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  Name: COLUMBIA ADVISORY PARTNERS LLC
  City: SPOKANE
  State: WA
  Zip: 99205
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $98,679,000
  Total Value Change : $1,379,000
  Securities Held Change : -12
   
All Securities Held : 51
  New Positions : 3
  Closed Positions : 16
  Increased Positions : 22
  Unchanged Positions : 2
  Decreased Positions : 24

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Holdings Found : 16     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
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 60 Closed $77.09 $0 0 0% -673,000 -8,700 0    Closed - End Fund - E...
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 66 Closed $31.77 $0 0 0% -244,000 -7,833 0    Closed - End Fund - E...
   (ANGL)1 Year Chart         ANGL Vaneck Vectors Fallen Angel... 53 Closed $28.59 $0 0 0% -653,000 -22,689 0    N/A
   (MOO)1 Year Chart         MOO Market Vectors Agribusiness... 59 Closed $72.23 $0 0 0% -477,000 -6,268 0    Closed - End Fund - E...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 65 Closed $0.00 $0 0 0% -228,000 -6,850 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 52 Closed $463.37 $0 0 0% -315,000 -768 0    Closed - End Fund - Debt
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 58 Closed $49.56 $0 0 0% -340,000 -7,101 0    Closed - End Fund - F...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 64 Closed $57.95 $0 0 0% -478,000 -9,216 0    N/A
   (AMAX)1 Year Chart         AMAX Rh Hedged Multi Asset Incom... 57 Closed $0.00 $0 0 0% -187,000 -24,539 0    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 63 Closed $52.64 $0 0 0% -557,000 -10,644 0    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 56 Closed $93.21 $0 0 0% -661,000 -6,689 0    Closed - End Fund - E...
   (ACCO)1 Year Chart         ACCO Acco Brands Corp 62 Closed $5.15 $0 0 0% -105,000 -17,344 0    Office Supplies
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 55 Closed $107.93 $0 0 0% -682,000 -6,159 0    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 61 Closed $534.66 $0 0 0% -413,000 -869 0    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 67 Closed $491.44 $0 0 0% -918,000 -2,102 0    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 54 Closed $61.90 $0 0 0% -430,000 -7,719 0    Closed - End Fund - Debt
      16 Records Found
  1    
Page 1 of 1
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