Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Harwood Advisory Group LLC
  City: LARGO
  State: FL
  Zip: 33773
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $358,779,000
  Total Value Change : $-13,924,000
  Securities Held Change : -6
   
All Securities Held : 137
  New Positions : 10
  Closed Positions : 16
  Increased Positions : 26
  Unchanged Positions : 6
  Decreased Positions : 95

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

   
Holdings Found : 16     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
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 142 Closed $113.97 $0 0 0% -377,000 -3,775 0    Integrated Oil & Gas
   (MET)1 Year Chart         MET MetLife Inc 148 Closed $70.04 $0 0 0% -859,000 -12,985 0    Life & Health Insurance
   (AMGN)1 Year Chart         AMGN Amgen Inc 141 Closed $305.69 $0 0 0% -208,000 -722 0    Biotechnology
   (AMT)1 Year Chart         AMT American Tower Corp 147 Closed $199.49 $0 0 0% -268,000 -1,241 0    Integrated Telecommun...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 153 Closed $49.25 $0 0 0% -480,000 -10,286 0    Closed - End Fund - E...
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 140 Closed $296.51 $0 0 0% -322,000 -1,598 0    Home Furnishing Stores
   (PAYX)1 Year Chart         PAYX Paychex Inc 146 Closed $121.83 $0 0 0% -380,000 -3,187 0    Staffing & Outsourcin...
   (IBKR)1 Year Chart         IBKR Interactive Brokers Group Inc 152 Closed $113.50 $0 0 0% -1,595,000 -19,246 0    Investment Brokerage ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 139 Closed $372.63 $0 0 0% -203,000 -603 0    Medical Appliances & ...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 145 Closed $263.45 $0 0 0% -273,000 -1,150 0    Closed - End Fund - E...
   (AWK)1 Year Chart         AWK American Water Works Compan... 151 Closed $130.62 $0 0 0% -216,000 -1,639 0    Multi Utilities
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 138 Closed $108.05 $0 0 0% -1,164,000 -10,754 0    Closed - End Fund - E...
   (ALL)1 Year Chart         ALL Allstate Corp 144 Closed $163.12 $0 0 0% -274,000 -1,955 0    Property & Casualty I...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 150 Closed $219.43 $0 0 0% -3,635,000 -19,012 0    Closed - End Fund - E...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 143 Closed $109.05 $0 0 0% -2,532,000 -24,242 0    Closed - End Fund - E...
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 149 Closed $90.70 $0 0 0% -1,176,000 -13,744 0    Closed - End Fund - E...

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