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  Name: Wade Financial Advisory Inc
  City: CAMPBELL
  State: CA
  Zip: 95008
   
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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
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HPQ)1 Year Chart         HPQ HP Inc 79 Closed $36.18 $0 0 0% -241,000 -8,013 0    Diversified Computer ...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 78 Closed $501.92 $0 0 0% -233,000 -442 0    Health Care Plans

      2 Records Found
  1    
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