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  Name: Kuhn & Co Investment Counsel
  City: Chicago
  State: IL
  Zip: 60631
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $106,361,000
  Total Value Change : $8,779,000
  Securities Held Change : -1
   
All Securities Held : 123
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 41
  Unchanged Positions : 49
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (INTC)1 Year Chart         INTC Intel Corp 128 Closed $30.91 $0 0 0% -227,000 -4,509 0    Semiconductor- Broad...
   (IAT)1 Year Chart         IAT iShares Dow Jones U.S. Regi... 127 Closed $40.74 $0 0 0% -317,000 -7,586 0    Closed - End Fund - E...
   (MU)1 Year Chart         MU Micron Technology Inc 126 Closed $134.82 $0 0 0% -260,000 -3,051 0    Semiconductor - Memor...
   (PM)1 Year Chart         PM Philip Morris International... 125 Closed $103.68 $0 0 0% -200,000 -2,131 0    Cigarettes & Other To...
   (FDRR)1 Year Chart         FDRR Fidelity Dividend Etf For R... 124 Closed $47.91 $0 0 0% -290,000 -6,614 0    N/A
   (PLD)1 Year Chart         PLD ProLogis Inc 130 Closed $111.17 $0 0 0% -200,000 -1,504 0    REIT - Industrial
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 129 Closed $178.83 $0 0 0% -231,000 -1,171 0    Drugs - Generic

      7 Records Found
  1    
Page 1 of 1
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