Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: D. SCOTT NEAL INC.
  City: Lexington
  State: KY
  Zip: 40588
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,935,000
  Total Value Change : $40,687,000
  Securities Held Change : 2
   
All Securities Held : 61
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 9
  Unchanged Positions : 35
  Decreased Positions : 12

                  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
   (AMR)1 Year Chart         AMR Alpha Metallurgical Resourc... 62 Closed $50.08 $0 0 0% -10,973,000 -32,375 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 64 Closed $28.01 $0 0 0% -202,000 -7,029 0    Drug Manufacturers - ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 63 Closed $198.77 $0 0 0% -231,000 -1,360 0    Domestic Money Center...

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