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| Name: |
Bradley & Co. Private Wealth Management LLC |
| City: |
JACKSON |
| State: |
WY |
| Zip: |
83001 |
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data |
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| Holdings
Found :
25 |
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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 |
|
FYLD |
Cambria Foreign Shareholder... |
181 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,000 |
-200 |
0 |
N/A |
|
|
FNDC |
Schwab Fundamental Internat... |
187 |
Closed |
$34.63 |
$0 |
0 |
0% |
-9,000 |
-267 |
0 |
N/A |
|
|
SCHR |
Schwab Intermediate-Term U.... |
169 |
Closed |
$48.80 |
$0 |
0 |
0% |
-11,000 |
-216 |
0 |
N/A |
|
|
FNDA |
Schwab Fundamental Us Small... |
195 |
Closed |
$54.25 |
$0 |
0 |
0% |
-18,000 |
-320 |
0 |
N/A |
|
|
VMBS |
Vanguard Mortgage-Backed S |
180 |
Closed |
$45.52 |
$0 |
0 |
0% |
-29,000 |
-619 |
0 |
Closed - End Fund - Debt |
|
|
SCHX |
Schwab Strategic Trust |
186 |
Closed |
$64.44 |
$0 |
0 |
0% |
-18,000 |
-326 |
0 |
Closed - End Fund - Debt |
|
|
SCHH |
Schwab Us Reit |
164 |
Closed |
$19.61 |
$0 |
0 |
0% |
-2,000 |
-106 |
0 |
N/A |
|
|
SCHI |
Schwab 5-10 Year Corporate ... |
194 |
Closed |
$44.19 |
$0 |
0 |
0% |
-21,000 |
-460 |
0 |
N/A |
|
|
VNQI |
Vanguard Global Ex-US Real ... |
178 |
Closed |
$40.27 |
$0 |
0 |
0% |
-2,000 |
-46 |
0 |
Closed - End Fund - E... |
|
|
PXH |
Invesco FTSE RAFI Emerging ... |
185 |
Closed |
$20.21 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Closed - End Fund - E... |
|
|
SYLD |
Cambria Shareholder Yield |
193 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,000 |
-150 |
0 |
N/A |
|
|
FNDX |
Schwab Fundamental US Large... |
175 |
Closed |
$66.87 |
$0 |
0 |
0% |
-25,000 |
-399 |
0 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
199 |
Closed |
$46.84 |
$0 |
0 |
0% |
-9,000 |
-201 |
0 |
Closed - End Fund - Debt |
|
|
SCHP |
Schwab U.S. Tips Etf |
184 |
Closed |
$52.09 |
$0 |
0 |
0% |
-4,000 |
-82 |
0 |
N/A |
|
|
IOO |
iShares S&P Global 100 Index |
192 |
Closed |
$97.23 |
$0 |
0 |
0% |
-419,000 |
-5,205 |
0 |
Closed - End Fund - E... |
|
|
EBND |
Spdr Barclays Capital Emerg... |
172 |
Closed |
$19.84 |
$0 |
0 |
0% |
-4,000 |
-206 |
0 |
N/A |
|
|
DBAP |
Deutsche Xtrackers Msci Ac ... |
198 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
|
|
SCHC |
Schwab International Small-... |
183 |
Closed |
$35.39 |
$0 |
0 |
0% |
-7,000 |
-205 |
0 |
Closed - End Fund - E... |
|
|
FNDE |
Schwab Fundamental Emerging... |
189 |
Closed |
$29.44 |
$0 |
0 |
0% |
-16,000 |
-595 |
0 |
N/A |
|
|
FNDF |
Schwab Fundamental Internat... |
171 |
Closed |
$34.84 |
$0 |
0 |
0% |
-12,000 |
-352 |
0 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
197 |
Closed |
$38.31 |
$0 |
0 |
0% |
-10,000 |
-260 |
0 |
Closed - End Fund - Debt |
|
|
CGDV |
Capital Group Dividend Valu... |
182 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,000 |
-175 |
0 |
N/A |
|
|
PRF |
Invesco FTSE RAFI US |
188 |
Closed |
$36.69 |
$0 |
0 |
0% |
-18,000 |
-525 |
0 |
Closed - End Fund - E... |
|
|
HYLB |
Xtrackers Usd High Yield Co... |
170 |
Closed |
$35.49 |
$0 |
0 |
0% |
-2,000 |
-62 |
0 |
N/A |
|
|
SCHE |
Schwab Emerging Markets Equ... |
196 |
Closed |
$26.50 |
$0 |
0 |
0% |
-9,000 |
-365 |
0 |
N/A |
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