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Company Main View
Name:
Harrison & Co Wealth Management LLC
City:
Roanoke
State:
VA
Zip:
24014
Achive data
View Filing Period:
Current Quarter
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2022-12-31
Total Value :
$103,429,000
Total Value Change :
$9,176,000
Securities Held Change :
5
All Securities Held :
79
New Positions
:
6
Closed Positions
:
3
Increased Positions
:
39
Unchanged Positions
:
2
Decreased Positions
:
32
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
AAPL
Apple Inc
72
-
$186.28
$352,000
2,707
0.34%
-22,000
0
0
Personal Computers
OCC
Optical Cable Corp
79
-
$2.77
$80,000
18,000
0.08%
18,000
0
0.246
Communication Equipment
2
Records Found
1
Page 1 of 1
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