Support PenkeTaylor Hoffman Wealth Management
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NKSH.NASDAQ | National Bankshares Inc | USA | Financial Services | Banks - Regional | 2024-09-30 | 0.285 | 0.216 | 18.1k | $425k | $563.3k |
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Trades
Sells
Report date: 2023-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| WTER.NASDAQ | -10k | -100.0 | -2k | 0-0 | - | - |
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