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Company Main View
Name:
SWEENEY & MICHEL LLC
City:
CHICO
State:
CA
Zip:
95926
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$225,843,000
Total Value Change :
$34,953,000
Securities Held Change :
5
All Securities Held :
110
New Positions
:
12
Closed Positions
:
7
Increased Positions
:
53
Unchanged Positions
:
3
Decreased Positions
:
42
Download
Free Registration Required For Full Results
Holdings Found :
3
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
CMI
Cummins Inc
91
-
$284.91
$304,000
1,029
0.13%
80,000
0
0.001
Diversified Machinery
WDFC
WD-40 Company
102
-
$230.98
$246,000
1,025
0.11%
23,000
0
0
Specialty Chemicals
LVLU
Lulus Fashion Lounge Holdin...
110
-
$1.91
$88,000
51,059
0.04%
-24,000
0
0.133
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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