Waterfront Wealth Inc. Diversified Active

CIK: 0001775210 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 4, 2021

Total Value ($000): $211,471 (99.8% shares, 0.2% debt)

Holdings (175)

CBSH COMMERCE BANCSHARES INC 4.5%
Value ($000) $9,550 Shares 128,086 Est. Cost $46.53 Unrealized +25.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%
Value ($000) $8,737 Shares 31,436 Est. Cost $220.20 Unrealized +26.9%
UPS UNITED PARCEL SERVICE INC 4.0%
Value ($000) $8,536 Shares 41,047 Est. Cost $136.91 Unrealized +19.9%
JEF JEFFERIES FINL GROUP INC 3.8%
Value ($000) $8,108 Shares 237,075 Est. Cost $18.00 Unrealized +46.5%
CSM PROSHARES TR 2.8%
Value ($000) $5,857 Shares 58,991 Est. Cost $84.53 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $5,755 Shares 42,021 Est. Cost $117.01 Unrealized +8.1%
VOO VANGUARD INDEX FDS 2.7%
Value ($000) $5,604 Shares 14,241 Est. Cost $343.71 Unrealized
ADAMS DIVERSIFIED EQUITY FD 2.6%
Value ($000) $5,414 Shares 273,863 Est. Cost $18.69 Unrealized
ROYCE VALUE TR INC 2.5%
Value ($000) $5,385 Shares 283,871 Est. Cost $18.44 Unrealized
BLACKROCK ENHANCED INTL DIV 2.1%
Value ($000) $4,505 Shares 687,802 Est. Cost $6.19 Unrealized
BROOKFIELD ASSET MGMT INC 1.9%
Value ($000) $3,944 Shares 77,364 Est. Cost $41.27 Unrealized
FNDF SCHWAB STRATEGIC TR 1.8%
Value ($000) $3,894 Shares 117,013 Est. Cost $29.28 Unrealized
BLACKROCK LTD DURATION INC T 1.7%
Value ($000) $3,552 Shares 208,721 Est. Cost $16.74 Unrealized
KKR KKR & CO INC 1.6%
Value ($000) $3,352 Shares 56,591 Est. Cost $36.10 Unrealized +47.8%
BLACKROCK ENHANCED EQT DIV T 1.6%
Value ($000) $3,280 Shares 323,796 Est. Cost $9.45 Unrealized
TEMPLETON EMERG MKTS INCOME 1.5%
Value ($000) $3,089 Shares 387,632 Est. Cost $7.44 Unrealized
ALLY ALLY FINL INC 1.4%
Value ($000) $2,975 Shares 59,684 Est. Cost $25.55 Unrealized +71.3%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $2,893 Shares 6,758 Est. Cost $376.52 Unrealized
BLACKROCK MUN 2030 TAR TERM 1.3%
Value ($000) $2,766 Shares 105,470 Est. Cost $25.55 Unrealized
GM GENERAL MTRS CO 1.3%
Value ($000) $2,691 Shares 45,475 Est. Cost $38.51 Unrealized +47.3%
FTCS FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $2,455 Shares 32,499 Est. Cost $68.21 Unrealized
FNDC SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,406 Shares 61,306 Est. Cost $34.79 Unrealized
EUFN ISHARES TR 1.1%
Value ($000) $2,361 Shares 120,761 Est. Cost $17.54 Unrealized
EATON VANCE TAX MNGD GBL DV 1.1%
Value ($000) $2,356 Shares 230,979 Est. Cost $9.35 Unrealized
BLACKROCK FLOATING RATE INCO 1.1%
Value ($000) $2,299 Shares 178,765 Est. Cost $12.64 Unrealized
CERNER CORP 1.1%
Value ($000) $2,228 Shares 28,504 Est. Cost $78.47 Unrealized
SCHM SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,140 Shares 27,336 Est. Cost $68.27 Unrealized
ATLAS AIR WORLDWIDE HLDGS IN 1.0%
Value ($000) $2,037 Shares 29,902 Est. Cost $55.71 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $1,907 Shares 10,847 Est. Cost $140.23 Unrealized +25.3%
UNP UNION PAC CORP 0.9%
Value ($000) $1,879 Shares 8,544 Est. Cost $178.06 Unrealized +12.5%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $1,823 Shares 33,573 Est. Cost $50.57 Unrealized
VERSO CORP 0.9%
