Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WINDSOR CAPITAL MANAGEMENT, LLC
  City: PHOENIX
  State: AZ
  Zip: 85050
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $322,473,000
  Total Value Change : $16,739,000
  Securities Held Change : -1
   
All Securities Held : 111
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 46
  Unchanged Positions : 12
  Decreased Positions : 50

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

   
Holdings Found : 4     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
   (FERG)1 Year Chart         FERG Ferguson plc 112 Closed $219.53 $0 0 0% -206,000 -1,069 0    N/A
   (GIM)1 Year Chart         GIM Templeton Global Income Fund 111 Closed $3.85 $0 0 0% -61,000 -16,065 0    Closed - End Fund - F...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 110 Closed $177.81 $0 0 0% -271,000 -1,091 0    Auto Manufacturers
   (XEL)1 Year Chart         XEL Xcel Energy Inc 109 Closed $54.93 $0 0 0% -203,000 -3,280 0    Electric Utilities

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