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Company Main View
Name:
Investment Advisory Group LLC
City:
HANOVER
State:
MA
Zip:
02339
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$241,862,000
Total Value Change :
$24,270,000
Securities Held Change :
11
All Securities Held :
158
New Positions
:
16
Closed Positions
:
5
Increased Positions
:
85
Unchanged Positions
:
22
Decreased Positions
:
35
Download
Free Registration Required For Full Results
Holdings Found :
5
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
KO
Coca-Cola Co
163
Closed
$63.03
$0
0
0%
-206,000
-3,495
0
Beverage Soft Drinks...
BA
Boeing Co
162
Closed
$184.95
$0
0
0%
-241,000
-923
0
Aerospace/Defense - M...
EMB
iShares JPMorgan USD Emerg ...
161
Closed
$89.41
$0
0
0%
-279,000
-3,134
0
Closed - End Fund - E...
BSV
Vanguard Short-Term Bond
160
Closed
$76.40
$0
0
0%
-202,000
-2,628
0
Closed - End Fund - E...
PSN
Parsons Corp
159
Closed
$76.51
$0
0
0%
-251,000
-4,006
0
N/A
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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