Value ($000) $1,819 Shares 102,761 Est. Cost $12.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $1,793 Shares 12,230 Est. Cost $94.95 Unrealized +19.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.8%
Value ($000) $1,781 Shares 122,184 Est. Cost $10.61 Unrealized +29.6%
CRTO CRITEO S A 0.8%
Value ($000) $1,754 Shares 38,773 Est. Cost $20.51 Unrealized
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.8%
Value ($000) $1,714 Shares 92,624 Est. Cost $12.10 Unrealized +39.1%
FNDA SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,670 Shares 30,695 Est. Cost $42.93 Unrealized
VONAGE HLDGS CORP 0.7%
Value ($000) $1,494 Shares 103,671 Est. Cost $12.86 Unrealized
BLACKROCK INC 0.7%
Value ($000) $1,461 Shares 1,670 Est. Cost $721.45 Unrealized
DGS WISDOMTREE TR 0.6%
Value ($000) $1,370 Shares 25,153 Est. Cost $47.97 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1,319 Shares 540 Est. Cost $83.49 Unrealized +38.8%
BROOKFIELD PPTY PARTNERS L P 0.6%
Value ($000) $1,311 Shares 69,183 Est. Cost $14.47 Unrealized
HOUGHTON MIFFLIN HARCOURT CO 0.6%
Value ($000) $1,297 Shares 117,487 Est. Cost $3.33 Unrealized
TOTL SSGA ACTIVE ETF TR 0.6%
Value ($000) $1,279 Shares 26,425 Est. Cost $48.98 Unrealized
NOK NOKIA CORP 0.6%
Value ($000) $1,260 Shares 236,784 Est. Cost $4.22 Unrealized
DES WISDOMTREE TR 0.6%
Value ($000) $1,212 Shares 38,014 Est. Cost $27.84 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,205 Shares 4,201 Est. Cost $264.53 Unrealized
BLACKROCK CORE BD TR 0.6%
Value ($000) $1,187 Shares 71,857 Est. Cost $15.79 Unrealized
BOND PIMCO ETF TR 0.6%
Value ($000) $1,183 Shares 10,658 Est. Cost $109.88 Unrealized
ALLIANCEBERNSTEIN GBL HGH IN 0.6%
Value ($000) $1,176 Shares 93,997 Est. Cost $11.94 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.5%
Value ($000) $1,146 Shares 22,250 Est. Cost $49.07 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,120 Shares 19,947 Est. Cost $46.59 Unrealized +15.0%
TRINSEO S A 0.5%
Value ($000) $1,057 Shares 17,666 Est. Cost $55.52 Unrealized
BLACKROCK CR ALLCTN INC TR 0.5%
Value ($000) $1,051 Shares 67,406 Est. Cost $14.79 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,043 Shares 12,275 Est. Cost $59.76 Unrealized +37.8%
FV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,039 Shares 21,939 Est. Cost $40.49 Unrealized
FRME FIRST MERCHANTS CORP 0.5%
Value ($000) $1,003 Shares 24,063 Est. Cost $25.94 Unrealized +48.8%
BUNGE LIMITED 0.5%
Value ($000) $980 Shares 12,534 Est. Cost $68.24 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $974 Shares 15,442 Est. Cost $30.80 Unrealized +62.5%
BAC BANK AMER CORP 0.5%
Value ($000) $965 Shares 23,398 Est. Cost $23.66 Unrealized +54.5%
NAUTILUS INC 0.5%
Value ($000) $962 Shares 57,103 Est. Cost $16.70 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.4%
Value ($000) $939 Shares 51,601 Est. Cost $18.14 Unrealized
V VISA INC 0.4%
Value ($000) $929 Shares 3,974 Est. Cost $197.22 Unrealized +12.1%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $924 Shares 6,724 Est. Cost $127.63 Unrealized
ORANY ORANGE 0.4%
Value ($000) $914 Shares 79,911 Est. Cost $12.30 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $913 Shares 3,369 Est. Cost $207.49 Unrealized +17.9%
TPH TRI POINTE GROUP INC 0.4%
Value ($000) $864 Shares 40,318 Est. Cost $18.73 Unrealized +22.2%
