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  Name: New Insight Wealth Advisors
  City: San Ramon
  State: CA
  Zip: 94583
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $169,884,000
  Total Value Change : $9,723,000
  Securities Held Change : -1
   
All Securities Held : 83
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 44
  Unchanged Positions : 3
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BAC)1 Year Chart         BAC Bank of America Corp 88 Closed $39.45 $0 0 0% -231,000 -6,104 0    Domestic Money Center...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 87 Closed $52.52 $0 0 0% -201,000 -4,036 0    Networking & Communic...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 86 Closed $58.08 $0 0 0% -290,000 -3,642 0    Drug Stores
   (C)1 Year Chart         C Citigroup Inc 85 Closed $61.37 $0 0 0% -357,000 -5,638 0    Domestic Money Center...
   (RMBS)1 Year Chart         RMBS Rambus Inc 84 Closed $38.66 $0 0 0% -200,000 -3,236 0    Semiconductor - Memor...
   (INTC)1 Year Chart         INTC Intel Corp 90 Closed $22.81 $0 0 0% -263,000 -5,955 0    Semiconductor- Broad...
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 89 Closed $0.00 $0 0 0% -245,000 -8,739 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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