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Company Main View
Name:
Oak Harvest Investment Services
City:
Houston
State:
TX
Zip:
77024
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$579,483,000
Total Value Change :
$78,515,000
Securities Held Change :
6
All Securities Held :
118
New Positions
:
13
Closed Positions
:
7
Increased Positions
:
69
Unchanged Positions
:
2
Decreased Positions
:
34
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Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
SWN
Southwestern Energy Co
104
-
$7.27
$334,000
44,071
0.06%
45,000
0
0.004
Independent Oil & Gas
VVR
Invesco Van Kampen Senior
117
-
$4.39
$73,000
17,000
0.01%
3,000
0
0.009
Closed - End Fund - Debt
2
Records Found
1
Page 1 of 1
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Summary:
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