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Company Main View
Name:
SWEENEY & MICHEL LLC
City:
CHICO
State:
CA
Zip:
95926
Achive data
View Filing Period:
Current Quarter
2023-06-30
2023-03-31
Portfolio Summary
View Filing
Filing Report Date :
2023-09-30
Total Value :
$190,890,000
Total Value Change :
$-3,282,000
Securities Held Change :
4
All Securities Held :
105
New Positions
:
6
Closed Positions
:
3
Increased Positions
:
59
Unchanged Positions
:
6
Decreased Positions
:
34
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
TROW
T Rowe Price Group Inc
104
Closed
$111.60
$0
0
0%
-203,000
-1,768
0
Asset Management
SOFI
SoFi Technologies, Inc
106
Closed
$6.94
$0
0
0%
-262,000
-28,138
0
N/A
IDNA
Ishares Genomics Immunology...
105
Closed
$23.23
$0
0
0%
-411,000
-18,570
0
N/A
3
Records Found
1
Page 1 of 1
Download:
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Summary:
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