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  Name: GOULD ASSET MANAGEMENT LLC /CA/
  City: CLAREMONT
  State: UN
  Zip: 91711
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $386,915,000
  Total Value Change : $32,737,000
  Securities Held Change : 7
   
All Securities Held : 157
  New Positions : 12
  Closed Positions : 5
  Increased Positions : 67
  Unchanged Positions : 16
  Decreased Positions : 62

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (IBML)1 Year Chart         IBML Ishares Ibonds Dec 2023 Ter... 158 Closed $0.00 $0 0 0% -215,000 -8,425 0    N/A
   (CSX)1 Year Chart         CSX CSX Corp 157 Closed $33.85 $0 0 0% -210,000 -6,825 0    Railroads
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 156 Closed $0.00 $0 0 0% -326,000 -13,130 0    N/A
   (EUSB)1 Year Chart         EUSB Ishares Esg Advanced Total ... 155 Closed $0.00 $0 0 0% -366,000 -8,950 0    N/A
   (IBDO)1 Year Chart         IBDO Ishares Ibonds Dec 2023 Ter... 154 Closed $25.33 $0 0 0% -349,000 -13,745 0    N/A

      5 Records Found
  1    
Page 1 of 1
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