Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Winch Advisory Services LLC
  City: APPLETON
  State: WI
  Zip: 54911
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $327,371,000
  Total Value Change : $25,833,000
  Securities Held Change : 5
   
All Securities Held : 451
  New Positions : 16
  Closed Positions : 11
  Increased Positions : 178
  Unchanged Positions : 199
  Decreased Positions : 58

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HAS)1 Year Chart         HAS Hasbro Inc 448 Closed $60.66 $0 0 0% -1,000 -20 0    Toys & Games
   (PTRA)1 Year Chart         PTRA Proterra Ord Shs 446 Closed $0.01 $0 0 0% 0 -67 0    N/A
   (BIPC)1 Year Chart         BIPC Brookfield Infrastructure O... 453 Closed $35.54 $0 0 0% 0 -1 0    N/A
   (LTHM)1 Year Chart         LTHM Livent Corp. 434 Closed $0.00 $0 0 0% -20,000 -1,105 0    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 452 Closed $461.18 $0 0 0% -3,000 -8 0    Investment Brokerage ...
   (GNRC)1 Year Chart         GNRC Generac Holdings Inc. 412 Closed $148.66 $0 0 0% -4,000 -32 0    Electronic Equipment
   (GOV)1 Year Chart         GOV Government Properties Incom... 451 Closed $2.23 $0 0 0% -1,000 -128 0    REIT - Office
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... 411 Closed $103.62 $0 0 0% -15,000 -154 0    N/A
   (GBIL)1 Year Chart         GBIL Goldman Sachs Treasuryacces... 450 Closed $100.05 $0 0 0% -4,846,000 -48,589 0    N/A
   (BIP)1 Year Chart         BIP Brookfield Infrastructure P... 410 Closed $30.10 $0 0 0% -1,000 -23 0    Electric Utilities
   (ROKU)1 Year Chart         ROKU Roku, Inc 449 Closed $56.76 $0 0 0% -14,000 -150 0    N/A

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results