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Company Main View
Name:
DHK Financial Advisors Inc.
City:
PORTSMOUTH
State:
NH
Zip:
03801
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$133,335,000
Total Value Change :
$21,092,000
Securities Held Change :
5
All Securities Held :
68
New Positions
:
8
Closed Positions
:
3
Increased Positions
:
30
Unchanged Positions
:
25
Decreased Positions
:
5
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
ESGU
Ishares Msci Usa Esg Optimized
71
Closed
$0.00
$0
0
0%
-224,000
-2,376
0
N/A
DHS
WisdomTree Trust High-Yield...
70
Closed
$82.50
$0
0
0%
-3,100,000
-39,719
0
Closed - End Fund - E...
EUSB
Ishares Esg Advanced Total ...
69
Closed
$0.00
$0
0
0%
-218,000
-5,333
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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