Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Masso Torrence Wealth Management Inc.
  City: MARLTON
  State: NJ
  Zip: 08053
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,559,000
  Total Value Change : $22,084,000
  Securities Held Change : 3
   
All Securities Held : 93
  New Positions : 10
  Closed Positions : 7
  Increased Positions : 42
  Unchanged Positions : 14
  Decreased Positions : 27

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

   
Holdings Found : 7     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
   (MVPS)1 Year Chart         MVPS Amplify Thematic All-stars Etf 92 Closed $0.00 $0 0 0% -435,000 -20,966 0    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 98 Closed $199.17 $0 0 0% -302,000 -1,739 0    N/A
   (RWJ)1 Year Chart         RWJ Oppenheimer Small Cap Rev ETF 97 Closed $61.65 $0 0 0% -216,000 -5,220 0    N/A
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 96 Closed $21.06 $0 0 0% -1,469,000 -70,351 0    N/A
   (BA)1 Year Chart         BA Boeing Co 95 Closed $182.96 $0 0 0% -299,000 -1,149 0    Aerospace/Defense - M...
   (TD)1 Year Chart         TD Toronto-Dominion Bank (USA) 94 Closed $56.88 $0 0 0% -238,000 -3,678 0    Domestic Money Center...
   (FXH)1 Year Chart         FXH First Trust Health Care Alp... 93 Closed $106.85 $0 0 0% -3,513,000 -33,920 0    Closed - End Fund - Debt

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