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Company Main View
Name:
Johnson & White Wealth Management LLC
City:
YORK
State:
PA
Zip:
17402
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$137,431,000
Total Value Change :
$16,746,000
Securities Held Change :
7
All Securities Held :
86
New Positions
:
9
Closed Positions
:
2
Increased Positions
:
55
Unchanged Positions
:
8
Decreased Positions
:
14
Download
Free Registration Required For Full Results
Holdings Found :
2
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
TSLA
Tesla Motors Inc
87
Closed
$177.81
$0
0
0%
-216,000
-871
0
Auto Manufacturers
AMR
Alpha Metallurgical Resourc...
88
Closed
$50.08
$0
0
0%
-381,000
-1,123
0
N/A
2
Records Found
1
Page 1 of 1
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