Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,986 | -87.75 | 12-31-2023 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1052 | $7,000 | 402 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 401 | +Inf | 12-31-2023 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1054 | $9,000 | 400 | 0.00 | 0.00 | -11 | -2.68 | 12-31-2021 |