Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Paradigm Financial Partners LLC
  City: WESTPORT
  State: CT
  Zip: 06880
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $464,639,000
  Total Value Change : $52,331,000
  Securities Held Change : 18
   
All Securities Held : 219
  New Positions : 31
  Closed Positions : 15
  Increased Positions : 99
  Unchanged Positions : 20
  Decreased Positions : 69

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

    
Holdings Found : 15     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
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 227 Closed $136.75 $0 0 0% -232,000 -1,726 0    REIT - Diversified
   (PAYX)1 Year Chart         PAYX Paychex Inc 233 Closed $121.64 $0 0 0% -635,000 -5,333 0    Staffing & Outsourcin...
   (COP)1 Year Chart         COP ConocoPhillips 220 Closed $112.23 $0 0 0% -298,000 -2,569 0    Integrated Oil & Gas
   (ULST)1 Year Chart         ULST Spdr Ssga Ultra Short Term ... 226 Closed $40.36 $0 0 0% -414,000 -10,257 0    N/A
   (PKST)1 Year Chart         PKST Peakstone Realty Trust 232 Closed $12.07 $0 0 0% -659,000 -33,042 0    N/A
   (EQIX)1 Year Chart         EQIX Equinix Inc 219 Closed $758.61 $0 0 0% -3,094,000 -3,841 0.579    Telecom Services - Do...
   (DHR)1 Year Chart         DHR Danaher Corp 225 Closed $267.85 $0 0 0% -293,000 -1,267 0    General Building Mate...
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 231 Closed $63.88 $0 0 0% -2,007,000 -24,771 0    Biotechnology
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 224 Closed $236.30 $0 0 0% -251,000 -1,028 0    Medical Instruments &...
   (FNDA)1 Year Chart         FNDA Schwab Fundamental Us Small... 230 Closed $55.84 $0 0 0% -393,000 -7,101 0    N/A
   (NLY)1 Year Chart         NLY Annaly Capital Management Inc 223 Closed $19.99 $0 0 0% -316,000 -16,302 0    Mortgage Investment
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 229 Closed $78.59 $0 0 0% -733,000 -9,733 0    N/A
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 222 Closed $21.58 $0 0 0% -1,204,000 -60,114 0    Closed - End Fund - Debt
   (SSO)1 Year Chart         SSO Ultra S&P500 ProShares 228 Closed $79.82 $0 0 0% -558,000 -8,579 0    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 221 Closed $39.14 $0 0 0% -519,000 -11,838 0    CATV Systems
      15 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us