Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Personal Resources Investment & Strategic Manageme
  City: Studio City
  State: CA
  Zip: 91604
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $333,037,000
  Total Value Change : $22,574,000
  Securities Held Change : -6
   
All Securities Held : 59
  New Positions : 3
  Closed Positions : 10
  Increased Positions : 23
  Unchanged Positions : 15
  Decreased Positions : 18

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

    
Holdings Found : 18     View All Holdings Currently Viewing:  Decreased 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
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 7 - $0.00 $15,574,000 153,579 4.68% 532,000 -4,429 0.179    N/A
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 10 - $0.00 $12,713,000 69,589 3.82% -215,000 -7,119 0.077    N/A
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 14 - $0.00 $11,871,000 224,535 3.56% 334,000 -16,517 0.249    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 15 - $172.79 $11,209,000 62,579 3.37% 860,000 -46 0.02    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 16 - $542.78 $10,791,000 20,630 3.24% 377,000 -1,280 0    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 17 - $479.19 $9,638,000 21,707 2.89% -486,000 -3,016 0.005    Closed - End Fund - Debt
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 19 - $160.19 $6,213,000 38,149 1.87% 359,000 -1,006 0.007    Closed - End Fund - E...
   (FIW)1 Year Chart         FIW First Trust ISE Water 21 - $100.67 $4,088,000 40,039 1.23% 245,000 -498 0.445    Closed - End Fund - Debt
   (PWB)1 Year Chart         PWB Invesco Dynamic Large Cap G... 23 - $93.20 $2,219,000 24,848 0.67% 282,000 -86 0.209    Closed - End Fund - Debt
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 33 - $180.50 $802,000 4,295 0.24% -44,000 -573 0.003    Closed - End Fund - E...
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 36 - $103.62 $669,000 6,636 0.2% 54,000 -123 0.004    Closed - End Fund - E...
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 39 - $0.00 $561,000 7,356 0.17% 35,000 -218 0.007    N/A
   (QQMG)1 Year Chart         QQMG Invesco Esg Nasdaq 100 Etf 42 - $0.00 $509,000 16,695 0.15% 28,000 -570 0.186    N/A
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 43 - $73.89 $497,000 6,542 0.15% -135,000 -2,469 0.005    Closed - End Fund - Debt
   (FXI)1 Year Chart         FXI iShares FTSE/Xinhua China 25 44 - $26.17 $452,000 18,764 0.14% -18,000 -780 0.001    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 46 - $176.79 $424,000 2,806 0.13% 31,000 -8 0    Search Engines & Info...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 48 - $131.88 $415,000 459 0.12% 387,000 -102 0    Semiconductor - Speci...
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 56 - $136.45 $208,000 1,517 0.06% -2,000 -30 0.002    Closed - End Fund - E...
      18 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us