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Company Main View
Name:
Campbell Wealth Management
City:
ALEXANDRIA
State:
VA
Zip:
22314
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 :
$1,006,396,000
Total Value Change :
$163,509,000
Securities Held Change :
30
All Securities Held :
92
New Positions
:
21
Closed Positions
:
4
Increased Positions
:
57
Unchanged Positions
:
4
Decreased Positions
:
10
Download
Free Registration Required For Full Results
Holdings Found :
4
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
ISTB
Ishares Core Short Term Us ...
96
Closed
$47.17
$0
0
0%
-228,000
-4,793
0
N/A
VTIP
Vanguard Short Term Inflati...
95
Closed
$48.09
$0
0
0%
-484,000
-10,188
0
N/A
PLW
Invesco 1-30 Laddered Treas...
94
Closed
$27.42
$0
0
0%
-20,200,000
-700,663
0
Closed - End Fund - Debt
IYY
iShares Dow Jones US Total ...
93
Closed
$127.82
$0
0
0%
-320,000
-2,745
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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