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Company Main View
Name:
NEW ENGLAND GUILD WEALTH ADVISORS INC.
City:
AVON
State:
CT
Zip:
06001
Achive data
View Filing Period:
Current Quarter
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
2018-09-30
2018-06-30
2018-03-31
2017-12-31
Portfolio Summary
View Filing
Filing Report Date :
2022-12-31
Total Value :
$189,668,000
Total Value Change :
$24,260,000
Securities Held Change :
1
All Securities Held :
67
New Positions
:
4
Closed Positions
:
4
Increased Positions
:
25
Unchanged Positions
:
13
Decreased Positions
:
25
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
SMH
Vaneck Vectors Semiconducto...
71
Closed
$208.63
$0
0
0%
-353,000
-1,906
0
N/A
REZ
iShares FTSE NAREIT Resid P...
70
Closed
$73.72
$0
0
0%
-244,000
-3,391
0
Closed - End Fund - Debt
AMZN
Amazon.com Inc
69
Closed
$187.48
$0
0
0%
-235,000
-2,080
0
Internet Software & S...
TSLA
Tesla Motors Inc
68
Closed
$177.81
$0
0
0%
-418,000
-1,575
0
Auto Manufacturers
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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