Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: NDWM LLC
  City: LA JOLLA
  State: CA
  Zip: 92037
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $109,826,000
  Total Value Change : $5,930,000
  Securities Held Change : 4
   
All Securities Held : 32
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 7
  Decreased Positions : 8

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

   
Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged 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
   (NOW)1 Year Chart         NOW Servicenow, Inc. 11 - $730.17 $1,831,000 2,401 1.67% 135,000 0 0.001    Information Technolog...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 18 - $177.81 $641,000 3,645 0.58% -265,000 0 0    Auto Manufacturers
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 20 - $215.47 $588,000 2,857 0.54% 42,000 0 0.001    Closed - End Fund - E...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 24 - $57.25 $428,000 7,438 0.39% -3,000 0 0.008    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 26 - $446.34 $352,000 836 0.32% 38,000 0 0    Application Software
   (BA)1 Year Chart         BA Boeing Co 29 - $174.99 $237,000 1,227 0.22% -83,000 0 0    Aerospace/Defense - M...
   (CPB)1 Year Chart         CPB Campbell Soup Co 32 - $44.96 $209,000 4,709 0.19% 5,000 0 0.002    Food - Major Diversified

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