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Company Main View
Name:
Evergreen Wealth Solutions LLC
City:
WILLIAMSPORT
State:
PA
Zip:
08247
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$135,062,000
Total Value Change :
$18,061,000
Securities Held Change :
8
All Securities Held :
120
New Positions
:
13
Closed Positions
:
5
Increased Positions
:
29
Unchanged Positions
:
6
Decreased Positions
:
72
Download
Free Registration Required For Full Results
Holdings Found :
5
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
TSLA
Tesla Motors Inc
120
Closed
$177.81
$0
0
0%
-263,000
-1,060
0
Auto Manufacturers
FHLC
Fidelity Msci Health Care I...
124
Closed
$68.83
$0
0
0%
-241,000
-3,725
0
N/A
ME
23andMe Holding Co.
123
Closed
$0.42
$0
0
0%
-12,000
-13,257
0
N/A
GILD
Gilead Sciences Inc
122
Closed
$63.85
$0
0
0%
-207,000
-2,558
0
Biotechnology
BA
Boeing Co
121
Closed
$191.42
$0
0
0%
-206,000
-791
0
Aerospace/Defense - M...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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