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Company Main View
Name:
Partnership Wealth Management LLC
City:
TOWSON
State:
MD
Zip:
21286
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$142,620,000
Total Value Change :
$9,977,000
Securities Held Change :
0
All Securities Held :
210
New Positions
:
2
Closed Positions
:
2
Increased Positions
:
37
Unchanged Positions
:
135
Decreased Positions
:
36
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
FOXF
Fox Factory Holding Corp
44
New
$46.34
$859,000
16,502
0.6%
859,000
16,502
0.036
N/A
BWA
Borgwarner Inc
170
New
$32.44
$23,000
660
0.02%
23,000
660
0
Auto Parts
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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