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Company Main View
Name:
AFFINIA FINANCIAL GROUP LLC
City:
BURLINGTON
State:
MA
Zip:
01803
Achive data
View Filing Period:
Current Quarter
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
Portfolio Summary
View Filing
Filing Report Date :
2023-06-30
Total Value :
$144,292,000
Total Value Change :
$9,202,000
Securities Held Change :
1
All Securities Held :
35
New Positions
:
4
Closed Positions
:
3
Increased Positions
:
9
Unchanged Positions
:
4
Decreased Positions
:
18
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
SLY
streetTRACKS Series Trust -...
36
Closed
$85.99
$0
0
0%
-2,853,000
-34,557
0
Closed - End Fund - E...
JPM
JP Morgan Chase & Co
38
Closed
$195.58
$0
0
0%
-258,000
-1,830
0
Domestic Money Center...
CVX
Chevron Corp
37
Closed
$161.14
$0
0
0%
-205,000
-1,195
0
Integrated Oil & Gas
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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