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Company Main View
Name:
MORRIS FINANCIAL CONCEPTS INC.
City:
MOUNT PLEASANT
State:
SC
Zip:
29464
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 :
$195,457,000
Total Value Change :
$20,356,000
Securities Held Change :
6
All Securities Held :
167
New Positions
:
12
Closed Positions
:
7
Increased Positions
:
55
Unchanged Positions
:
41
Decreased Positions
:
59
Download
Free Registration Required For Full Results
Holdings Found :
7
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
BA
Boeing Co
168
Closed
$177.27
$0
0
0%
-207,000
-795
0
Aerospace/Defense - M...
DWX
Spdr S&P Intl Divd
167
Closed
$34.95
$0
0
0%
-232,000
-6,524
0
Closed - End Fund - E...
IAGG
Ishares International Aggre...
174
Closed
$0.00
$0
0
0%
-3,000
-67
0
N/A
VDE
Vanguard Energy VIPERS
172
Closed
$123.17
$0
0
0%
-6,000
-51
0
Closed - End Fund - E...
IWW
iShares Russell 3000 Value
171
Closed
$87.24
$0
0
0%
-5,000
-55
0
Closed - End Fund - E...
PM
Philip Morris International...
170
Closed
$102.20
$0
0
0%
-252,000
-2,673
0
Cigarettes & Other To...
VAW
Vanguard Materials VIPERS
169
Closed
$194.78
$0
0
0%
-5,000
-26
0
Closed - End Fund - E...
7
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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