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  Name: Solitude Financial Services
  City: CHARLOTTESVILLE
  State: VA
  Zip: 22901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $217,198,000
  Total Value Change : $34,472,000
  Securities Held Change : -9
   
All Securities Held : 36
  New Positions : 5
  Closed Positions : 14
  Increased Positions : 19
  Unchanged Positions : 2
  Decreased Positions : 10

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Holdings Found : 5     View All Holdings Currently Viewing:  New 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
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi 8 New $0.00 $10,808,000 386,551 4.98% 10,808,000 386,551 0.43    N/A
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 14 New $0.00 $2,224,000 115,300 1.02% 2,224,000 115,300 0.101    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 31 New $41.09 $325,000 6,000 0.15% 325,000 6,000 0    Drug Manufacturers - ...
   (BSCS)1 Year Chart         BSCS Invesco Bulletshares 2028 C... 34 New $0.00 $244,000 12,160 0.11% 244,000 12,160 0.014    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 36 New $161.18 $217,000 1,330 0.1% 217,000 1,330 0    Closed - End Fund - E...

      5 Records Found
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