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Company Main View
Name:
Goldstein Advisors LLC
City:
Madison
State:
WI
Zip:
53717
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$585,169,000
Total Value Change :
$66,474,000
Securities Held Change :
9
All Securities Held :
155
New Positions
:
11
Closed Positions
:
3
Increased Positions
:
53
Unchanged Positions
:
22
Decreased Positions
:
69
Download
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
MELI
Mercadolibre Inc
156
Closed
$1,621.09
$0
0
0%
-201,000
-128
0
Business Services
BMY
Bristol-Myers Squibb Co
158
Closed
$40.88
$0
0
0%
-466,000
-9,090
0
Drug Manufacturers - ...
TSLA
Tesla Motors Inc
157
Closed
$177.81
$0
0
0%
-305,000
-1,227
0
Auto Manufacturers
3
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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