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Company Main View
Name:
CAPSTONE WEALTH MANAGEMENT GROUP LLC
City:
CLARKS GREEN
State:
PA
Zip:
18411
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$139,356,000
Total Value Change :
$33,651,000
Securities Held Change :
11
All Securities Held :
69
New Positions
:
15
Closed Positions
:
4
Increased Positions
:
32
Unchanged Positions
:
1
Decreased Positions
:
21
Download
Free Registration Required For Full Results
Holdings Found :
4
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
XOP
SPDR S&P Oil & Gas Explorat...
72
Closed
$150.68
$0
0
0%
-502,000
-3,663
0
Closed - End Fund - E...
MMM
3M Co
71
Closed
$98.93
$0
0
0%
-496,000
-4,540
0
Conglomerates
NEM
Newmont Mining Corp
70
Closed
$42.49
$0
0
0%
-566,000
-13,676
0
Gold
GILD
Gilead Sciences Inc
73
Closed
$65.96
$0
0
0%
-234,000
-2,891
0
Biotechnology
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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