Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Abbot Financial Management Inc.
  City: NORTH ANDOVER
  State: MA
  Zip: 01845
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $181,246,000
  Total Value Change : $15,029,000
  Securities Held Change : 12
   
All Securities Held : 125
  New Positions : 13
  Closed Positions : 1
  Increased Positions : 38
  Unchanged Positions : 23
  Decreased Positions : 51

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

   
Holdings Found : 12     View All Holdings Currently Viewing:  New 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
   (MDT)1 Year Chart         MDT Medtronic Plc 96 New $82.29 $473,000 5,427 0.26% 473,000 5,427 0    Medical Appliances & ...
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 98 New $156.98 $450,000 2,789 0.25% 450,000 2,789 0.001    Oil & Gas Equipment &...
   (IGV)1 Year Chart         IGV iShares S&P GSTI Software I... 112 New $0.00 $222,000 2,600 0.12% 222,000 2,600 0.016    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 113 New $335.54 $217,000 606 0.12% 217,000 606 0    Medical Instruments &...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 114 New $176.33 $213,000 1,396 0.12% 213,000 1,396 0    Search Engines & Info...
   (PWR)1 Year Chart         PWR Quanta Services Inc 115 New $283.43 $212,000 815 0.12% 212,000 815 0.001    General Contractors
   (PGF)1 Year Chart         PGF Invesco Financial Preferred... 116 New $14.69 $210,000 13,812 0.12% 210,000 13,812 0.016    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 117 New $261.87 $206,000 794 0.11% 206,000 794 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 118 New $91.37 $201,000 2,134 0.11% 201,000 2,134 0    Closed - End Fund - E...
   (WM)1 Year Chart         WM Waste Management Inc 119 New $208.81 $200,000 940 0.11% 200,000 940 0    Waste Management
   (ARRY)1 Year Chart         ARRY Array Technologies, Inc. 120 New $0.00 $149,000 10,000 0.08% 149,000 10,000 0.006    N/A
   (DM)1 Year Chart         DM Desktop Metal Ord Shs Class A 123 New $0.00 $28,000 31,250 0.02% 28,000 31,250 0.013    N/A

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