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Company Main View
Name:
Exchange Bank
City:
SANTA ROSA
State:
CA
Zip:
95402
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$121,665,000
Total Value Change :
$6,233,000
Securities Held Change :
6
All Securities Held :
114
New Positions
:
8
Closed Positions
:
2
Increased Positions
:
19
Unchanged Positions
:
27
Decreased Positions
:
60
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Free Registration Required For Full Results
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
VUG
Vanguard Growth VIPERS
115
Closed
$350.32
$0
0
0%
-226,000
-728
0
Closed - End Fund - E...
FLOT
Ishares Floating Rate Note ...
116
Closed
$0.00
$0
0
0%
-215,000
-4,246
0
N/A
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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