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  Name: Forbes Financial Planning Inc.
  City: EAST GREENWICH
  State: RI
  Zip: 02818
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $116,232,000
  Total Value Change : $8,820,000
  Securities Held Change : 0
   
All Securities Held : 29
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 18
  Unchanged Positions : 4
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     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
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 31 Closed $211.60 $0 0 0% -202,000 -2,579 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 30 Closed $52.95 $0 0 0% -648,000 -12,808 0    N/A

      2 Records Found
  1    
Page 1 of 1
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