Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Phoenix Wealth Advisors
  City: CHAPEL HILL
  State: NC
  Zip: 27517
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,167,000
  Total Value Change : $20,597,000
  Securities Held Change : 1
   
All Securities Held : 112
  New Positions : 10
  Closed Positions : 9
  Increased Positions : 39
  Unchanged Positions : 16
  Decreased Positions : 47

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

   
Holdings Found : 9     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
   (EXAS)1 Year Chart         EXAS Exact Sciences Corp 118 Closed $42.93 $0 0 0% -415,000 -5,620 0    Biotechnology
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 117 Closed $96.62 $0 0 0% -247,000 -2,497 0    Closed - End Fund - E...
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc 116 Closed $86.98 $0 0 0% -214,000 -2,460 0    AirDelivery & Freight...
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... 115 Closed $145.69 $0 0 0% -1,535,000 -11,128 0    Closed - End Fund - E...
   (CRSP)1 Year Chart         CRSP Crispr Therapeutics Ag 121 Closed $57.87 $0 0 0% -385,000 -5,826 0    N/A
   (PATH)1 Year Chart         PATH Uipath, Inc. 114 Closed $12.00 $0 0 0% -356,000 -14,952 0    N/A
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... 120 Closed $62.84 $0 0 0% -217,000 -3,143 0    N/A
   (BA)1 Year Chart         BA Boeing Co 113 Closed $190.24 $0 0 0% -249,000 -988 0    Aerospace/Defense - M...
   (CELH)1 Year Chart         CELH Celsius Holdings Inc 119 Closed $73.20 $0 0 0% -439,000 -7,440 0    Beverage Soft Drinks...

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