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Company Main View
Name:
Joseph Group Capital Management
City:
COLUMBUS
State:
OH
Zip:
43215
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$199,603,000
Total Value Change :
$27,350,000
Securities Held Change :
3
All Securities Held :
84
New Positions
:
7
Closed Positions
:
4
Increased Positions
:
41
Unchanged Positions
:
11
Decreased Positions
:
25
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
SPYD
Spdr S&p 500 High Dividend Etf
87
Closed
$40.55
$0
0
0%
-6,000
-150
0
N/A
SCHF
Schwab Strategic Trust
86
Closed
$39.82
$0
0
0%
-14,000
-381
0
Closed - End Fund - Debt
SMB
Vaneck Vectors Amt Free Sho...
85
Closed
$0.00
$0
0
0%
-244,000
-14,300
0
Closed - End Fund - Debt
JCPB
Jpmorgan Core Plus Bond Etf
88
Closed
$0.00
$0
0
0%
-35,000
-743
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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