Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: INVESTMENT PARTNERS LTD /OH/ /ADV
  City: NEW PHILADELPHIA
  State: OH
  Zip: 44663-0309
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $220,544,000
  Total Value Change : $17,411,000
  Securities Held Change : 9
   
All Securities Held : 142
  New Positions : 12
  Closed Positions : 3
  Increased Positions : 68
  Unchanged Positions : 22
  Decreased Positions : 40

                  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:  Closed 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
   (D)1 Year Chart         D Dominion Energy Inc 145 Closed $52.79 $0 0 0% -231,000 -4,905 0    Electric Utilities
   (FNF)1 Year Chart         FNF Fidelity National Financial... 144 Closed $50.75 $0 0 0% -305,000 -5,978 0    Surety & Title Insurance
   (TD)1 Year Chart         TD Toronto-Dominion Bank (USA) 143 Closed $56.56 $0 0 0% -208,000 -3,216 0    Domestic Money Center...

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