Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
MY Wealth Management Inc.
City:
GERMANTOWN
State:
MD
Zip:
20876
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 :
$90,654,000
Total Value Change :
$-15,637,000
Securities Held Change :
-1
All Securities Held :
25
New Positions
:
3
Closed Positions
:
5
Increased Positions
:
3
Unchanged Positions
:
3
Decreased Positions
:
16
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
SPYG
SPDR Dow Jones Wilshire Lar...
17
-
$75.01
$976,000
13,340
1.08%
108,000
0
0.001
Closed - End Fund - E...
SHM
Spdr Brcly Cap Shrt Trm Mu
19
-
$46.90
$386,000
8,135
0.43%
-3,000
0
0.008
Closed - End Fund - E...
PG
Procter & Gamble Co
22
-
$164.54
$272,000
1,678
0.3%
26,000
0
0
Cleaning Products
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us