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Company Main View
Name:
Sterling Financial Planning Inc.
City:
SPARTA
State:
NJ
Zip:
07871
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 :
$246,818,000
Total Value Change :
$15,834,000
Securities Held Change :
3
All Securities Held :
105
New Positions
:
6
Closed Positions
:
3
Increased Positions
:
27
Unchanged Positions
:
13
Decreased Positions
:
59
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
TD
Toronto-Dominion Bank (USA)
108
Closed
$56.76
$0
0
0%
-207,000
-3,200
0
Domestic Money Center...
WBS
Webster Financial Corp
107
Closed
$45.49
$0
0
0%
-246,000
-4,852
0
Savings & Loans
ADP
Automatic Data Processing Inc
106
Closed
$247.80
$0
0
0%
-221,000
-950
0
Business Software & S...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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