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Company Main View
Name:
Alta Wealth Advisors LLC
City:
Woburn
State:
MA
Zip:
01801
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$196,796,000
Total Value Change :
$17,531,000
Securities Held Change :
2
All Securities Held :
128
New Positions
:
6
Closed Positions
:
5
Increased Positions
:
52
Unchanged Positions
:
22
Decreased Positions
:
48
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Free Registration Required For Full Results
Holdings Found :
5
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
WBD
Warner Bros Discovery Ord S...
131
Closed
$8.24
$0
0
0%
-163,000
-14,336
0
Broadcasting - TV
LULU
Lululemon Athletica Inc
130
Closed
$311.99
$0
0
0%
-508,000
-994
0
Textile - Apparel Clo...
BA
Boeing Co
129
Closed
$177.61
$0
0
0%
-516,000
-1,981
0
Aerospace/Defense - M...
HON
Honeywell International Inc
133
Closed
$202.19
$0
0
0%
-639,000
-3,045
0
Conglomerates
SBUX
Starbucks Corp
132
Closed
$80.22
$0
0
0%
-673,000
-7,006
0
Specialty Eateries
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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