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Company Main View
Name:
SHELTON WEALTH MANAGEMENT LLC
City:
FORT WORTH
State:
TX
Zip:
76102
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 :
$159,035,000
Total Value Change :
$18,163,000
Securities Held Change :
10
All Securities Held :
114
New Positions
:
14
Closed Positions
:
5
Increased Positions
:
57
Unchanged Positions
:
4
Decreased Positions
:
39
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
IWF
iShares Russell 1000 Growth
111
Closed
$346.03
$0
0
0%
-216,000
-711
0
Closed - End Fund - E...
VRTX
Vertex Pharmaceuticals Inc
115
Closed
$456.95
$0
0
0%
-297,000
-730
0
Drug Manufacturers - ...
REGN
Regeneron Pharmaceuticals Inc
114
Closed
$985.02
$0
0
0%
-264,000
-301
0
Biotechnology
GWW
WW Grainger Inc
113
Closed
$966.40
$0
0
0%
-272,000
-328
0
Electronics Wholesale
TEX
Terex Corp
112
Closed
$60.97
$0
0
0%
-422,000
-7,352
0
Farm & Construction M...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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