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Company Main View
Name:
Rodgers & Associates LTD
City:
Lancaster
State:
PA
Zip:
17601
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 :
$778,812,000
Total Value Change :
$41,389,000
Securities Held Change :
4
All Securities Held :
91
New Positions
:
5
Closed Positions
:
2
Increased Positions
:
25
Unchanged Positions
:
11
Decreased Positions
:
50
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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
IWR
iShares Tr Rssll MidCap Indx
93
Closed
$82.25
$0
0
0%
-201,000
-2,591
0
Closed - End Fund - E...
CL
Colgate Palmolive Co
92
Closed
$94.46
$0
0
0%
-241,000
-3,020
0
Personal Products
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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