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  Name: Retirement Planning Co of New England Inc.
  City: WARWICK
  State: RI
  Zip: 02888
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,478,000
  Total Value Change : $-39,486,000
  Securities Held Change : -11
   
All Securities Held : 221
  New Positions : 11
  Closed Positions : 22
  Increased Positions : 63
  Unchanged Positions : 5
  Decreased Positions : 142

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (SHW)1 Year Chart         SHW Sherwin Williams Co 69 - $300.19 $834,000 2,400 0.46% 86,000 0 0.001    General Building Mate...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 136 - $536.66 $393,000 707 0.22% 34,000 0 0    Closed - End Fund - E...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 162 - $112.74 $310,000 2,620 0.17% 11,000 0 0.004    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 174 - $348.67 $288,000 805 0.16% 47,000 0 0    Medical Instruments &...
   (QIPT)1 Year Chart         QIPT Quipt Home Medical Ord Shs 219 - $3.28 $44,000 10,000 0.02% -7,000 0 0    N/A

      5 Records Found
  1    
Page 1 of 1
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