Number of Shares
15,681
Previous 24,681 36.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
N/A
-9,000 Reduced 36.47%
15,681 $0
Q4 2023

Feb 06, 2024

SELL
N/A
-12,714 Reduced 34.0%
24,681 $0
Q3 2023

Nov 09, 2023

BUY
N/A
37,395 New
37,395 $0
Track This Portfolio

Track Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.