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| Name: |
Schwallier Wealth Management LLC |
| City: |
GRAND RAPIDS |
| State: |
MI |
| Zip: |
49546 |
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data |
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| Holdings
Found :
9 |
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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 |
|
SDS |
ProShares UltraShort S&P500 |
30 |
Closed |
$7.17 |
$0 |
0 |
0% |
-296,000 |
-9,900 |
0 |
N/A |
|
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MSFT |
Microsoft Corp |
36 |
Closed |
$425.34 |
$0 |
0 |
0% |
-783,000 |
-2,083 |
0 |
Application Software |
|
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HD |
Home Depot Inc |
35 |
Closed |
$337.82 |
$0 |
0 |
0% |
-202,000 |
-583 |
0 |
Home Improvement Stores |
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DNOV |
Ft Cboe Vest Us Equity Deep... |
34 |
Closed |
$0.00 |
$0 |
0 |
0% |
-554,000 |
-14,300 |
0 |
N/A |
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VO |
Vanguard Mid Cap VIPERS |
33 |
Closed |
$248.87 |
$0 |
0 |
0% |
-386,000 |
-1,660 |
0 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
32 |
Closed |
$94.34 |
$0 |
0 |
0% |
-226,000 |
-2,693 |
0 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
38 |
Closed |
$183.54 |
$0 |
0 |
0% |
-452,000 |
-2,976 |
0 |
Internet Software & S... |
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QID |
Proshares Ultrashort Qqq |
31 |
Closed |
$6.62 |
$0 |
0 |
0% |
-531,000 |
-50,000 |
0 |
Closed - End Fund - E... |
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MINT |
Pimco ETF Trust |
37 |
Closed |
$100.47 |
$0 |
0 |
0% |
-4,139,000 |
-41,474 |
0 |
Closed - End Fund - Debt |
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