Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: New Perspectives Inc
  City: TOUGALOO
  State: MS
  Zip: 39174
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $180,592,000
  Total Value Change : $50,163,000
  Securities Held Change : 8
   
All Securities Held : 30
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 10
  Unchanged Positions : 2
  Decreased Positions : 10

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

   
Holdings Found : 10     View All Holdings Currently Viewing:  Decreased 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
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 7 - $181.31 $7,864,000 43,065 4.35% 767,000 -3,669 0.012    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 9 - $242.07 $2,452,000 9,813 1.36% 225,000 -1,116 0.005    Closed - End Fund - E...
   (EES)1 Year Chart         EES WisdomTree SmallCap Earnings 11 - $47.49 $1,622,000 32,371 0.9% 212,000 -730 0.265    Closed - End Fund - Debt
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 12 - $57.31 $1,178,000 20,093 0.65% 83,000 -1,752 0.004    Closed - End Fund - F...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 14 - $361.13 $626,000 1,819 0.35% 237,000 -5 0.001    Closed - End Fund - E...
   (EGP)1 Year Chart         EGP Eastgroup Properties Inc 15 - $166.08 $617,000 3,433 0.34% 9,000 -676 0.007    REIT - Diversified
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 16 - $266.87 $496,000 1,832 0.27% -82,000 -500 0.003    Closed - End Fund - E...
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 18 - $167.13 $354,000 2,021 0.2% -52,000 -1,035 0.003    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 22 - $160.39 $287,000 1,761 0.16% 37,000 -22 0    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 26 - $36.21 $229,000 6,376 0.13% -16,000 -1,868 0.036    Closed - End Fund - E...

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