Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CCG WEALTH MANAGEMENT LLC
  City: SAN DIEGO
  State: CA
  Zip: 92130
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $165,985,000
  Total Value Change : $17,014,000
  Securities Held Change : 17
   
All Securities Held : 71
  New Positions : 20
  Closed Positions : 5
  Increased Positions : 26
  Unchanged Positions : 9
  Decreased Positions : 16

                  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:  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
   (PFE)1 Year Chart         PFE Pfizer Inc 76 Closed $29.55 $0 0 0% -225,000 -7,820 0    Drug Manufacturers - ...
   (EEMV)1 Year Chart         EEMV Ishares Msci Emerging Marke... 75 Closed $0.00 $0 0 0% -357,000 -6,422 0    N/A
   (XEL)1 Year Chart         XEL Xcel Energy Inc 74 Closed $55.16 $0 0 0% -234,000 -3,784 0    Electric Utilities
   (CAT)1 Year Chart         CAT Caterpillar Inc 73 Closed $329.45 $0 0 0% -920,000 -3,113 0    Farm & Construction M...
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 72 Closed $41.80 $0 0 0% -290,000 -7,406 0    Closed - End Fund - E...

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