Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | Liquidated | $0 | 0 | 0.00 | 799 | +Inf | 12-31-2023 | |
VALLEY WEALTH MANAGERS INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST PREMIER BANK | COM | 1903 | $23,000 | 772 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
BIVIN & ASSOCIATES INC | COM | 1904 | $18,000 | 750 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |