Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Core Wealth Advisors Inc.
  City: LAKELAND
  State: FL
  Zip: 33801
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $294,304,000
  Total Value Change : $22,116,000
  Securities Held Change : -1
   
All Securities Held : 260
  New Positions : 14
  Closed Positions : 16
  Increased Positions : 44
  Unchanged Positions : 169
  Decreased Positions : 33

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

    
Holdings Found : 16     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
   (CCI)1 Year Chart         CCI Crown Castle International ... 265 Closed $100.22 $0 0 0% -4,000 -39 0    Integrated Telecommun...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 252 Closed $63.78 $0 0 0% 0 -8 0    Closed - End Fund - E...
   (AYX)1 Year Chart         AYX Alteryx Inc 258 Closed $48.26 $0 0 0% -15,000 -326 0    N/A
   (XEL)1 Year Chart         XEL Xcel Energy Inc 264 Closed $55.52 $0 0 0% -15,000 -246 0    Electric Utilities
   (CART)1 Year Chart         CART Maplebear Inc. 251 Closed $32.87 $0 0 0% 0 -20 0    N/A
   (PLUG)1 Year Chart         PLUG Plug Power Inc 257 Closed $3.41 $0 0 0% -9,000 -2,000 0    Industrial Electrical...
   (PM)1 Year Chart         PM Philip Morris International... 263 Closed $101.07 $0 0 0% -3,000 -37 0    Cigarettes & Other To...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 250 Closed $21.17 $0 0 0% 0 -10 0    N/A
   (BLDP)1 Year Chart         BLDP Ballard Power Systems Inc (... 256 Closed $3.11 $0 0 0% -7,000 -2,000 0    Industrial Electrical...
   (IPAY)1 Year Chart         IPAY Amplify Mobile Payments ETF 262 Closed $48.70 $0 0 0% -15,000 -324 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 255 Closed $802.91 $0 0 0% -29,000 -49 0    Drug Manufacturers - ...
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... 261 Closed $112.43 $0 0 0% -1,000 -11 0    N/A
   (TACK)1 Year Chart         TACK Fairlead Tactical Sector Etf 254 Closed $0.00 $0 0 0% -3,000 -106 0    N/A
   (NKLA)1 Year Chart         NKLA Nikola Inc 260 Closed $33.97 $0 0 0% -2,000 -2,000 0    N/A
   (FCEL)1 Year Chart         FCEL Fuelcell Energy Inc 253 Closed $0.20 $0 0 0% -3,000 -2,000 0    Industrial Electrical...
   (DD)1 Year Chart         DD DuPont de Nemours Inc 259 Closed $78.55 $0 0 0% -6,000 -79 0    Diversified Chemicals
      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us