Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: BAYSHORE ASSET MANAGEMENT LLC
  City: CORAL GABLES
  State: FL
  Zip: 33134
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $203,969,000
  Total Value Change : $14,167,000
  Securities Held Change : 9
   
All Securities Held : 42
  New Positions : 9
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 10
  Decreased Positions : 10

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

   
Holdings Found : 9     View All Holdings Currently Viewing:  New 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
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 31 New $215.92 $315,000 1,529 0.15% 315,000 1,529 0    Closed - End Fund - E...
   (EDV)1 Year Chart         EDV Vanguard Extended Dur Tre I... 33 New $72.85 $302,000 3,943 0.15% 302,000 3,943 0.029    Closed - End Fund - Debt
   (KYN)1 Year Chart         KYN Kayne Anderson Mlp Investme... 36 New $9.78 $240,000 24,000 0.12% 240,000 24,000 0.019    Closed - End Fund - Debt
   (SWTX)1 Year Chart         SWTX Springworks Therapeutics, Inc. 37 New $0.00 $239,000 4,852 0.12% 239,000 4,852 0.006    N/A
   (NAD)1 Year Chart         NAD Nuveen Dividend Advantage M... 38 New $11.17 $233,000 20,300 0.11% 233,000 20,300 0.01    Closed - End Fund - E...
   (BBN)1 Year Chart         BBN Blackrock Build America Bon... 39 New $15.80 $224,000 13,685 0.11% 224,000 13,685 0.033    N/A
   (NEA)1 Year Chart         NEA Nuveen Insured Tax Free Adv... 40 New $10.88 $224,000 20,260 0.11% 224,000 20,260 0    Closed - End Fund - Debt
   (NBB)1 Year Chart         NBB Nuveen Build America Bond Fund 41 New $14.99 $197,000 12,835 0.1% 197,000 12,835 0.049    N/A
   (VKI)1 Year Chart         VKI Invesco Van Kampen Advanta 42 New $8.81 $93,000 10,900 0.05% 93,000 10,900 0.025    Closed - End Fund - Debt

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