Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: MA Private Wealth
  City: SAN CARLOS
  State: CA
  Zip: 94070
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $493,384,000
  Total Value Change : $24,021,000
  Securities Held Change : -8
   
All Securities Held : 68
  New Positions : 4
  Closed Positions : 12
  Increased Positions : 16
  Unchanged Positions : 13
  Decreased Positions : 35

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

    
Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged 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
   (LCTU)1 Year Chart         LCTU Blackrock Us Carbon Transit... 32 - $0.00 $1,729,000 30,117 0.35% 153,000 0 0.011    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 33 - $416.56 $1,720,000 4,088 0.35% 183,000 0 0    Application Software
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 39 - $99.66 $1,211,000 12,010 0.25% 117,000 0 0.007    Closed - End Fund - E...
   (USXF)1 Year Chart         USXF Ishares Esg Advanced Msci U... 42 - $0.00 $1,056,000 23,399 0.21% 124,000 0 0.017    N/A
   (SUSC)1 Year Chart         SUSC Ishares Esg Usd Corporate Bond 46 - $0.00 $696,000 30,279 0.14% -9,000 0 0.034    N/A
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 48 - $46.39 $651,000 13,824 0.13% -9,000 0 0.006    N/A
   (DMXF)1 Year Chart         DMXF Ishares Esg Advanced Msci E... 50 - $0.00 $547,000 8,027 0.11% 34,000 0 0.089    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 57 - $1,380.03 $318,000 240 0.06% 50,000 0 0    Semiconductor- Broad...
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 60 - $33.81 $315,000 9,769 0.06% 2,000 0 0.006    N/A
   (LCTD)1 Year Chart         LCTD Blackrock World Exus Crbn T... 61 - $0.00 $295,000 6,453 0.06% 13,000 0 0.051    N/A
   (HD)1 Year Chart         HD Home Depot Inc 62 - $340.50 $274,000 714 0.06% 27,000 0 0    Home Improvement Stores
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 63 - $36.22 $259,000 7,240 0.05% 13,000 0 0.001    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 65 - $167.36 $249,000 1,303 0.05% 36,000 0 0    Diversified Computer ...
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us