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  Name: Gitterman Wealth Management LLC
  City: Edison
  State: NJ
  Zip: 08837
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $257,967,000
  Total Value Change : $33,478,000
  Securities Held Change : 11
   
All Securities Held : 100
  New Positions : 24
  Closed Positions : 16
  Increased Positions : 36
  Unchanged Positions : 12
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 16     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
   (SNPS)1 Year Chart         SNPS Synopsys Inc 109 Closed $560.80 $0 0 0% -277,000 -537 0    Technical & System So...
   (EXPE)1 Year Chart         EXPE Expedia Inc 115 Closed $112.86 $0 0 0% -388,000 -2,558 0    Internet Service Prov...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 102 Closed $62.99 $0 0 0% -290,000 -4,725 0    N/A
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 108 Closed $224.94 $0 0 0% -254,000 -980 0    Biotechnology
   (FTV)1 Year Chart         FTV Fortive Corp 114 Closed $74.44 $0 0 0% -251,000 -3,413 0    N/A
   (PFTAU)1 Year Chart         PFTAU Portage Fintech Acquisition... 101 Closed $0.00 $0 0 0% -104,000 -10,000 0    N/A
   (MAS)1 Year Chart         MAS Masco Corp 107 Closed $69.92 $0 0 0% -408,000 -6,096 0    Industrial Equipment ...
   (A)1 Year Chart         A Agilent Technologies Inc 113 Closed $130.41 $0 0 0% -360,000 -2,588 0    Scientific & Technica...
   (MAR)1 Year Chart         MAR Marriott International Inc 106 Closed $231.17 $0 0 0% -353,000 -1,564 0    Lodging
   (AOS)1 Year Chart         AOS AO Smith Corp 112 Closed $86.07 $0 0 0% -418,000 -5,071 0    Electronic Equipment
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 105 Closed $252.78 $0 0 0% -418,000 -1,747 0    Business Services
   (DVA)1 Year Chart         DVA Davita Healthcare Partners 111 Closed $147.12 $0 0 0% -283,000 -2,698 0    Specialized Health Se...
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 104 Closed $169.56 $0 0 0% -292,000 -1,479 0    Drugs - Generic
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 110 Closed $444.76 $0 0 0% -500,000 -838 0    Application Software
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 116 Closed $294.91 $0 0 0% -398,000 -1,350 0    Networking & Communic...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 103 Closed $134.34 $0 0 0% -273,000 -2,084 0    Restaurants

      16 Records Found
  1    
Page 1 of 1
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