Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Frisch Financial Group Inc.
  City: MELVILLE
  State: NY
  Zip: 11747
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $301,000,000
  Total Value Change : $35,808,000
  Securities Held Change : 6
   
All Securities Held : 132
  New Positions : 13
  Closed Positions : 8
  Increased Positions : 50
  Unchanged Positions : 12
  Decreased Positions : 57

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

   
Holdings Found : 8     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
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 135 Closed $483.43 $0 0 0% -250,000 -419 0    Application Software
   (VFMO)1 Year Chart         VFMO Vanguard Us Momentum Factor... 134 Closed $0.00 $0 0 0% -3,603,000 -27,440 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 140 Closed $350.63 $0 0 0% -214,000 -688 0    Closed - End Fund - E...
   (BCS)1 Year Chart         BCS Barclays Plc (ADR) 133 Closed $11.12 $0 0 0% -79,000 -10,000 0    Foreign Money Center ...
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 139 Closed $0.00 $0 0 0% -5,298,000 -153,741 0    N/A
   (BA)1 Year Chart         BA Boeing Co 138 Closed $184.95 $0 0 0% -204,000 -783 0    Aerospace/Defense - M...
   (HAIN)1 Year Chart         HAIN Hain Celestial Group Inc 137 Closed $7.38 $0 0 0% -110,000 -10,000 0    Processed & Packaged ...
   (BLK)1 Year Chart         BLK BlackRock Inc A 136 Closed $812.22 $0 0 0% -293,000 -361 0    Investment Brokerage ...

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