David Cheston Rouzer

NC07Member8 filings16 transactions

Total Purchases (max)

$60K

Total Sales (max)

$0

Net Portfolio Value

$60K

3 active positions of 11 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest$30K$30K250.0%
2JETSWATERHOUSE CLEARING U.S. Global Jets ETF$15K$15K125.0%
3BRK.BBerkshire Hathaway Inc. New$15K$15K125.0%
4PINSPinterest, Inc. Class A$15K$15K$02
5MOAltria Group, Inc.$15K$15K$02
6NVDANVIDIA Corporation$15K$15K$02
7berkshire Hathaway Inc. New (BRK.b)$15K-$15K1
8Avantax Investment Services berkshire Hathaway Inc. New (BRK.b)$15K-$15K1
9XLFWATERHOUSE CLEARING SPDR Select Sector Fund - Financial$15K-$15K1
10AMZNAmazon.com, Inc.$15K-$15K1
11MAINAvantax Investment Services Main Street Capital Corporation$15K$50K-$35K2