Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Galvin Gaustad & Stein LLC
  City: Scottsdale
  State: AZ
  Zip: 85258
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,086,351,000
  Total Value Change : $17,041,000
  Securities Held Change : 1
   
All Securities Held : 184
  New Positions : 9
  Closed Positions : 10
  Increased Positions : 48
  Unchanged Positions : 18
  Decreased Positions : 109

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

   
Holdings Found : 10     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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 188 Closed $442.06 $0 0 0% -330,000 -805 0    Closed - End Fund - Debt
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 194 Closed $66.98 $0 0 0% -276,000 -3,655 0    Business Software & S...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 187 Closed $80.34 $0 0 0% -282,000 -3,745 0    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 193 Closed $184.22 $0 0 0% -267,000 -1,538 0    Closed - End Fund - E...
   (USHY)1 Year Chart         USHY Ishares Broad Usd High Yiel... 186 Closed $0.00 $0 0 0% -778,000 -21,408 0    N/A
   (JPHY)1 Year Chart         JPHY Jpmorgan Disciplined High Y... 192 Closed $0.00 $0 0 0% -1,231,000 -26,821 0    N/A
   (JPIN)1 Year Chart         JPIN Jpmorgan Diversified Return... 185 Closed $0.00 $0 0 0% -1,031,000 -18,975 0    N/A
   (NYB.PU)1 Year Chart         NYB.PU New York Community Bancorp Inc 191 Closed $33.34 $0 0 0% -456,000 -10,985 0    N/A
   (BA)1 Year Chart         BA Boeing Co 190 Closed $178.51 $0 0 0% -207,000 -794 0    Aerospace/Defense - M...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 189 Closed $42.11 $0 0 0% -254,000 -6,005 0    N/A

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