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| Name: |
Financial Perspectives Inc |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55447 |
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data |
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| Holdings
Found :
52 |
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Closed Positions |
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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 |
|
X |
United States Steel Corp |
692 |
Closed |
$38.22 |
$0 |
0 |
0% |
-11,000 |
-225 |
0 |
Metal Fabrication |
|
|
MUB |
iShares S&P National Munici... |
679 |
Closed |
$107.05 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Closed - End Fund - E... |
|
|
ASXC |
Asensus Surgical Inc |
712 |
Closed |
$0.26 |
$0 |
0 |
0% |
0 |
-714 |
0 |
Application Software |
|
|
LPSN |
LivePerson Inc |
652 |
Closed |
$0.58 |
$0 |
0 |
0% |
0 |
-74 |
0 |
Business Services |
|
|
MMC |
Marsh & McLennan Companies Inc |
698 |
Closed |
$204.84 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Insurance Brokers |
|
|
PDBC |
Invesco Actively Managd ETF |
685 |
Closed |
$14.10 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
VXF |
Vanguard Extended Market VI... |
670 |
Closed |
$171.23 |
$0 |
0 |
0% |
-60,000 |
-363 |
0 |
Closed - End Fund - E... |
|
|
MJ |
Amplify Alternative Harvest... |
705 |
Closed |
$4.18 |
$0 |
0 |
0% |
-2,000 |
-620 |
0 |
N/A |
|
|
JAMF |
Jamf Holding Corp. |
691 |
Closed |
$19.95 |
$0 |
0 |
0% |
0 |
-18 |
0 |
N/A |
|
|
CVRX |
Cvrx, Inc. |
678 |
Closed |
$7.31 |
$0 |
0 |
0% |
-25,000 |
-807 |
0 |
N/A |
|
|
VRNS |
Varonis Systems Inc |
711 |
Closed |
$45.19 |
$0 |
0 |
0% |
-13,000 |
-284 |
0 |
N/A |
|
|
TMDX |
Transmedics Group, Inc. |
650 |
Closed |
$128.77 |
$0 |
0 |
0% |
-372,000 |
-4,709 |
0 |
N/A |
|
|
VAC |
Marriott Vacations Worldwid... |
697 |
Closed |
$99.37 |
$0 |
0 |
0% |
-2,000 |
-28 |
0 |
Gambling/Resorts |
|
|
SLB |
Schlumberger Ltd |
684 |
Closed |
$48.48 |
$0 |
0 |
0% |
-7,000 |
-130 |
0 |
Oil & Gas Equipment &... |
|
|
PGR |
Progressive Corp |
664 |
Closed |
$213.72 |
$0 |
0 |
0% |
0 |
-3 |
0 |
Property & Casualty I... |
|
|
TTWO |
Take-Two Interactive |
704 |
Closed |
$145.68 |
$0 |
0 |
0% |
-2,000 |
-13 |
0 |
Technical & System So... |
|
|
BBY |
Best Buy Co Inc |
690 |
Closed |
$74.16 |
$0 |
0 |
0% |
-9,000 |
-117 |
0 |
Electronics Stores |
|
|
CELU |
Celularity Ord Shs Class A |
677 |
Closed |
$3.05 |
$0 |
0 |
0% |
0 |
-1,712 |
0 |
N/A |
|
|
NVNO |
Envveno Medical Ord Shs |
710 |
Closed |
$10.38 |
$0 |
0 |
0% |
-17,000 |
-3,278 |
0 |
N/A |
|
|
BHF |
Brighthouse Financial, Inc. |
649 |
Closed |
$46.57 |
$0 |
0 |
0% |
0 |
-5 |
0 |
N/A |
|
|
AYX |
Alteryx Inc |
696 |
Closed |
$48.26 |
$0 |
0 |
0% |
-6,000 |
-124 |
0 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
683 |
Closed |
$39.11 |
$0 |
0 |
0% |
-28,000 |
-769 |
0 |
Closed - End Fund - Debt |
|
|
NUWE |
Nuwellis, Inc |
716 |
Closed |
$0.27 |
$0 |
0 |
0% |
0 |
-13 |
0 |
Medical Appliances & ... |
|
|
CHPT |
ChargePoint Holdings, Inc |
658 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,000 |
