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  Name: SBK Financial Inc.
  City: RICHMOND
  State: VA
  Zip: 23219
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $63,060,000
  Total Value Change : $-2,082,000
  Securities Held Change : -2
   
All Securities Held : 61
  New Positions : 0
  Closed Positions : 2
  Increased Positions : 2
  Unchanged Positions : 40
  Decreased Positions : 19

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Holdings Found : 2     View All Holdings Currently Viewing:  Increased 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
   (AOA)1 Year Chart         AOA iShares Trust 58 - $74.08 $245,000 4,106 0.39% 18,000 15 0.023    Closed - End Fund - Debt
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 59 - $58.11 $243,000 1,004 0.39% 24,000 3 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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