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  Name: Keystone Financial Planning Inc.
  City: Cleveland
  State: OH
  Zip: 44130
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $308,355,000
  Total Value Change : $5,669,000
  Securities Held Change : 0
   
All Securities Held : 49
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 7
  Unchanged Positions : 7
  Decreased Positions : 33

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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 13 New $83.22 $7,116,000 86,655 2.31% 7,116,000 86,655 0.027    Multi Utilities
   (BAC)1 Year Chart         BAC Bank of America Corp 49 New $37.25 $223,000 5,881 0.07% 223,000 5,881 0    Domestic Money Center...
      2 Records Found
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