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Company Main View
Name:
StrongBox Wealth LLC
City:
LEES SUMMIT
State:
MO
Zip:
64064
Achive data
View Filing Period:
Current Quarter
2023-12-31
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$189,700,000
Total Value Change :
$18,333,000
Securities Held Change :
4
All Securities Held :
81
New Positions
:
6
Closed Positions
:
2
Increased Positions
:
26
Unchanged Positions
:
8
Decreased Positions
:
41
Download
Free Registration Required For Full Results
Holdings Found :
2
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
WMT
Wal-Mart Stores Inc
83
Closed
$60.24
$0
0
0%
-215,000
-1,363
0
Discount, Variety Stores
DE
Deere & Co
82
Closed
$364.98
$0
0
0%
-1,058,000
-2,647
0
Farm & Construction M...
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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