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Company Main View
Name:
Birchcreek Wealth Management LLC
City:
MIAMI TOWNSHIP
State:
OH
Zip:
45342
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$190,219,000
Total Value Change :
$22,976,000
Securities Held Change :
20
All Securities Held :
156
New Positions
:
24
Closed Positions
:
4
Increased Positions
:
78
Unchanged Positions
:
13
Decreased Positions
:
41
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Free Registration Required For Full Results
Holdings Found :
4
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
FDIS
Fidelity Msci Consumer Disc...
158
Closed
$79.63
$0
0
0%
-228,000
-2,889
0
N/A
ISTB
Ishares Core Short Term Us ...
157
Closed
$47.17
$0
0
0%
-266,000
-5,585
0
N/A
HON
Honeywell International Inc
156
Closed
$210.74
$0
0
0%
-337,000
-1,607
0
Conglomerates
TSLA
Tesla Motors Inc
159
Closed
$177.81
$0
0
0%
-212,000
-854
0
Auto Manufacturers
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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