Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: New England Capital Financial Advisors LLC
  City: MERIDEN
  State: CT
  Zip: 06451
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,321,000
  Total Value Change : $10,831,000
  Securities Held Change : -1
   
All Securities Held : 398
  New Positions : 22
  Closed Positions : 24
  Increased Positions : 120
  Unchanged Positions : 215
  Decreased Positions : 41

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

   
Holdings Found : 24     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
   (SMSI)1 Year Chart         SMSI Smith Micro Software Inc 409 Closed $0.30 $0 0 0% 0 -250 0    Application Software
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 415 Closed $88.14 $0 0 0% -4,000 -47 0    Closed - End Fund - E...
   (MOTO)1 Year Chart         MOTO Smartetfs Smart Transportat... 402 Closed $0.00 $0 0 0% -42,000 -1,000 0    N/A
   (EXAS)1 Year Chart         EXAS Exact Sciences Corp 421 Closed $53.51 $0 0 0% -20,000 -276 0    Biotechnology
   (TD)1 Year Chart         TD Toronto-Dominion Bank (USA) 408 Closed $56.62 $0 0 0% -5,000 -72 0    Domestic Money Center...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 414 Closed $49.56 $0 0 0% 0 -2 0    Closed - End Fund - F...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 401 Closed $973.80 $0 0 0% -176,000 -200 0    Biotechnology
   (FIDI)1 Year Chart         FIDI Fidelity International High... 420 Closed $0.00 $0 0 0% -9,000 -423 0    N/A
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 407 Closed $85.16 $0 0 0% -2,000 -16 0    N/A
   (DXJ)1 Year Chart         DXJ WisdomTree Trust Japan Tota... 413 Closed $107.78 $0 0 0% -5,000 -52 0    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 400 Closed $106.80 $0 0 0% 0 -2 0    Closed - End Fund - E...
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 419 Closed $19.08 $0 0 0% -109,000 -6,161 0    Gas Utilities
   (MAS)1 Year Chart         MAS Masco Corp 406 Closed $72.31 $0 0 0% -7,000 -100 0    Industrial Equipment ...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 412 Closed $39.15 $0 0 0% -87,000 -2,365 0    Closed - End Fund - Debt
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 399 Closed $42.50 $0 0 0% -3,000 -64 0    Closed - End Fund - E...
   (ARMK)1 Year Chart         ARMK Aramark Holdings Corp 418 Closed $33.29 $0 0 0% -1,000 -52 0    Food Wholesale
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 405 Closed $43.46 $0 0 0% -6,000 -145 0    Closed - End Fund - E...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 411 Closed $48.50 $0 0 0% -219,000 -4,203 0    Oil & Gas Equipment &...
   (CCI)1 Year Chart         CCI Crown Castle International ... 417 Closed $99.51 $0 0 0% -9,000 -78 0    Integrated Telecommun...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 404 Closed $50.18 $0 0 0% -6,000 -119 0    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 410 Closed $60.61 $0 0 0% -19,000 -342 0    Closed - End Fund - Debt
   (CAG)1 Year Chart         CAG ConAgra Foods Inc 416 Closed $31.13 $0 0 0% -2,000 -57 0    Food - Major Diversified
   (AAL)1 Year Chart         AAL American Airlines Group Inc 403 Closed $14.40 $0 0 0% -3,000 -231 0    Major Airlines
   (FHLC)1 Year Chart         FHLC Fidelity Msci Health Care I... 422 Closed $67.62 $0 0 0% -26,000 -396 0    N/A

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