Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: BARNES PETTEY FINANCIAL ADVISORS LLC
  City: CLARKSDALE
  State: MS
  Zip: 38614
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,752,000
  Total Value Change : $-7,430,000
  Securities Held Change : -2
   
All Securities Held : 94
  New Positions : 6
  Closed Positions : 8
  Increased Positions : 15
  Unchanged Positions : 32
  Decreased Positions : 41

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

   
Holdings Found : 8     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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 99 Closed $177.81 $0 0 0% -559,000 -2,249 0    Auto Manufacturers
   (AI)1 Year Chart         AI C3.ai, Inc. 98 Closed $26.51 $0 0 0% -1,161,000 -40,432 0    N/A
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 97 Closed $0.00 $0 0 0% -249,000 -7,598 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 96 Closed $62.57 $0 0 0% -261,000 -4,424 0    Beverage Soft Drinks...
   (AAL)1 Year Chart         AAL American Airlines Group Inc 102 Closed $14.52 $0 0 0% -558,000 -40,590 0    Major Airlines
   (BA)1 Year Chart         BA Boeing Co 95 Closed $186.61 $0 0 0% -274,000 -1,053 0    Aerospace/Defense - M...
   (MJ)1 Year Chart         MJ Amplify Alternative Harvest... 101 Closed $4.07 $0 0 0% -33,000 -10,120 0    N/A
   (CCL)1 Year Chart         CCL Carnival Corp 100 Closed $16.09 $0 0 0% -2,609,000 -140,722 0    Sporting and Park Ent...

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