Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: STERLING INVESTMENT MANAGEMENT, INC.
  City: TUCSON
  State: AZ
  Zip: 85718
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,837,000
  Total Value Change : $5,497,000
  Securities Held Change : -2
   
All Securities Held : 62
  New Positions : 1
  Closed Positions : 3
  Increased Positions : 20
  Unchanged Positions : 3
  Decreased Positions : 38

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged 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
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 47 - $260.44 $509,000 1,960 0.36% 44,000 0 0    Closed - End Fund - E...
   (PHO)1 Year Chart         PHO Invesco Water Resource Port 60 - $66.21 $227,000 3,406 0.16% 20,000 0 0.012    Closed - End Fund - Debt
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 61 - $38.66 $223,000 5,800 0.16% 15,000 0 0.006    Closed - End Fund - Debt

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