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  Name: MONEYWISE INC.
  City: FOREST
  State: VA
  Zip: 24551
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $183,981,000
  Total Value Change : $9,841,000
  Securities Held Change : 7
   
All Securities Held : 59
  New Positions : 12
  Closed Positions : 5
  Increased Positions : 10
  Unchanged Positions : 5
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 64 Closed $0.00 $0 0 0% -206,000 -5,259 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 63 Closed $166.79 $0 0 0% -269,000 -1,833 0    Cleaning Products
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 62 Closed $35.44 $0 0 0% -257,000 -7,542 0    Closed - End Fund - E...
   (GRNB)1 Year Chart         GRNB Vaneck Vectors Green Bond Etf 61 Closed $0.00 $0 0 0% -305,000 -12,817 0    N/A
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 60 Closed $111.85 $0 0 0% -309,000 -2,712 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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