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  Name: Family Firm Inc.
  City: BETHESDA
  State: MD
  Zip: 20814
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $410,451,000
  Total Value Change : $22,795,000
  Securities Held Change : 8
   
All Securities Held : 196
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 113
  Unchanged Positions : 19
  Decreased Positions : 50

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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
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 198 Closed $475.40 $0 0 0% -214,000 -490 0    Closed - End Fund - E...
   (IYC)1 Year Chart         IYC iShares Dow Jones US Consum... 202 Closed $79.65 $0 0 0% -206,000 -2,715 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 201 Closed $343.39 $0 0 0% -256,000 -824 0    Closed - End Fund - E...
   (CABO)1 Year Chart         CABO Cable One, Inc. 200 Closed $393.00 $0 0 0% -228,000 -410 0    N/A
   (BDJ)1 Year Chart         BDJ Blackrock Enhanced Dividend... 199 Closed $8.18 $0 0 0% -101,000 -13,103 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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