Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Clifford Group LLC
  City: WAYLAND
  State: MA
  Zip: 01778
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $121,117,000
  Total Value Change : $13,218,000
  Securities Held Change : -3
   
All Securities Held : 71
  New Positions : 1
  Closed Positions : 4
  Increased Positions : 34
  Unchanged Positions : 22
  Decreased Positions : 14

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

    
Holdings Found : 14     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
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 5 - $106.66 $4,289,000 39,859 3.54% -826,000 -7,324 0.002    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 11 - $186.89 $1,961,000 10,874 1.62% 303,000 -40 0    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 13 - $125.20 $1,803,000 1,995 1.49% 764,000 -103 0    Semiconductor - Speci...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 16 - $174.35 $1,612,000 8,999 1.33% 103,000 -135 0.003    Closed - End Fund - E...
   (TLO)1 Year Chart         TLO Talon Metals Corp 18 - $27.41 $1,526,000 54,619 1.26% -285,000 -7,784 0.01    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 20 - $191.53 $1,176,000 5,873 0.97% 163,000 -83 0    Domestic Money Center...
   (TGT)1 Year Chart         TGT Target Corp 28 - $146.78 $717,000 4,046 0.59% 129,000 -82 0.001    Discount, Variety Stores
   (PSX)1 Year Chart         PSX Phillips 66 32 - $136.01 $670,000 4,102 0.55% 77,000 -352 0.001    Oil & Gas Refining, P...
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 35 - $152.64 $665,000 4,114 0.55% 18,000 -67 0.001    Domestic Money Center...
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 39 - $230.14 $640,000 2,636 0.53% 68,000 -151 0.001    Drugs Wholesale
   (GOOG)1 Year Chart         GOOG Alphabet Inc 48 - $179.56 $417,000 2,739 0.34% 3,000 -202 0    Search Engines & Info...
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 52 - $0.00 $369,000 8,512 0.3% -109,000 -3,367 0.009    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 53 - $87.80 $359,000 3,969 0.3% -4,000 -330 0    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 65 - $541.36 $268,000 512 0.22% 24,000 -1 0    Closed - End Fund - E...
      14 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