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Company Main View
Name:
Investmark Advisory Group LLC
City:
Shelton
State:
CT
Zip:
06484
Achive data
View Filing Period:
Current Quarter
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 :
2023-12-31
Total Value :
$170,511,000
Total Value Change :
$22,904,000
Securities Held Change :
11
All Securities Held :
117
New Positions
:
11
Closed Positions
:
3
Increased Positions
:
73
Unchanged Positions
:
12
Decreased Positions
:
21
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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
PID
PowerShares Exchange-Traded...
120
Closed
$18.81
$0
0
0%
-268,000
-16,009
0
Closed - End Fund - Debt
JPS
Nuveen Quality Preferred In...
119
Closed
$6.21
$0
0
0%
-257,000
-41,670
0
Closed - End Fund - Debt
WINN
Harbor Long Term Growers Etf
118
Closed
$0.00
$0
0
0%
-195,000
-10,919
0
N/A
3
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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