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  Name: Moreno Evelyn V
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $211,879,000
  Total Value Change : $-247,195,000
  Securities Held Change : -1
   
All Securities Held : 140
  New Positions : 9
  Closed Positions : 13
  Increased Positions : 7
  Unchanged Positions : 62
  Decreased Positions : 62

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Holdings Found : 13     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
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 142 Closed $67.71 $0 0 0% -1,757,000 -25,161 0    Drug Stores
   (DIS)1 Year Chart         DIS Walt Disney Co 148 Closed $111.10 $0 0 0% -3,415,000 -42,130 0    Entertainment - Diver...
   (NOK)1 Year Chart         NOK Nokia Corporation (ADR) 141 Closed $3.65 $0 0 0% -42,000 -11,148 0    Communication Equipment
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 147 Closed $43.94 $0 0 0% -2,294,000 -39,527 0    Drug Manufacturers - ...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 153 Closed $93.52 $0 0 0% -226,000 -2,500 0    Closed - End Fund - E...
   (LYG)1 Year Chart         LYG Lloyds Banking Group Plc 146 Closed $2.56 $0 0 0% -57,000 -26,955 0    Foreign Regional Banks
   (SRE)1 Year Chart         SRE Sempra Energy 152 Closed $71.98 $0 0 0% -241,000 -3,544 0    Electric Utilities
   (NKE)1 Year Chart         NKE Nike Inc B 145 Closed $92.26 $0 0 0% -3,757,000 -39,291 0    Textile - Apparel Foo...
   (VMW)1 Year Chart         VMW VMware, Inc. 151 Closed $142.48 $0 0 0% -5,319,000 -31,950 0    Technical & System So...
   (XLU)1 Year Chart         XLU SPDR Utilities Select 144 Closed $66.74 $0 0 0% -1,653,000 -28,056 0    Closed - End Fund - E...
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 150 Closed $88.63 $0 0 0% -2,650,000 -33,739 0    Closed - End Fund - E...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 143 Closed $244.11 $0 0 0% -342,000 -1,485 0    Diversified Machinery
   (HUBB)1 Year Chart         HUBB Hubbell Inc 149 Closed $370.52 $0 0 0% -3,601,000 -11,489 0    Electronics Wholesale
      13 Records Found
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Page 1 of 1
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