Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: S. R. Schill & Associates
  City: MERCER ISLAND
  State: WA
  Zip: 98040
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $229,885,000
  Total Value Change : $5,407,000
  Securities Held Change : -1
   
All Securities Held : 84
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 32
  Unchanged Positions : 17
  Decreased Positions : 29

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

   
Holdings Found : 7     View All Holdings Currently Viewing:  Closed 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
   (TER)1 Year Chart         TER Teradyne Inc 86 Closed $124.85 $0 0 0% -486,000 -4,482 0    Semiconductor Equipme...
   (DE)1 Year Chart         DE Deere & Co 85 Closed $407.99 $0 0 0% -363,000 -909 0    Farm & Construction M...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 91 Closed $93.58 $0 0 0% -1,079,000 -12,874 0    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 90 Closed $143.45 $0 0 0% -216,000 -1,583 0    Closed - End Fund - E...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 89 Closed $15.82 $0 0 0% -383,000 -27,770 0    Oil & Gas Pipelines &...
   (DVN)1 Year Chart         DVN Devon Energy Corp 88 Closed $49.90 $0 0 0% -353,000 -7,784 0    Independent Oil & Gas
   (OVV)1 Year Chart         OVV Ovintiv Ord Shs 87 Closed $4.04 $0 0 0% -281,000 -6,409 0    Independent Oil & Gas

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results