William V Altenberger

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 54

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

PNC bank — Interest

ira with lifemark

cefcu (credit union) — Interest

cefeu (credit union) — Interest

cefeu (credit union) — Interest

cash & money market wtih hiemark — Interest

caterpillar — Int/Div — Sold

irs with lifemark

cash & money market with lifemark — Interest

abbott labs — Int/Div — Buy

mel — Int/Div

pohnson& phnson — Int/Div

nuveen qualify preerred mcome fund 2 — Int/Div

virtus global dividend &income fund — Interest

microsoft — Int/Div

cisco — Int/Div

duke energy — Int/Div

visa — Int/Div

first energy — Int/Div — Sold

enbridge, inc — Int/Div

abbvue — Int/Div — Buy

alphabet — Int/Div — Buy

netflix — Int/Div — Buy

sector spider technology — Int/Div — Buy

sector spider financial — Int/Div — Buy

sector spider industrials — Int/Div — Buy

sectgor spider consumer — Int/Div — Buy

boardwalk — Int/Div — Redeemed

fannie mae — Int/Div

caterpillar — Int/Div — Sold

cash account lifemark — Interest

m&t — Int/Div

alcatel-lucent — Int/Div

exelon — Int/Div — Sold

vodaphone — Int/Div — Sold

venzon — Int/Div

century link — Int/Div — Sold

fannie mae — Int/Div

exxon mobile — Int/Div

boardwalk energy — Int/Div — Redeemed

idearc — Int/Div

southern co — Interest

amazon — Int/Div

frontier communications — Int/Div — Sold

ohn hancock preferred meome fund — Int/Div — Buy

S10.

ge — Int/Div

cash account hifemark — Interest

hn hancockpreferred income fund 11 — Int/Div — Buy

john hancock preferred income fund HI — Int/Div — Buy

caterpillar — Int/Div — Sold

brighthouse financial — Int/Div

metlife — Int/Div

visa — Int/Div

Part VII lines 34 & 55 (lines 24 & 43 of 2017 report) are duplicate entries. There was only a single saale falling within code M and a single gain falling within code

F

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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William V Altenberger | Frix