Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CAPSTONE CAPITAL WEALTH ADVISORS
  City: HENDERSON
  State: NV
  Zip: 89074
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,752,000
  Total Value Change : $14,137,000
  Securities Held Change : 2
   
All Securities Held : 21
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 5
  Unchanged Positions : 6
  Decreased Positions : 7

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

   
Holdings Found : 7     View All Holdings Currently Viewing:  Decreased 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
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 7 - $79.23 $1,091,000 13,551 0.94% -26,000 -193 0.002    Closed - End Fund - Debt
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 8 - $105.78 $944,000 8,770 0.82% -184,000 -1,632 0.001    Closed - End Fund - E...
   (BAB)1 Year Chart         BAB Invesco Taxable Municipal B... 9 - $26.12 $853,000 32,133 0.74% -23,000 -404 0.049    N/A
   (LVS)1 Year Chart         LVS Las Vegas Sands Corp 11 - $44.73 $520,000 10,051 0.45% 25,000 -1 0.001    Gambling/Resorts
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 13 - $104.23 $512,000 4,884 0.44% -178,000 -1,658 0.005    Closed - End Fund - Debt
   (CVX)1 Year Chart         CVX Chevron Corp 15 - $159.04 $276,000 1,747 0.24% 14,000 -12 0    Integrated Oil & Gas
   (AVGO)1 Year Chart         AVGO Broadcom Limited 17 - $1,412.45 $248,000 187 0.21% 38,000 -1 0    Semiconductor- Broad...

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