Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: W.H. Cornerstone Investments Inc.
  City: KINGSTON
  State: MA
  Zip: 02364
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $138,753,000
  Total Value Change : $12,609,000
  Securities Held Change : 4
   
All Securities Held : 131
  New Positions : 10
  Closed Positions : 7
  Increased Positions : 68
  Unchanged Positions : 3
  Decreased Positions : 50

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

   
Holdings Found : 7     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
   (SWKS)1 Year Chart         SWKS Skyworks Solutions Inc 135 Closed $93.43 $0 0 0% -258,000 -2,292 0    Semiconductor - Integ...
   (VNLA)1 Year Chart         VNLA Janus Short Duration Income... 134 Closed $48.41 $0 0 0% -231,000 -4,784 0    N/A
   (NEE)1 Year Chart         NEE NextEra Energy 133 Closed $76.32 $0 0 0% -201,000 -3,307 0    Electric Utilities
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 132 Closed $42.62 $0 0 0% -222,000 -5,258 0    N/A
   (JKHY)1 Year Chart         JKHY Jack Henry & Associates 131 Closed $169.63 $0 0 0% -248,000 -1,521 0    Business Software & S...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 137 Closed $99.36 $0 0 0% -262,000 -2,657 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 136 Closed $177.81 $0 0 0% -207,000 -835 0    Auto Manufacturers

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