Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Fonville Wealth Management LLC
  City: RICHMOND
  State: VA
  Zip: 23229
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,724,000
  Total Value Change : $37,234,000
  Securities Held Change : 8
   
All Securities Held : 94
  New Positions : 12
  Closed Positions : 4
  Increased Positions : 56
  Unchanged Positions : 9
  Decreased Positions : 17

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

   
Holdings Found : 3     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
   (MCD)1 Year Chart         MCD McDonalds Corp 98 Closed $253.51 $0 0 0% -202,000 -682 0    Restaurants
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 97 Closed $37.31 $0 0 0% -330,000 -7,536 0    CATV Systems
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 96 Closed $0.00 $0 0 0% -202,000 -7,450 0    N/A

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