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Company Main View
Name:
DEFINED WEALTH MANAGEMENT LLC
City:
BEAVERTON
State:
OR
Zip:
97008
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 :
$139,207,000
Total Value Change :
$8,609,000
Securities Held Change :
5
All Securities Held :
103
New Positions
:
7
Closed Positions
:
3
Increased Positions
:
35
Unchanged Positions
:
14
Decreased Positions
:
47
Download
Free Registration Required For Full Results
Holdings Found :
3
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
IWD
iShares Russell 1000 Value
106
Closed
$172.79
$0
0
0%
-627,000
-3,795
0
Closed - End Fund - E...
BIIB
Biogen Idec Inc
105
Closed
$231.69
$0
0
0%
-241,000
-933
0
Biotechnology
IWZ
iShares Russell 3000 Growth
104
Closed
$127.05
$0
0
0%
-266,000
-2,555
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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