Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MONEYWISE INC.
  City: FOREST
  State: VA
  Zip: 24551
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (UPS)1 Year Chart         UPS United Parcel Service Inc 27 - $135.65 $1,440,000 9,688 0.78% -83,000 0 0.001    AirDelivery & Freight...
   (GEF)1 Year Chart         GEF Greif Inc 38 - $60.73 $673,000 9,750 0.37% 33,000 0 0.037    Packaging & Containers
   (BWXT)1 Year Chart         BWXT BWX Technologies Inc 55 - $44.15 $269,000 2,622 0.15% 68,000 0 0.003    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 56 - $215.73 $244,000 1,186 0.13% 17,000 0 0    Closed - End Fund - E...
   (CSX)1 Year Chart         CSX CSX Corp 57 - $32.18 $242,000 6,518 0.13% 16,000 0 0    Railroads

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