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  Name: Keystone Financial Services
  City: LOVELAND
  State: CO
  Zip: 80538
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $211,639,000
  Total Value Change : $22,733,000
  Securities Held Change : 10
   
All Securities Held : 82
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 43
  Unchanged Positions : 5
  Decreased Positions : 26

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Holdings Found : 1     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
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 83 Closed $59.68 $0 0 0% -2,110,000 -8,463 0    Closed - End Fund - E...
      1 Records Found
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