Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Tyler-Stone Wealth Management
  City: BEACHWOOD
  State: OH
  Zip: 44122
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,120,000
  Total Value Change : $25,953,000
  Securities Held Change : 5
   
All Securities Held : 903
  New Positions : 42
  Closed Positions : 37
  Increased Positions : 191
  Unchanged Positions : 482
  Decreased Positions : 188

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 37     View All Holdings Currently Viewing:  Closed 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
   (SPLK)1 Year Chart         SPLK Splunk Inc 893 Closed $156.90 $0 0 0% -6,000 -37 0    Application Software
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 880 Closed $14.16 $0 0 0% -32,000 -2,054 0    Closed - End Fund - Debt
   (LCTU)1 Year Chart         LCTU Blackrock Us Carbon Transit... 867 Closed $0.00 $0 0 0% -4,000 -75 0    N/A
   (SVRA)1 Year Chart         SVRA Savara Inc 899 Closed $4.48 $0 0 0% -1,000 -160 0    Biotechnology
   (ONB)1 Year Chart         ONB Old National Bancorp 886 Closed $17.59 $0 0 0% -24,000 -1,415 0    Domestic Regional Banks
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 873 Closed $0.00 $0 0 0% -2,000 -52 0    N/A
   (SPHR)1 Year Chart         SPHR Sphere Entertainment Co 892 Closed $36.04 $0 0 0% -1,000 -40 0    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 879 Closed $81.84 $0 0 0% -3,000 -45 0    N/A
   (AR)1 Year Chart         AR Antero Resources Corp 866 Closed $35.00 $0 0 0% -1,000 -26 0    Oil & Gas Drilling & ...
   (PCT)1 Year Chart         PCT Purecycle Technologies, Inc. 898 Closed $0.00 $0 0 0% -1,000 -244 0    N/A
   (KIND)1 Year Chart         KIND Nextdoor Holdings Ord Shs C... 885 Closed $0.00 $0 0 0% -1,000 -400 0    N/A
   (LOCO)1 Year Chart         LOCO El Pollo Loco Holdings, Inc. 872 Closed $11.03 $0 0 0% -4,000 -500 0    N/A
   (SND)1 Year Chart         SND Smart Sand, Inc. 891 Closed $2.21 $0 0 0% 0 -13 0    N/A
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 878 Closed $34.36 $0 0 0% -3,000 -100 0    N/A
   (TOLZ)1 Year Chart         TOLZ ProShares DJ Brookfield Glo... 865 Closed $47.50 $0 0 0% -11,000 -240 0.003    N/A
   (JOE)1 Year Chart         JOE St Joe Co 897 Closed $58.22 $0 0 0% -66,000 -1,100 0    Real Estate Development
   (LTHM)1 Year Chart         LTHM Livent Corp. 884 Closed $0.00 $0 0 0% -6,000 -350 0    N/A
   (ECL)1 Year Chart         ECL Ecolab Inc 871 Closed $233.66 $0 0 0% -20,000 -100 0    Cleaning Products
   (SWKS)1 Year Chart         SWKS Skyworks Solutions Inc 890 Closed $93.62 $0 0 0% -29,000 -260 0    Semiconductor - Integ...
   (NVTA)1 Year Chart         NVTA Invitae Corp 877 Closed $0.00 $0 0 0% -15,000 -24,440 0    N/A
   (RIG)1 Year Chart         RIG Transocean Inc 896 Closed $6.03 $0 0 0% 0 -2 0    Oil & Gas Drilling & ...
   (JBLU)1 Year Chart         JBLU JetBlue Airways Corp 883 Closed $6.04 $0 0 0% 0 -38 0    Regional Airlines
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 870 Closed $46.55 $0 0 0% -30,000 -750 0    Major Airlines
   (TLK)1 Year Chart         TLK PT Telekomunikasi Indonesia... 889 Closed $18.79 $0 0 0% -8,000 -300 0    Telecom Services - Fo...
   (HIMX)1 Year Chart         HIMX Himax Technologies Inc 876 Closed $6.67 $0 0 0% 0 -42 0    Semiconductor - Speci...
   (WPRT)1 Year Chart         WPRT Westport Innovations Inc 895 Closed $6.31 $0 0 0% 0 -1 0    Pollution and Treatme...
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 882 Closed $0.00 $0 0 0% -1,000 -12 0    N/A
   (CSX)1 Year Chart         CSX CSX Corp 869 Closed $33.52 $0 0 0% -12,000 -360 0    Railroads
   (DOG)1 Year Chart         DOG Proshares Short Dow30 901 Closed $28.43 $0 0 0% -1,000 -26 0    Closed - End Fund - E...
   (PK)1 Year Chart         PK Park Hotels & Resorts Inc. 888 Closed $16.32 $0 0 0% 0 -1 0    N/A
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 875 Closed $1.20 $0 0 0% 0 -194 0    Wireless Communications
   (EXT)1 Year Chart         EXT WisdomTree Trust 894 Closed $50.79 $0 0 0% -17,000 -350 0    N/A
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 881 Closed $110.20 $0 0 0% -6,000 -55 0    Closed - End Fund - E...
   (CNK)1 Year Chart         CNK Cinemark Holdings Inc 868 Closed $17.68 $0 0 0% -2,000 -109 0    Movie Production & Di...
   (SH)1 Year Chart         SH ProShares Short S&P500 900 Closed $11.85 $0 0 0% -1,000 -59 0    Closed - End Fund - E...
   (ALTL)1 Year Chart         ALTL Pacer Lunt Large Cap Altern... 887 Closed $0.00 $0 0 0% -15,000 -435 0    N/A
   (FTSL)1 Year Chart         FTSL First Trust Senior Loan Fund 874 Closed $46.30 $0 0 0% -1,000 -21 0    N/A

      37 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results