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  Name: TRIANGLE SECURITIES WEALTH MANAGEMENT
  City: RALEIGH
  State: NC
  Zip: 27608
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $350,814,000
  Total Value Change : $29,187,000
  Securities Held Change : 1
   
All Securities Held : 193
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 73
  Unchanged Positions : 23
  Decreased Positions : 93

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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
   (STT)1 Year Chart         STT State Street Corp 194 Closed $76.16 $0 0 0% -249,000 -3,210 0    Asset Management
   (BF.B)1 Year Chart         BF.B Brown Forman Corporation 196 Closed $49.12 $0 0 0% -414,000 -7,248 0    Beverage - Wineries &...
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 195 Closed $112.67 $0 0 0% -203,000 -1,889 0    Asset Management

      3 Records Found
  1    
Page 1 of 1
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