-1,244 |
0 |
N/A |
|
|
AMRC |
Ameresco, Inc. |
703 |
Closed |
$27.96 |
$0 |
0 |
0% |
-3,000 |
-100 |
0 |
Industrial Electrical... |
|
|
CHWY |
Chewy, Inc. |
689 |
Closed |
$16.40 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
ADI |
Analog Devices Inc |
676 |
Closed |
$204.79 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Semiconductor- Broad... |
|
|
VLTO |
Veralto Corp |
709 |
Closed |
$95.94 |
$0 |
0 |
0% |
-3,000 |
-33 |
0 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
695 |
Closed |
$238.38 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Closed - End Fund - E... |
|
|
DYNT |
Dynatronics Corp |
682 |
Closed |
$0.47 |
$0 |
0 |
0% |
-1,000 |
-1,434 |
0 |
Medical Appliances & ... |
|
|
MS |
Morgan Stanley |
715 |
Closed |
$98.11 |
$0 |
0 |
0% |
0 |
-5 |
0 |
Investment Brokerage ... |
|
|
ANTM |
Anthem Inc |
657 |
Closed |
$538.58 |
$0 |
0 |
0% |
-8,000 |
-17 |
0 |
N/A |
|
|
CRNC |
Cerence Inc. |
702 |
Closed |
$6.28 |
$0 |
0 |
0% |
-2,000 |
-125 |
0 |
N/A |
|
|
NSPR |
Inspiremd, Inc |
688 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,000 |
-1,101 |
0 |
N/A |
|
|
BIIB |
Biogen Idec Inc |
673 |
Closed |
$222.75 |
$0 |
0 |
0% |
-2,000 |
-8 |
0 |
Biotechnology |
|
|
BBRY |
Research In Motion Ltd (USA) |
708 |
Closed |
$2.99 |
$0 |
0 |
0% |
0 |
-5 |
0 |
Integrated Telecommun... |
|
|
UBER |
Uber Technologies, Inc |
694 |
Closed |
$67.93 |
$0 |
0 |
0% |
0 |
-5 |
0 |
N/A |
|
|
SENS |
Senseonics Holdings Inc |
681 |
Closed |
$0.48 |
$0 |
0 |
0% |
0 |
-309 |
0 |
N/A |
|
|
AZEK |
Azek Co Inc. |
714 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-33 |
0 |
N/A |
|
|
ZYXI |
Zynex Medical Holdings Inc |
656 |
Closed |
$10.34 |
$0 |
0 |
0% |
-17,000 |
-1,570 |
0 |
N/A |
|
|
VNQI |
Vanguard Global Ex-US Real ... |
700 |
Closed |
$42.26 |
$0 |
0 |
0% |
-4,000 |
-100 |
0 |
Closed - End Fund - E... |
|
|
INTU |
Intuit Inc |
687 |
Closed |
$626.86 |
$0 |
0 |
0% |
-1,000 |
-1 |
0 |
Application Software |
|
|
BYND |
Beyond Meat, Inc. |
672 |
Closed |
$7.03 |
$0 |
0 |
0% |
0 |
-33 |
0 |
N/A |
|
|
BWAY |
Brainsway Adr Representing ... |
707 |
Closed |
$0.00 |
$0 |
0 |
0% |
-19,000 |
-2,955 |
0 |
N/A |
|
|
LW |
Lamb Weston Holdings, Inc. |
693 |
Closed |
$83.83 |
$0 |
0 |
0% |
-9,000 |
-79 |
0 |
N/A |
|
|
CHS |
Chicos Fas Inc |
680 |
Closed |
$7.59 |
$0 |
0 |
0% |
-8,000 |
-1,000 |
0 |
Apparel Stores |
|
|
ADP |
Automatic Data Processing Inc |
713 |
Closed |
$245.15 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Business Software & S... |
|
|
MOAT |
VANECK VECTORS ETF TR |
655 |
Closed |
$53.88 |
$0 |
0 |
0% |
-13,000 |
-150 |
0 |
N/A |
|
|
MTZ |
Mastec Inc |
699 |
Closed |
$105.63 |
$0 |
0 |
0% |
-9,000 |
-117 |
0 |
Heavy Construction |
|
|
RY |
Royal Bank of Canada (USA) |
686 |
Closed |
$103.09 |
$0 |
0 |
0% |
-14,000 |
-135 |
0 |
Foreign Money Center ... |
|
|
GBNH |
Greenbrook Tms Ord Shs |
671 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-3,959 |
0 |
N/A |
|
|
AIEQ |
Ai Powered Equity Etf |
706 |
Closed |
$0.00 |
$0 |
0 |
0% |
-20,000 |
-565 |
0 |
N/A |
|
