Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: JPL Wealth Management LLC
  City: HIGHLANDS RANCH
  State: CO
  Zip: 80129
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $181,146,000
  Total Value Change : $42,303,000
  Securities Held Change : 11
   
All Securities Held : 111
  New Positions : 20
  Closed Positions : 9
  Increased Positions : 79
  Unchanged Positions : 2
  Decreased Positions : 10

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

   
Holdings Found : 8     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
   (DVYE)1 Year Chart         DVYE Ishares Emerging Markets Di... 116 Closed $27.06 $0 0 0% -1,031,000 -38,927 0    N/A
   (CCI)1 Year Chart         CCI Crown Castle International ... 115 Closed $104.02 $0 0 0% -1,308,000 -11,358 0    Integrated Telecommun...
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 114 Closed $35.94 $0 0 0% -1,731,000 -49,670 0    N/A
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 120 Closed $40.41 $0 0 0% -1,129,000 -30,461 0    Drug Manufacturers - ...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 112 Closed $91.68 $0 0 0% -213,000 -2,263 0    Closed - End Fund - E...
   (XEL)1 Year Chart         XEL Xcel Energy Inc 119 Closed $55.85 $0 0 0% -205,000 -3,309 0    Electric Utilities
   (ABT)1 Year Chart         ABT Abbott Laboratories 118 Closed $104.87 $0 0 0% -1,226,000 -11,143 0    Drug Manufacturers - ...
   (PFE)1 Year Chart         PFE Pfizer Inc 117 Closed $28.92 $0 0 0% -1,137,000 -39,493 0    Drug Manufacturers - ...

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