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  Name: Ronna Sue Cohen
  City: SALT LAKE CITY
  State: UT
  Zip: 84121
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $224,378,000
  Total Value Change : $45,926,000
  Securities Held Change : 42
   
All Securities Held : 96
  New Positions : 45
  Closed Positions : 3
  Increased Positions : 38
  Unchanged Positions : 1
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased 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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 2 - $411.22 $8,258,000 19,637 3.68% 1,242,000 -35 0.001    Property & Casualty I...
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 3 - $143.09 $7,616,000 52,875 3.39% 492,000 -61 0.016    REIT - Diversified
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 9 - $206.63 $6,241,000 30,263 2.78% 1,307,000 -184 0.003    Semiconductor Equipme...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 23 - $29.60 $4,083,000 137,155 1.82% -34,000 -1,091 0.011    Closed - End Fund - Debt
   (SAFT)1 Year Chart         SAFT Safety Insurance Group Inc 28 - $81.69 $3,362,000 40,906 1.5% 191,000 -825 0.275    Property & Casualty I...
   (PBA)1 Year Chart         PBA Pembina Pipeline Corp 30 - $36.87 $3,060,000 86,590 1.36% 55,000 -700 0.016    Oil & Gas Pipelines &...
   (BMO)1 Year Chart         BMO Bank of Montreal (USA) 31 - $94.11 $2,983,000 30,536 1.33% -71,000 -330 0.005    Foreign Money Center ...
   (PG)1 Year Chart         PG Procter & Gamble Co 39 - $165.87 $2,078,000 12,809 0.93% 137,000 -435 0.001    Cleaning Products
   (UMH)1 Year Chart         UMH UMH Properties Inc 43 - $15.70 $1,804,000 111,074 0.8% 90,000 -826 0.192    REIT - Housing/Apartm...
   (LDOS)1 Year Chart         LDOS Leidos Holdings, Inc. 50 - $146.09 $1,362,000 10,393 0.61% 227,000 -90 0.007    Technical Services
   (PNW)1 Year Chart         PNW Pinnacle West Capital Corp 63 - $76.96 $628,000 8,407 0.28% -142,000 -2,308 0.007    Electric Utilities
   (BEP)1 Year Chart         BEP Brookfield Renewable Power 70 - $27.33 $486,000 20,925 0.22% -187,000 -4,700 0.01    N/A
      12 Records Found
  1    
Page 1 of 1
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