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Company Main View
Name:
RESTON WEALTH MANAGEMENT LLC
City:
Reston
State:
VA
Zip:
20190
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
2021-09-30
2021-06-30
2021-03-31
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 :
$246,276,000
Total Value Change :
$27,742,000
Securities Held Change :
3
All Securities Held :
52
New Positions
:
4
Closed Positions
:
5
Increased Positions
:
22
Unchanged Positions
:
6
Decreased Positions
:
20
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
AGG
iShares Barclays Agency Bond
55
Closed
$96.77
$0
0
0%
-317,000
-3,197
0
Closed - End Fund - E...
UNH
Unitedhealth Group Inc
54
Closed
$524.63
$0
0
0%
-347,000
-660
0
Health Care Plans
MCD
McDonalds Corp
53
Closed
$272.38
$0
0
0%
-212,000
-715
0
Restaurants
TSLA
Tesla Motors Inc
57
Closed
$177.81
$0
0
0%
-271,000
-1,090
0
Auto Manufacturers
EEM
iShares MSCI Emrg Mkt Income
56
Closed
$43.79
$0
0
0%
-242,000
-6,015
0
Closed - End Fund - E...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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