Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SYM FINANCIAL CORPORATION
  City: Winona Lake
  State: IN
  Zip: 46590
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $606,105,000
  Total Value Change : $-11,604,000
  Securities Held Change : -11
   
All Securities Held : 167
  New Positions : 10
  Closed Positions : 24
  Increased Positions : 45
  Unchanged Positions : 44
  Decreased Positions : 68

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

   
Holdings Found : 10     View All Holdings Currently Viewing:  New 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
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 77 New $0.00 $290,000 10,066 0.05% 290,000 10,066 0.011    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 89 New $458.87 $233,000 484 0.04% 233,000 484 0    Business Services
   (XLK)1 Year Chart         XLK SPDR Technology Sector 104 New $212.29 $141,000 679 0.02% 141,000 679 0    Closed - End Fund - E...
   (REET)1 Year Chart         REET Ishares Global Reit 107 New $23.56 $111,000 4,668 0.02% 111,000 4,668 0.005    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 124 New $138.35 $61,000 452 0.01% 61,000 452 0    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 140 New $107.00 $28,000 256 0% 28,000 256 0    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 143 New $0.00 $25,000 727 0% 25,000 727 0.004    N/A
   (JMEE)1 Year Chart         JMEE Jpmorgan Market Expansion E... 155 New $0.00 $9,000 161 0% 9,000 161 0    N/A
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 162 New $42.91 $5,000 107 0% 5,000 107 0    Closed - End Fund - E...
   (BOND)1 Year Chart         BOND Pimco Total Return Exchange... 165 New $89.43 $2,000 19 0% 2,000 19 0    N/A

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