Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 601 | $42,000 | 340 | 0.01 | 0.00 | 309 | 996.77 | 09-30-2021 |
HALL LAURIE J TRUSTEE | COM | 602 | $6,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 603 | $6,000 | 284 | 0.00 | 0.01 | 19 | 7.17 | 03-31-2024 |
HARVEST FUND MANAGEMENT CO LTD | COM | Liquidated | $0 | 0 | 0.00 | 242 | +Inf | 03-31-2024 |