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Company Main View
Name:
Sterling Manor Financial LLC
City:
Saratoga Springs
State:
NY
Zip:
12866
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 :
$133,166,000
Total Value Change :
$15,043,000
Securities Held Change :
4
All Securities Held :
26
New Positions
:
7
Closed Positions
:
3
Increased Positions
:
12
Unchanged Positions
:
3
Decreased Positions
:
4
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
FDL
First Trust Morningstar Div...
29
Closed
$38.91
$0
0
0%
-10,323,000
-287,712
0
Closed - End Fund - Debt
IXC
iShares tr S&P Glbl Energy
28
Closed
$43.36
$0
0
0%
-3,717,000
-95,042
0
Closed - End Fund - E...
FDD
First Trust Dow Jones STOXX...
27
Closed
$12.68
$0
0
0%
-7,714,000
-639,070
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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