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| Name: |
Evergreen Private Wealth LLC |
| City: |
GREENWOOD VILLAGE |
| State: |
CO |
| Zip: |
80111 |
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data |
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| Holdings
Found :
24 |
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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 |
|
OUSM |
Alps Oshares Us Small-cap Q... |
224 |
Closed |
$0.00 |
$0 |
0 |
0% |
-16,000 |
-400 |
0 |
N/A |
|
|
BYND |
Beyond Meat, Inc. |
204 |
Closed |
$7.17 |
$0 |
0 |
0% |
-1,000 |
-69 |
0 |
N/A |
|
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EWMC |
Invesco S&P Midcap 400 Equa... |
230 |
Closed |
$117.10 |
$0 |
0 |
0% |
-16,000 |
-160 |
0 |
N/A |
|
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FTEC |
Fidelity Msci Information T... |
211 |
Closed |
$163.77 |
$0 |
0 |
0% |
-20,000 |
-140 |
0 |
N/A |
|
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SUB |
iShares S&P S/T Natnl AMT-F... |
217 |
Closed |
$104.23 |
$0 |
0 |
0% |
-31,000 |
-289 |
0 |
Closed - End Fund - Debt |
|
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VAW |
Vanguard Materials VIPERS |
203 |
Closed |
$200.57 |
$0 |
0 |
0% |
-2,000 |
-10 |
0 |
Closed - End Fund - E... |
|
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ROK |
Rockwell Automation Inc |
229 |
Closed |
$258.60 |
$0 |
0 |
0% |
-17,000 |
-55 |
0 |
Conglomerates |
|
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ROBO |
Robo Stox Global Robotics A... |
210 |
Closed |
$56.64 |
$0 |
0 |
0% |
-2,000 |
-30 |
0 |
N/A |
|
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HDB |
HDFC Bank Limited (ADR) |
216 |
Closed |
$57.77 |
$0 |
0 |
0% |
-7,000 |
-108 |
0 |
Foreign Regional Banks |
|
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WY |
Weyerhaeuser Co |
202 |
Closed |
$29.76 |
$0 |
0 |
0% |
-1,000 |
-36 |
0 |
Lumber,Wood Production |
|
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BOX |
Box Inc |
228 |
Closed |
$25.04 |
$0 |
0 |
0% |
0 |
-7 |
0 |
N/A |
|
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MOAT |
VANECK VECTORS ETF TR |
208 |
Closed |
$53.88 |
$0 |
0 |
0% |
-19,000 |
-225 |
0 |
N/A |
|
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VGT |
Vanguard I T VIPERS |
215 |
Closed |
$549.92 |
$0 |
0 |
0% |
-3,000 |
-7 |
0 |
Closed - End Fund - E... |
|
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VDC |
Vangaurd Cnsmr Staples VIPER |
201 |
Closed |
$204.03 |
$0 |
0 |
0% |
-2,000 |
-8 |
0 |
Closed - End Fund - E... |
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GRVI |
Grove, Inc. |
227 |
Closed |
$0.52 |
$0 |
0 |
0% |
0 |
-23 |
0 |
N/A |
|
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SPLK |
Splunk Inc |
207 |
Closed |
$156.90 |
$0 |
0 |
0% |
-5,379,000 |
-35,304 |
0 |
Application Software |
|
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SLGC |
Cm Life Sciences Ii Inc. |
214 |
Closed |
$2.10 |
$0 |
0 |
0% |
-35,000 |
-13,828 |
0 |
N/A |
|
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GIL |
Gildan Activewear Inc (USA) |
200 |
Closed |
$37.19 |
$0 |
0 |
0% |
-1,000 |
-36 |
0.003 |
Textile - Apparel Clo... |
|
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PFEB |
Innovator S&p 500 Power Buf... |
226 |
Closed |
$0.00 |
$0 |
0 |
0% |
-63,000 |
-1,937 |
0 |
N/A |
|
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PHM |
PulteGroup Inc |
206 |
Closed |
$113.26 |
$0 |
0 |
0% |
-1,000 |
-5 |
0 |
Residential Construct... |
|
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SFIX |
Stitch Fix, Inc. |
213 |
Closed |
$2.30 |
$0 |
0 |
0% |
0 |
-8 |
0 |
N/A |
|
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HSCZ |
Ishares Currency Hedged Msc... |
225 |
Closed |
$32.24 |
$0 |
0 |
0% |
-7,000 |
-250 |
0 |
N/A |
|
|
CIBR |
First Trust Nasdaq Cea Cybe... |
205 |
Closed |
$0.00 |
$0 |
0 |
0% |
-73,000 |
-1,353 |
0 |
N/A |
|
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FLQH |
Franklin Libertyq Internati... |
212 |
Closed |
$0.00 |
$0 |
0 |
0% |
-8,000 |
-250 |
0 |
N/A |
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