Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Mainsail Financial Group LLC
  City: BELLEVUE
  State: WA
  Zip: 98004
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $145,125,000
  Total Value Change : $16,080,000
  Securities Held Change : 2
   
All Securities Held : 53
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 36
  Unchanged Positions : 2
  Decreased Positions : 13

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

   
Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 17 New $83.75 $3,110,000 35,963 2.14% 3,110,000 35,963 0.01    Closed - End Fund - E...
   (AMT)1 Year Chart         AMT American Tower Corp 51 New $199.49 $250,000 1,263 0.17% 250,000 1,263 0    Integrated Telecommun...

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