Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Wade Financial Advisory Inc
  City: CAMPBELL
  State: CA
  Zip: 95008
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $274,272,000
  Total Value Change : $9,771,000
  Securities Held Change : 2
   
All Securities Held : 77
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 11
  Unchanged Positions : 20
  Decreased Positions : 43

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (IBM)1 Year Chart         IBM International Business Mach... 73 New $170.01 $244,000 1,276 0.09% 244,000 1,276 0    Diversified Computer ...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 74 New $58.45 $233,000 3,835 0.08% 233,000 3,835 0.002    Closed - End Fund - E...
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 76 New $89.79 $222,000 2,387 0.08% 222,000 2,387 0    Closed - End Fund - E...

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