Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Triad Investment Management
City:
NEWPORT BEACH
State:
CA
Zip:
92660
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$82,418,000
Total Value Change :
$6,233,000
Securities Held Change :
-2
All Securities Held :
42
New Positions
:
2
Closed Positions
:
4
Increased Positions
:
17
Unchanged Positions
:
10
Decreased Positions
:
13
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
PSFE
Paysafe Ltd
46
Closed
$15.67
$0
0
0%
-132,000
-10,290
0
N/A
SCHW
Charles Schwab Corp
45
Closed
$74.70
$0
0
0%
-282,000
-4,100
0
Investment Brokerage ...
NLY
Annaly Capital Management Inc
44
Closed
$19.94
$0
0
0%
-973,000
-50,210
0
Mortgage Investment
DNB
Dun & Bradstreet Corp
43
Closed
$10.55
$0
0
0%
-230,000
-19,646
0
Business Services
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us