Portfolio (Quarterly)
Guide ↗
BIP Wealth, LLC
· CIK 0001590214| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | FIRST CHINA PHARMA XXXREGISTRATION REVOKED BY THE SEC EFF: 06/03/15 | — | 25,000 | — | — | SOLD |
| 42 | — | FLOWER ONE HLDGS INC F | — | 10,350 | — | — | SOLD |
| 43 | — | IBIZ TECHNOLOGY CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 06/19/06 | — | 25,000 | — | — | SOLD |
| 44 | — | PATTEN ENERGY SOLUTIONS | — | 10,000 | — | — | SOLD |
| 45 | — | QUADRANT 4 SYSTEMS | — | 45,000 | — | — | SOLD |
Sector Allocation
Financial Services
59.6%
Technology
15.4%
Industrials
6.6%
Consumer Cyclical
4.6%
Healthcare
3.6%
Consumer Defensive
2.9%
Communication Services
2.3%
Energy
2.3%
Utilities
1.7%
Basic Materials
0.6%