Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Commonwealth Retirement Investments LLC
  City: RICHMOND
  State: VA
  Zip: 23235
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $209,443,000
  Total Value Change : $20,692,000
  Securities Held Change : -3
   
All Securities Held : 80
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 49
  Unchanged Positions : 5
  Decreased Positions : 19

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

   
Holdings Found : 10     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
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 84 Closed $77.78 $0 0 0% -216,000 -2,999 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 83 Closed $88.64 $0 0 0% -1,582,000 -18,873 0    Closed - End Fund - E...
   (IAK)1 Year Chart         IAK iShares Dow Jones U.S. Insu... 89 Closed $113.45 $0 0 0% -230,000 -2,302 0    Closed - End Fund - E...
   (FTXG)1 Year Chart         FTXG First Trust Nasdaq Food & B... 82 Closed $0.00 $0 0 0% -289,000 -11,908 0    N/A
   (PJP)1 Year Chart         PJP Invesco Dynamic Pharmaceuti... 88 Closed $81.16 $0 0 0% -1,557,000 -20,462 0    Closed - End Fund - Debt
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 81 Closed $0.00 $0 0 0% -1,582,000 -15,075 0    N/A
   (BITO)1 Year Chart         BITO Proshares Bitcoin Strategy Etf 87 Closed $0.00 $0 0 0% -205,000 -10,000 0    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 80 Closed $265.32 $0 0 0% -564,000 -2,524 0    Closed - End Fund - E...
   (IYK)1 Year Chart         IYK iShares Dow Jones US Non-Co... 86 Closed $66.33 $0 0 0% -1,579,000 -8,238 0    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 85 Closed $0.00 $0 0 0% -400,000 -5,130 0    N/A

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