Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $216 Million
  • Prior Value $179 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 15, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 8 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Westshore Wealth, LLC Portfolio

Follow Westshore Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westshore Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westshore Wealth, LLC with notifications on news.