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  Name: R.P. Boggs & Co. Wealth Mangement
  City: LAKE WYLIE
  State: SC
  Zip: 29710
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $171,689,000
  Total Value Change : $29,405,000
  Securities Held Change : 1
   
All Securities Held : 19
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 12

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 3 New $59.48 $14,309,000 220,166 8.33% 14,309,000 220,166 0.024    Independent Oil & Gas
   (ATKR)1 Year Chart         ATKR Atkore International Group ... 6 New $141.41 $9,276,000 48,726 5.4% 9,276,000 48,726 0.103    N/A
   (FLL)1 Year Chart         FLL Full House Resorts Inc 18 New $5.00 $863,000 154,903 0.5% 863,000 154,903 0.454    Gambling/Resorts

      3 Records Found
  1    
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