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  Name: Johnson & White Wealth Management LLC
  City: YORK
  State: PA
  Zip: 17402
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         TSLA Tesla Motors Inc 87 Closed $177.81 $0 0 0% -216,000 -871 0    Auto Manufacturers
   (AMR)1 Year Chart         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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