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Company Main View
Name:
R.P. Boggs & Co. Wealth Mangement
City:
LAKE WYLIE
State:
SC
Zip:
29710
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
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 :
$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
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
EXPO
Exponent Inc
20
Closed
$95.94
$0
0
0%
-5,942,000
-67,494
0
Management Services
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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