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Company Main View
Name:
INVESTMENT ADVISORY SERVICES INC /TX /ADV
City:
THE WOODLANDS
State:
TX
Zip:
77381
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
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$272,449,000
Total Value Change :
$18,940,000
Securities Held Change :
2
All Securities Held :
117
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
56
Unchanged Positions
:
7
Decreased Positions
:
49
Download
Free Registration Required For Full Results
Holdings Found :
3
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
IWD
iShares Russell 1000 Value
120
Closed
$179.05
$0
0
0%
-635,000
-3,842
0
Closed - End Fund - E...
AIRC
Apartment Income Reit Corp.
119
Closed
$38.72
$0
0
0%
-219,000
-6,295
0
N/A
APD
Air Products & Chemicals Inc
118
Closed
$262.70
$0
0
0%
-218,000
-796
0
Diversified Chemicals
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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