Portfolio (Quarterly)
Guide ↗
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
· CIK 0001352860| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ASIX | ADVANSIX INC COM | Basic Materials | 25 | $610.0 | — | SOLD |
| 42 | CLNE | CLEAN ENERGY FUELS CORP COM | Energy | 200 | $496.0 | — | SOLD |
| 43 | GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | Technology | 105 | $384.0 | — | SOLD |
| 44 | CLF | CLEVELAND-CLIFFS INC NEW COM | Basic Materials | 40 | $338.0 | — | SOLD |
| 45 | KD | KYNDRYL HLDGS INC COMMON STOCK | Technology | 16 | $210.0 | — | SOLD |
| 46 | INTA | INTAPP INC COM | Technology | 6 | $154.0 | — | SOLD |
| 47 | — | ITERUM THERAPEUTICS PLC SHS NEW | — | 66 | $2.0 | — | SOLD |
Sector Allocation
Financial Services
88.9%
Technology
5.6%
Healthcare
1.2%
Consumer Cyclical
1.2%
Communication Services
1.0%
Industrials
0.8%
Consumer Defensive
0.7%
Utilities
0.5%
Basic Materials
0.1%
Energy
0.0%