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  Name: MOSELEY INVESTMENT MANAGEMENT INC
  City: BRADENTON
  State: FL
  Zip: 34205
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $201,390,000
  Total Value Change : $21,503,000
  Securities Held Change : 0
   
All Securities Held : 148
  New Positions : 9
  Closed Positions : 10
  Increased Positions : 58
  Unchanged Positions : 22
  Decreased Positions : 59

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMT)1 Year Chart         AMT American Tower Corp 151 Closed $194.51 $0 0 0% -201,000 -933 0    Integrated Telecommun...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 150 Closed $134.29 $0 0 0% -239,000 -1,964 0    Paper & Paper Products
   (RPM)1 Year Chart         RPM RPM International Inc 156 Closed $113.51 $0 0 0% -320,000 -2,863 0    General Building Mate...
   (T)1 Year Chart         T AT&T Corp 149 Closed $17.40 $0 0 0% -217,000 -12,946 0    Long Distance Carriers
   (FAX)1 Year Chart         FAX Aberdeen Asia Pacific Incom... 155 Closed $2.59 $0 0 0% -30,000 -11,000 0    Closed - End Fund - F...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 148 Closed $334.95 $0 0 0% -216,000 -423 0    Textile - Apparel Clo...
   (CBSH)1 Year Chart         CBSH Commerce Bancshares Inc 154 Closed $56.96 $0 0 0% -396,000 -7,418 0    Domestic Regional Banks
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 147 Closed $262.70 $0 0 0% -201,000 -735 0    Diversified Chemicals
   (DE)1 Year Chart         DE Deere & Co 153 Closed $397.02 $0 0 0% -266,000 -664 0    Farm & Construction M...
   (TWLO)1 Year Chart         TWLO Twilio Inc 152 Closed $62.08 $0 0 0% -224,000 -2,951 0    N/A

      10 Records Found
  1    
Page 1 of 1
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