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  Name: R.P. Boggs & Co. Wealth Mangement
  City: LAKE WYLIE
  State: SC
  Zip: 29710
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $171,689,000
  Total Value Change : $29,405,000
  Securities Held Change : 1
   
All Securities Held : 19
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 12

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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
   (EXPO)1 Year Chart         EXPO Exponent Inc 20 Closed $95.94 $0 0 0% -5,942,000 -67,494 0    Management Services
   (POOL)1 Year Chart         POOL Pool Corporation 21 Closed $367.60 $0 0 0% -5,722,000 -14,352 0    Wholesale, Other

      2 Records Found
  1    
Page 1 of 1
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