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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 : 2023-12-31
  Total Value : $142,284,000
  Total Value Change : $12,533,000
  Securities Held Change : -1
   
All Securities Held : 18
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 8
  Unchanged Positions : 0
  Decreased Positions : 9

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Holdings Found : 1     View All Holdings Currently Viewing:  New 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
   (TRNS)1 Year Chart         TRNS Transcat Inc 10 New $123.12 $7,048,000 64,467 4.95% 7,048,000 64,467 0.868    Scientific & Technica...

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