Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Tri-Star Advisors Inc.
  City: HOUSTON
  State: TX
  Zip: 77057
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $5,903,000
  Total Value Change : $-711,000
  Securities Held Change : -1
   
All Securities Held : 14
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 0
  Unchanged Positions : 11
  Decreased Positions : 3

                  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:  Decreased 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
   (VMFX.X)1 Year Chart         VMFX.X Vanguard Money Market Reser... 11 - $0.00 $350,000 349,624 5.93% -115,000 -115,554 3.885    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 13 - $258.45 $276,000 1,301 4.68% -148,000 -95 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 14 - $49.56 $244,000 5,589 4.13% -113,000 -1,991 0    Closed - End Fund - F...

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