Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Cordatus Wealth Management LLC
  City: NEWTOWN
  State: PA
  Zip: 18940
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $137,959,000
  Total Value Change : $17,141,000
  Securities Held Change : 5
   
All Securities Held : 60
  New Positions : 9
  Closed Positions : 6
  Increased Positions : 29
  Unchanged Positions : 2
  Decreased Positions : 20

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

   
Holdings Found : 6     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
   (GNK)1 Year Chart         GNK Genco Shipping & Trading Ltd 61 Closed $21.95 $0 0 0% -332,000 -20,000 0    Water Transportation
   (LLAP)1 Year Chart         LLAP Terran Orbital Corp 66 Closed $0.81 $0 0 0% -42,000 -36,655 0    N/A
   (ES)1 Year Chart         ES Eversource Energy 65 Closed $60.82 $0 0 0% -1,166,000 -18,891 0    Electric Utilities
   (PFGC)1 Year Chart         PFGC Performance Food Group Co 64 Closed $69.41 $0 0 0% -295,000 -4,263 0    N/A
   (JAZZ)1 Year Chart         JAZZ Jazz Pharmaceuticals Inc 63 Closed $109.27 $0 0 0% -228,000 -1,855 0    Biotechnology
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 62 Closed $276.22 $0 0 0% -310,000 -1,199 0    Aerospace/Defense Pro...

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