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Company Main View
Name:
Abbot Financial Management Inc.
City:
NORTH ANDOVER
State:
MA
Zip:
01845
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-06-30
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$166,217,000
Total Value Change :
$17,507,000
Securities Held Change :
-1
All Securities Held :
113
New Positions
:
2
Closed Positions
:
3
Increased Positions
:
46
Unchanged Positions
:
26
Decreased Positions
:
39
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New Positions
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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
IXC
iShares tr S&P Glbl Energy
82
New
$43.71
$537,000
13,740
0.32%
537,000
13,740
0.015
Closed - End Fund - E...
XLC
Communication Services Sele...
110
New
$81.79
$218,000
3,000
0.13%
218,000
3,000
0
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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