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Company Main View
Name:
Taylor Financial Group Inc.
City:
Roanoke
State:
VA
Zip:
24018
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$131,328,000
Total Value Change :
$9,755,000
Securities Held Change :
6
All Securities Held :
95
New Positions
:
9
Closed Positions
:
3
Increased Positions
:
12
Unchanged Positions
:
31
Decreased Positions
:
43
Download
Free Registration Required For Full Results
Holdings Found :
3
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
GE
General Electric Co
97
Closed
$165.14
$0
0
0%
-580,000
-4,548
0
Conglomerates
CVX
Chevron Corp
96
Closed
$162.30
$0
0
0%
-201,000
-1,349
0
Integrated Oil & Gas
MMM
3M Co
95
Closed
$100.14
$0
0
0%
-248,000
-2,270
0
Conglomerates
3
Records Found
1
Page 1 of 1
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Summary:
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