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Company Main View
Name:
Swisher Financial Concepts Inc.
City:
WESTERVILLE
State:
OH
Zip:
43082
Achive data
View Filing Period:
Current Quarter
2024-03-31
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-06-30
Total Value :
$98,663,000
Total Value Change :
$-16,254,000
Securities Held Change :
-7
All Securities Held :
78
New Positions
:
2
Closed Positions
:
10
Increased Positions
:
30
Unchanged Positions
:
19
Decreased Positions
:
27
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
CGCP
Capital Group Core Plus Inc...
64
New
$0.00
$272,000
12,274
0.28%
272,000
12,274
0
N/A
MATX
Matson Inc
68
New
$133.59
$226,000
1,752
0.23%
226,000
1,752
0.004
Water Transportation
2
Records Found
1
Page 1 of 1
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Summary:
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