Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Second Half Financial Partners LLC
  City: SEBRING
  State: FL
  Zip: 33870
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $224,869,000
  Total Value Change : $22,179,000
  Securities Held Change : 12
   
All Securities Held : 65
  New Positions : 17
  Closed Positions : 5
  Increased Positions : 28
  Unchanged Positions : 3
  Decreased Positions : 17

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

   
Holdings Found : 5     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
   (PSA)1 Year Chart         PSA Public Storage Inc 68 Closed $287.02 $0 0 0% -2,622,000 -8,596 0    REIT - Industrial
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 67 Closed $86.27 $0 0 0% -636,000 -8,473 0    Closed - End Fund - E...
   (CCI)1 Year Chart         CCI Crown Castle International ... 66 Closed $104.02 $0 0 0% -206,000 -1,786 0    Integrated Telecommun...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 70 Closed $117.63 $0 0 0% -707,000 -6,196 0    Closed - End Fund - E...
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 69 Closed $88.33 $0 0 0% -566,000 -6,187 0    Closed - End Fund - E...

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