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  Name: Westshore Wealth LLC
  City: NEWPORT BEACH
  State: CA
  Zip: 92660
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $216,686,000
  Total Value Change : $36,676,000
  Securities Held Change : 3
   
All Securities Held : 95
  New Positions : 7
  Closed Positions : 8
  Increased Positions : 21
  Unchanged Positions : 22
  Decreased Positions : 45

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Holdings Found : 8     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
   (DHR)1 Year Chart         DHR Danaher Corp 101 Closed $265.80 $0 0 0% -207,000 -834 0    General Building Mate...
   (HSPX)1 Year Chart         HSPX Global X S&P 500 Covered Ca... 100 Closed $0.00 $0 0 0% -338,000 -8,704 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 99 Closed $28.64 $0 0 0% -255,000 -7,695 0    Drug Manufacturers - ...
   (BIDU)1 Year Chart         BIDU Baidu Inc 98 Closed $110.58 $0 0 0% -221,000 -1,642 0    Internet Service Prov...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 97 Closed $57.03 $0 0 0% -292,000 -5,321 0    N/A
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 103 Closed $208.63 $0 0 0% -208,000 -1,438 0    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp 96 Closed $207.04 $0 0 0% -220,000 -1,100 0    Confectioners
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 102 Closed $44.03 $0 0 0% -213,000 -3,667 0    Drug Manufacturers - ...

      8 Records Found
  1    
Page 1 of 1
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