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Company Main View
Name:
Slocum Gordon & Co LLP
City:
NEWPORT
State:
RI
Zip:
02840
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$134,718,000
Total Value Change :
$20,760,000
Securities Held Change :
-2
All Securities Held :
131
New Positions
:
1
Closed Positions
:
6
Increased Positions
:
13
Unchanged Positions
:
85
Decreased Positions
:
32
Download
Free Registration Required For Full Results
Holdings Found :
6
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
ABX
Barrick Gold Corp (USA)
130
Closed
$16.15
$0
0
0%
-2,000
-88
0.002
Gold
YELP
Yelp Inc
136
Closed
$36.72
$0
0
0%
-9,000
-284
0
Internet Service Prov...
SVC
Service Properties Trust
135
Closed
$5.01
$0
0
0%
-13,000
-1,500
0
REIT - Hotel/Motel
IJR
iShares Core S&P Small-Cap
134
Closed
$106.93
$0
0
0%
-49,000
-450
0
Closed - End Fund - E...
EFA
iShares TR MSCI EAFE Indx FD
133
Closed
$81.27
$0
0
0%
-38,000
-500
0
Closed - End Fund - E...
GOOG
Alphabet Inc
131
Closed
$175.95
$0
0
0%
-34,000
-240
0
Search Engines & Info...
6
Records Found
1
Page 1 of 1
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Summary:
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