Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
PBWM Holdings LLC
City:
LANCASTER
State:
PA
Zip:
17601
Achive data
View Filing Period:
Current Quarter
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
Portfolio Summary
View Filing
Filing Report Date :
2023-03-31
Total Value :
$430,980,000
Total Value Change :
$31,306,000
Securities Held Change :
0
All Securities Held :
117
New Positions
:
5
Closed Positions
:
5
Increased Positions
:
35
Unchanged Positions
:
47
Decreased Positions
:
30
Download
Free Registration Required For Full Results
Holdings Found :
5
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
VZ
Verizon Communications Inc
121
Closed
$39.67
$0
0
0%
-313,000
-7,957
0
Telecom Services - Do...
AMGN
Amgen Inc
120
Closed
$298.62
$0
0
0%
-208,000
-793
0
Biotechnology
SHOP
Shopify Inc
119
Closed
$67.66
$0
0
0%
-417,000
-12,027
0
N/A
QQQ
Invesco QQQ Trust Series I
118
Closed
$479.19
$0
0
0%
-300,000
-1,126
0
Closed - End Fund - Debt
PPL
PPL Corp
122
Closed
$28.08
$0
0
0%
-200,000
-6,848
0
Electric Utilities
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us