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| Name: |
SWEENEY & MICHEL LLC |
| City: |
CHICO |
| State: |
CA |
| Zip: |
95926 |
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data |
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| Holdings
Found :
6 |
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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 |
|
CGDG |
Capital Group Dividend Grow... |
|
New |
$0.00 |
$4,720,000 |
188,278 |
2.47% |
4,720,000 |
188,278 |
2.092 |
N/A |
|
|
CGIE |
Capital Group International... |
|
New |
$0.00 |
$4,179,000 |
166,033 |
2.19% |
4,179,000 |
166,033 |
1.845 |
N/A |
|
|
PLD |
ProLogis Inc |
22 |
New |
$107.49 |
$1,733,000 |
16,481 |
0.91% |
1,733,000 |
16,481 |
0.002 |
REIT - Industrial |
|
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CGGO |
Capital Group Global Growth... |
88 |
New |
$0.00 |
$282,000 |
11,933 |
0.15% |
282,000 |
11,933 |
0.013 |
N/A |
|
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ADBE |
Adobe Systems Inc |
98 |
New |
$482.29 |
$221,000 |
377 |
0.12% |
221,000 |
377 |
0 |
Application Software |
|
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WTAI |
Wisdomtree Artificial Intel... |
100 |
New |
$0.00 |
$186,000 |
10,794 |
0.1% |
186,000 |
10,794 |
0.129 |
N/A |
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