Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Econ Financial Services Corp
  City: HARRISBURG
  State: PA
  Zip: 17112
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,055,000
  Total Value Change : $18,962,000
  Securities Held Change : 15
   
All Securities Held : 83
  New Positions : 35
  Closed Positions : 20
  Increased Positions : 18
  Unchanged Positions : 0
  Decreased Positions : 30

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

   
Holdings Found : 20     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
   (FSMB)1 Year Chart         FSMB First Trust Short Duration ... 97 Closed $0.00 $0 0 0% -373,000 -18,675 0    N/A
   (UAA)1 Year Chart         UAA Under Armour Inc 84 Closed $6.68 $0 0 0% -911,000 -103,661 0    Textile - Apparel Clo...
   (VWOB)1 Year Chart         VWOB Vanguard Emerging Markets G... 90 Closed $63.48 $0 0 0% -2,007,000 -31,475 0    N/A
   (FMHI)1 Year Chart         FMHI First Trust Municipal High ... 96 Closed $0.00 $0 0 0% -284,000 -5,955 0    N/A
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 83 Closed $0.00 $0 0 0% -1,643,000 -32,997 0    N/A
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 102 Closed $58.02 $0 0 0% -567,000 -10,896 0    Domestic Money Center...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 89 Closed $182.83 $0 0 0% -2,905,000 -17,046 0    Closed - End Fund - Debt
   (IYZ)1 Year Chart         IYZ iShares Dow Jones US Teleco... 95 Closed $0.00 $0 0 0% -599,000 -26,325 0    Closed - End Fund - E...
   (FLO)1 Year Chart         FLO Flowers Foods Inc 101 Closed $22.33 $0 0 0% -1,031,000 -45,807 0    Processed & Packaged ...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 88 Closed $57.97 $0 0 0% -546,000 -9,363 0    Closed - End Fund - Debt
   (SH)1 Year Chart         SH ProShares Short S&P500 94 Closed $11.64 $0 0 0% -3,954,000 -304,356 0    Closed - End Fund - E...
   (ABT)1 Year Chart         ABT Abbott Laboratories 100 Closed $103.68 $0 0 0% -887,000 -8,060 0    Drug Manufacturers - ...
   (MDT)1 Year Chart         MDT Medtronic Plc 87 Closed $81.04 $0 0 0% -2,041,000 -24,779 0    Medical Appliances & ...
   (PPG)1 Year Chart         PPG PPG Industries Inc 93 Closed $127.32 $0 0 0% -525,000 -3,509 0    Conglomerates
   (D)1 Year Chart         D Dominion Energy Inc 99 Closed $50.43 $0 0 0% -870,000 -18,500 0    Electric Utilities
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 86 Closed $72.06 $0 0 0% -617,000 -8,274 0    Closed - End Fund - Debt
   (XLF)1 Year Chart         XLF SPDR Financial Sector 92 Closed $40.65 $0 0 0% -802,000 -21,331 0    Closed - End Fund - E...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 98 Closed $0.00 $0 0 0% -1,737,000 -17,320 0    N/A
   (MMM)1 Year Chart         MMM 3M Co 85 Closed $100.90 $0 0 0% -2,593,000 -23,720 0    Conglomerates
   (WFC)1 Year Chart         WFC Wells Fargo & Co 91 Closed $57.40 $0 0 0% -561,000 -11,389 0    Domestic Money Center...

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