SRG SERITAGE GROWTH PPTYS 0.4%
Value ($000) $824 Shares 44,797 Est. Cost $18.53 Unrealized -4.3%
WMT WALMART INC 0.4%
Value ($000) $822 Shares 5,826 Est. Cost $45.22 Unrealized -3.1%
BIDU BAIDU INC 0.4%
Value ($000) $821 Shares 4,027 Est. Cost $217.74 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $811 Shares 2,986 Est. Cost $241.13 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $774 Shares 1,139 Est. Cost $170.65 Unrealized +27.2%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $762 Shares 2,086 Est. Cost $323.35 Unrealized +12.0%
CSIQ CANADIAN SOLAR INC 0.4%
Value ($000) $750 Shares 16,730 Est. Cost $41.66 Unrealized -1.8%
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $704 Shares 41,076 Est. Cost $16.67 Unrealized
LEA LEAR CORP 0.3%
Value ($000) $702 Shares 4,006 Est. Cost $136.48 Unrealized +21.5%
ORCL ORACLE CORP 0.3%
Value ($000) $693 Shares 8,902 Est. Cost $55.75 Unrealized +32.0%
M MACYS INC 0.3%
Value ($000) $689 Shares 36,326 Est. Cost $8.79 Unrealized +102.1%
FLEX FLEX LTD 0.3%
Value ($000) $687 Shares 38,438 Est. Cost $11.83 Unrealized +14.8%
SNY SANOFI 0.3%
Value ($000) $676 Shares 12,840 Est. Cost $49.80 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $659 Shares 6,296 Est. Cost $65.66 Unrealized +32.6%
CI CIGNA CORP NEW 0.3%
Value ($000) $659 Shares 2,778 Est. Cost $184.80 Unrealized +24.3%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $651 Shares 2,986 Est. Cost $200.18 Unrealized +16.4%
T AT&T INC 0.3%
Value ($000) $632 Shares 21,949 Est. Cost $15.45 Unrealized +9.9%
AEE AMEREN CORP 0.3%
Value ($000) $625 Shares 7,804 Est. Cost $68.86 Unrealized +6.0%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $612 Shares 11,942 Est. Cost $38.54 Unrealized +13.8%
SUZ SUZANO PAPEL E CELULOSE S A 0.3%
Value ($000) $600 Shares 49,865 Est. Cost $12.08 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $590 Shares 15,300 Est. Cost $43.14 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $588 Shares 44,345 Est. Cost $13.12 Unrealized
ET ENERGY TRANSFER LP 0.3%
Value ($000) $576 Shares 54,220 Est. Cost $6.22 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $570 Shares 3,463 Est. Cost $128.33 Unrealized +12.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $566 Shares 10,094 Est. Cost $43.95 Unrealized -1.2%
KN KNOWLES CORP 0.3%
Value ($000) $560 Shares 28,359 Est. Cost $18.07 Unrealized +12.8%
KR KROGER CO 0.3%
Value ($000) $557 Shares 14,535 Est. Cost $29.06 Unrealized +17.4%
FDT FIRST TR EXCH TRD ALPHA FD I 0.3%
Value ($000) $542 Shares 8,660 Est. Cost $56.58 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $540 Shares 3,643 Est. Cost $121.29 Unrealized +4.0%
IWD ISHARES TR 0.3%
Value ($000) $529 Shares 3,334 Est. Cost $136.77 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $509 Shares 2,204 Est. Cost $193.72 Unrealized +8.0%
DBX DROPBOX INC 0.2%
Value ($000) $499 Shares 16,477 Est. Cost $21.02 Unrealized +30.0%
PFE PFIZER INC 0.2%
Value ($000) $494 Shares 12,604 Est. Cost $28.83 Unrealized +7.5%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $477 Shares 4,578 Est. Cost $88.91 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $472 Shares 1,948 Est. Cost $212.01 Unrealized
JKS JINKOSOLAR HLDG CO LTD 0.2%
