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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     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
   (IFF)1 Year Chart         IFF International Flavors & Fra... 51 Closed $86.64 $0 0 0% -7,352,000 -90,804 0    Specialty Chemicals
   (BLK)1 Year Chart         BLK BlackRock Inc A 50 Closed $763.91 $0 0 0% -300,000 -369 0    Investment Brokerage ...

      2 Records Found
  1    
Page 1 of 1
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