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Company Main View
Name:
Jupiter Wealth Management LLC
City:
DENVER
State:
CO
Zip:
80206
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$188,926,000
Total Value Change :
$18,901,000
Securities Held Change :
8
All Securities Held :
94
New Positions
:
12
Closed Positions
:
4
Increased Positions
:
27
Unchanged Positions
:
36
Decreased Positions
:
19
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
TSLA
Tesla Motors Inc
95
Closed
$177.81
$0
0
0%
-477,000
-1,920
0
Auto Manufacturers
LNG
Cheniere Energy Inc
98
Closed
$160.16
$0
0
0%
-341,000
-2,000
0
Oil & Gas Equipment &...
DE
Deere & Co
97
Closed
$397.02
$0
0
0%
-280,000
-700
0
Farm & Construction M...
UNH
Unitedhealth Group Inc
96
Closed
$524.63
$0
0
0%
-871,000
-1,654
0
Health Care Plans
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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