Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Partnership Wealth Management LLC
  City: TOWSON
  State: MD
  Zip: 21286
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,620,000
  Total Value Change : $9,977,000
  Securities Held Change : 0
   
All Securities Held : 210
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 37
  Unchanged Positions : 135
  Decreased Positions : 36

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

   
Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (FOXF)1 Year Chart         FOXF Fox Factory Holding Corp 44 New $45.67 $859,000 16,502 0.6% 859,000 16,502 0.036    N/A
   (BWA)1 Year Chart         BWA Borgwarner Inc 170 New $32.44 $23,000 660 0.02% 23,000 660 0    Auto Parts

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