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Company Main View
Name:
Coastwise Capital Group LLC
City:
LA JOLLA
State:
CA
Zip:
92037
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$107,874,000
Total Value Change :
$9,824,000
Securities Held Change :
9
All Securities Held :
122
New Positions
:
9
Closed Positions
:
3
Increased Positions
:
62
Unchanged Positions
:
6
Decreased Positions
:
45
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Free Registration Required For Full Results
Holdings Found :
3
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
BTI
British American Tobacco (ADR)
125
Closed
$30.70
$0
0
0%
-206,000
-7,043
0
Cigarettes & Other To...
CBOE
Cboe Holdings, Inc.
124
Closed
$0.00
$0
0
0%
-226,000
-1,268
0
Diversified Investments
AMJ
Jpmorgan Alerian Mlp Index Etn
123
Closed
$28.30
$0
0
0%
-311,000
-12,258
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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