - E... |
|
|
DVY |
iShares Dow Select Div |
360 |
Closed |
$124.24 |
$0 |
0 |
0% |
-1,107,000 |
-9,447 |
0 |
Closed - End Fund - E... |
|
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IDV |
iShares Dow Jones EPAC Sele... |
366 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,498,000 |
-89,236 |
0 |
Closed - End Fund - E... |
|
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IWD |
iShares Russell 1000 Value |
372 |
Closed |
$176.89 |
$0 |
0 |
0% |
-4,558,000 |
-27,582 |
0 |
Closed - End Fund - E... |
|
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KMI |
Kinder Morgan Inc |
359 |
Closed |
$19.08 |
$0 |
0 |
0% |
-180,000 |
-10,182 |
0 |
Gas Utilities |
|
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ESGU |
Ishares Msci Usa Esg Optimized |
365 |
Closed |
$0.00 |
$0 |
0 |
0% |
-453,000 |
-4,317 |
0 |
N/A |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
371 |
Closed |
$80.34 |
$0 |
0 |
0% |
-220,000 |
-2,924 |
0 |
Closed - End Fund - E... |
|
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ACWX |
iShares MSCI ACWI ex US Index |
358 |
Closed |
$54.03 |
$0 |
0 |
0% |
-394,000 |
-7,716 |
0 |
Closed - End Fund - E... |
|
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FIP |
Ftai Infrastructure Llc |
364 |
Closed |
$0.00 |
$0 |
0 |
0% |
-56,000 |
-14,396 |
0 |
N/A |
|
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HDV |
Ishares High Dividend Equit... |
370 |
Closed |
$110.39 |
$0 |
0 |
0% |
-2,157,000 |
-21,154 |
0 |
N/A |
|
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MMM |
3M Co |
357 |
Closed |
$98.93 |
$0 |
0 |
0% |
-854,000 |
-7,815 |
0 |
Conglomerates |
|
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IEMG |
Ishares Core Msci Emerging ... |
376 |
Closed |
$53.31 |
$0 |
0 |
0% |
-375,000 |
-7,415 |
0 |
N/A |
|
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PAXS |
Pimco Access Income Fund |
363 |
Closed |
$0.00 |
$0 |
0 |
0% |
-270,000 |
-18,886 |
0 |
N/A |
|
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TLT |
iShares Tr Lehman 20+yr Tres |
369 |
Closed |
$90.12 |
$0 |
0 |
0% |
-203,000 |
-2,055 |
0 |
Closed - End Fund - E... |
|
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OEF |
iShares S&P 100 Index |
356 |
Closed |
$247.84 |
$0 |
0 |
0% |
-245,000 |
-1,095 |
0 |
Closed - End Fund - E... |
|
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CSJ |
iShares Barclays 1-3 Year C... |
375 |
Closed |
$50.96 |
$0 |
0 |
0% |
-612,000 |
-11,937 |
0 |
Closed - End Fund - E... |
|
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NDVG |
Nuveen Dividend Growth Etf |
362 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,429,000 |
-86,593 |
0 |
N/A |
|
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CLY |
iShares Trust |
368 |
Closed |
$49.71 |
$0 |
0 |
0% |
-371,000 |
-7,039 |
0 |
Closed - End Fund - Debt |
|
|
RPT.PD |
Ramco-Gershenson Pptys Tr P... |
355 |
Closed |
$57.13 |
$0 |
0 |
0% |
-409,000 |
-7,155 |
0 |
N/A |
|
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PKX |
POSCO (ADR) |
374 |
Closed |
$72.86 |
$0 |
0 |
0% |
-268,000 |
-2,813 |
0 |
Steel & Iron |
|
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LOGI |
Logitech International S.A ... |
361 |
Closed |
$84.76 |
$0 |
0 |
0% |
-211,000 |
-2,217 |
0 |
Computer Peripherals |
|
|
CIU |
iShares Barclays Intermedia... |
367 |
Closed |
$50.73 |
$0 |
0 |
0% |
-659,000 |
-12,678 |
0 |
Closed - End Fund - E... |
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