Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SJS INVESTMENT CONSULTING INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CITIGROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -62,773 | -98.85 | 03-31-2024 |
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 504 | $1,258 | 719 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |