News + Filings Holdings
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AllSquare Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Greystone Housing Impact Investors LP
| ATAX | COM | 0 | -2,722 | 0 | -47,063 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BEST BUY CO INC
| BBY | Common | 0 | -591 | 0 | -46,258 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TLT | 20+ YR TRS BD | 0 | -300 | 0 | -31,911 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Avery Dennison Corp
| AVY | Common | 0 | -136 | 0 | -24,334 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIDUS INVESTMENT Corp
| FDUS | Common | 0 | -500 | 0 | -9,535 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| REMX | Common | 0 | -100 | 0 | -8,158 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | ETF | 0 | -104 | 0 | -5,269 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ABB LTD
| ABB | SP ADR | 0 | -90 | 0 | -3,087 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Liberty Media Corp
| LSXMK | UNITS | 0 | -54 | 0 | -1,511 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CEL SCI CORP
| CVM | COM PAR NEW | 0 | -49 | 0 | -114 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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