Value ($000) $467 Shares 8,337 Est. Cost $42.82 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $460 Shares 6,498 Est. Cost $42.37 Unrealized +48.0%
TDIV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $452 Shares 7,891 Est. Cost $49.69 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $432 Shares 1,243 Est. Cost $272.80 Unrealized +16.8%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $428 Shares 13,025 Est. Cost $30.66 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $421 Shares 743 Est. Cost $30.19 Unrealized +18.8%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $421 Shares 10,811 Est. Cost $21.34 Unrealized +67.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $420 Shares 3,754 Est. Cost $85.60 Unrealized +18.8%
PI IMPINJ INC 0.2%
Value ($000) $417 Shares 8,080 Est. Cost $39.55 Unrealized +30.1%
BLACKROCK HEALTH SCIENCES TR 0.2%
Value ($000) $398 Shares 8,205 Est. Cost $46.80 Unrealized
GABELLI DIVD & INCOME TR 0.2%
Value ($000) $394 Shares 14,963 Est. Cost $24.06 Unrealized
NUVEEN PFD & INCM SECURTIES 0.2%
Value ($000) $391 Shares 39,221 Est. Cost $9.69 Unrealized
EVRG EVERGY INC 0.2%
Value ($000) $389 Shares 6,441 Est. Cost $44.68 Unrealized +16.2%
HOWARD HUGHES CORP 0.2%
Value ($000) $380 Shares 3,900 Est. Cost $78.97 Unrealized
BA BOEING CO 0.2%
Value ($000) $375 Shares 1,567 Est. Cost $192.22 Unrealized +25.8%
SAN BANCO SANTANDER SA 0.2%
Value ($000) $373 Shares 95,344 Est. Cost $3.07 Unrealized
GUARANTY FED BANCSHARES INC 0.2%
Value ($000) $372 Shares 15,219 Est. Cost $17.54 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $368 Shares 15,266 Est. Cost $19.56 Unrealized
EMBJ EMBRAER S A 0.2%
Value ($000) $363 Shares 24,003 Est. Cost $7.61 Unrealized
FNDE SCHWAB STRATEGIC TR 0.2%
Value ($000) $362 Shares 11,223 Est. Cost $28.25 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $352 Shares 3,843 Est. Cost $49.07 Unrealized +50.2%
HBM HUDBAY MINERALS INC 0.2%
Value ($000) $337 Shares 50,544 Est. Cost $5.71 Unrealized +30.9%
TEX TEREX CORP NEW 0.2%
Value ($000) $336 Shares 7,058 Est. Cost $48.57 Unrealized 0.0%
GENERAL ELECTRIC CO 0.2%
Value ($000) $336 Shares 24,962 Est. Cost $10.81 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $327 Shares 7,480 Est. Cost $43.72 Unrealized
DQ DAQO NEW ENERGY CORP 0.2%
Value ($000) $327 Shares 5,022 Est. Cost $60.67 Unrealized
KELLOGG CO 0.2%
Value ($000) $321 Shares 4,997 Est. Cost $50.01 Unrealized +3.1%
HLIT HARMONIC INC 0.1%
Value ($000) $317 Shares 37,239 Est. Cost $6.95 Unrealized +10.2%
GOOG ALPHABET INC 0.1%
Value ($000) $316 Shares 126 Est. Cost $84.56 Unrealized +39.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $309 Shares 1,408 Est. Cost $163.73 Unrealized +17.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $306 Shares 5,370 Est. Cost $41.94 Unrealized +17.0%
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $305 Shares 5,545 Est. Cost $50.64 Unrealized
DERMIRA INC 0.1%
Value ($000) $303 Shares 300,000 Est. Cost $1.01 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $298 Shares 3,475 Est. Cost $56.51 Unrealized +51.1%
