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Company Main View
Name:
WealthSpring Partners LLC
City:
LONG BEACH
State:
CA
Zip:
90815
Achive data
View Filing Period:
Current Quarter
2023-06-30
2023-03-31
2022-12-31
2022-09-30
Portfolio Summary
View Filing
Filing Report Date :
2023-09-30
Total Value :
$133,819,000
Total Value Change :
$-4,325,000
Securities Held Change :
-4
All Securities Held :
70
New Positions
:
1
Closed Positions
:
5
Increased Positions
:
36
Unchanged Positions
:
15
Decreased Positions
:
18
Download
Free Registration Required For Full Results
Holdings Found :
5
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
WPC
WP Carey & Co
75
Closed
$60.11
$0
0
0%
-209,000
-3,088
0
Property Management
PG
Procter & Gamble Co
74
Closed
$167.64
$0
0
0%
-205,000
-1,350
0
Cleaning Products
MSI
Motorola Inc
73
Closed
$367.80
$0
0
0%
-228,000
-778
0
Communication Equipment
CLX
Clorox Co
72
Closed
$135.62
$0
0
0%
-203,000
-1,278
0
Cleaning Products
VTI
Vanguard Total Stock Market...
71
Closed
$262.30
$0
0
0%
-205,000
-932
0
Closed - End Fund - E...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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