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $297 Shares 2,837 Est. Cost $91.92 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 1,306 Est. Cost $219.42 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $288 Shares 3,535 Est. Cost $73.42 Unrealized +0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $280 Shares 791 Est. Cost $314.36 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $275 Shares 1,129 Est. Cost $198.26 Unrealized +15.2%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $274 Shares 3,338 Est. Cost $82.09 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $272 Shares 6,899 Est. Cost $35.99 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $271 Shares 630 Est. Cost $374.81 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.1%
Value ($000) $269 Shares 3,168 Est. Cost $65.60 Unrealized +34.4%
BIIB BIOGEN INC 0.1%
Value ($000) $268 Shares 775 Est. Cost $269.69 Unrealized +12.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $268 Shares 1,203 Est. Cost $210.46 Unrealized
CIT GROUP INC 0.1%
Value ($000) $263 Shares 5,102 Est. Cost $35.90 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $257 Shares 4,496 Est. Cost $57.16 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $256 Shares 3,824 Est. Cost $53.89 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $255 Shares 3,224 Est. Cost $68.55 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $253 Shares 5,532 Est. Cost $41.76 Unrealized
CHINA MOBILE LIMITED 0.1%
Value ($000) $251 Shares 8,443 Est. Cost $28.54 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $248 Shares 900 Est. Cost $252.22 Unrealized
FDL FIRST TR MORNINGSTAR DIV LEA 0.1%
Value ($000) $239 Shares 7,190 Est. Cost $32.82 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $237 Shares 5,964 Est. Cost $35.20 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $237 Shares 625 Est. Cost $276.90 Unrealized +15.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $237 Shares 2,393 Est. Cost $76.42 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $230 Shares 720 Est. Cost $242.50 Unrealized +17.0%
BC BRUNSWICK CORP 0.1%
Value ($000) $229 Shares 2,296 Est. Cost $83.07 Unrealized +11.4%
HANESBRANDS INC 0.1%
Value ($000) $227 Shares 12,144 Est. Cost $14.58 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $224 Shares 4,224 Est. Cost $40.98 Unrealized +11.8%
VNM VANECK VECTORS ETF TR 0.1%
Value ($000) $223 Shares 10,740 Est. Cost $17.53 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $220 Shares 4,967 Est. Cost $42.49 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $214 Shares 4,560 Est. Cost $46.93 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $212 Shares 1,702 Est. Cost $95.42 Unrealized +22.4%
FSP FRANKLIN STREET PPTYS CORP 0.1%
Value ($000) $206 Shares 39,100 Est. Cost $5.27 Unrealized
REDWOOD TR INC 0.1%
Value ($000) $200 Shares 200,000 Est. Cost $0.94 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $182 Shares 12,218 Est. Cost $6.66 Unrealized +51.5%
TORTOISE PWR & ENERGY INFRAS 0.1%
Value ($000) $178 Shares 13,000 Est. Cost $12.15 Unrealized
MFS CHARTER INCOME TR 0.1%
Value ($000) $124 Shares 14,131 Est. Cost $8.50 Unrealized
AMARIN CORP PLC 0.1%
Value ($000) $111 Shares 25,254 Est. Cost $4.40 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $105 Shares 10,729 Est. Cost $8.95 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $68 Shares 10,909 Est. Cost $4.97 Unrealized
ATHERSYS INC 0.0%
Value ($000) $48 Shares 33,212 Est. Cost $1.74 Unrealized