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  Name: CFO4Life L.P.
  City: COPPELL
  State: TX
  Zip: 75019
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $470,504,000
  Total Value Change : $349,493,000
  Securities Held Change : 85
   
All Securities Held : 176
  New Positions : 135
  Closed Positions : 52
  Increased Positions : 26
  Unchanged Positions : 0
  Decreased Positions : 15

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Holdings Found : 52     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
   (ETV)1 Year Chart         ETV Eaton Vance Tax-Managed Buy... 179 Closed $12.87 $0 0 0% -716,000 -48,221 0    Closed - End Fund - E...
   (EXG)1 Year Chart         EXG Eaton Vance Tax-Managed Glo... 211 Closed $8.14 $0 0 0% -142,000 -17,767 0    Closed - End Fund - E...
   (GIS)1 Year Chart         GIS General Mills Inc 198 Closed $69.91 $0 0 0% -233,000 -3,770 0    Food - Major Diversified
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 185 Closed $4.60 $0 0 0% -275,000 -21,860 0    Closed - End Fund - Debt
   (MHK)1 Year Chart         MHK Mohawk Industries Inc 217 Closed $116.37 $0 0 0% -385,000 -1,927 0    Textile Manufacturing
   (INTF)1 Year Chart         INTF Ishares Factorselect Msci I... 204 Closed $29.58 $0 0 0% -830,000 -35,736 0    N/A
   (GE)1 Year Chart         GE General Electric Co 191 Closed $164.11 $0 0 0% -488,000 -15,438 0    Conglomerates
   (CCL)1 Year Chart         CCL Carnival Corp 223 Closed $14.44 $0 0 0% -414,000 -7,946 0    Sporting and Park Ent...
   (VIAC)1 Year Chart         VIAC CBS Corp Class B 178 Closed $12.89 $0 0 0% -310,000 -4,880 0    Broadcasting - TV
   (VMW)1 Year Chart         VMW VMware, Inc. 210 Closed $142.48 $0 0 0% -466,000 -5,916 0    Technical & System So...
   (FFIV)1 Year Chart         FFIV F5 Networks Inc 197 Closed $191.13 $0 0 0% -452,000 -3,121 0    Internet Software & S...
   (SEP)1 Year Chart         SEP Spectra Energy Partners LP 184 Closed $0.00 $0 0 0% -341,000 -7,439 0    Oil & Gas Pipelines &...
   (ALK)1 Year Chart         ALK Alaska Air Group Inc 216 Closed $42.68 $0 0 0% -792,000 -8,926 0    Regional Airlines
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 203 Closed $81.33 $0 0 0% -245,000 -2,794 0    N/A
   (KR)1 Year Chart         KR Kroger Co 190 Closed $54.78 $0 0 0% -580,000 -16,821 0    Grocery Stores
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 222 Closed $88.60 $0 0 0% -305,000 -4,842 0    Electric Utilities
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 177 Closed $513.84 $0 0 0% -565,000 -2,510 0    Closed - End Fund - E...
   (RPAI)1 Year Chart         RPAI Retail Properties of America 209 Closed $13.15 $0 0 0% -465,000 -30,344 0    REIT - Diversified
   (ZION)1 Year Chart         ZION Zions Bancorporation 196 Closed $43.62 $0 0 0% -750,000 -17,426 0    Domestic Regional Banks
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 228 Closed $319.29 $0 0 0% -351,000 -4,675 0    Diversified Machinery
   (OC)1 Year Chart         OC Owens Corning 183 Closed $174.81 $0 0 0% -410,000 -7,956 0    General Building Mate...
   (LTXB)1 Year Chart         LTXB LegacyTexas Financial Group... 215 Closed $42.54 $0 0 0% -3,251,000 -75,509 0    Diversified Investments
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 202 Closed $56.49 $0 0 0% -6,731,000 -232,918 0    N/A
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 189 Closed $59.17 $0 0 0% -219,000 -4,806 0    Food - Major Diversified
   (BP)1 Year Chart         BP BP Plc (ADR) 221 Closed $38.70 $0 0 0% -667,000 -17,843 0    Integrated Oil & Gas
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 208 Closed $0.00 $0 0 0% -1,051,000 -14,468 0    N/A
   (CTXS)1 Year Chart         CTXS Citrix Systems Inc 195 Closed $103.90 $0 0 0% -312,000 -3,494 0    Internet Software & S...
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 227 Closed $223.37 $0 0 0% -423,000 -5,560 0    Medical Laboratories ...
   (PSEC)1 Year Chart         PSEC Prospect Capital Corp 182 Closed $5.23 $0 0 0% -629,000 -75,337 0    Asset Management
   (FL)1 Year Chart         FL Foot Locker Inc 214 Closed $21.81 $0 0 0% -348,000 -4,907 0    Apparel Stores
   (COMM)1 Year Chart         COMM Commscope Holding Company, ... 201 Closed $0.99 $0 0 0% -244,000 -6,555 0    Communication Equipment
   (LKQ)1 Year Chart         LKQ LKQ Corp 188 Closed $43.85 $0 0 0% -527,000 -17,204 0    Auto Parts Wholesale
   (LUV)1 Year Chart         LUV Southwest Airlines Co 220 Closed $26.15 $0 0 0% -451,000 -9,044 0    Regional Airlines
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 207 Closed $0.00 $0 0 0% -3,880,000 -63,376 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 194 Closed $162.79 $0 0 0% -4,941,000 -57,029 0    Closed - End Fund - E...
   (NE)1 Year Chart         NE Noble Corp 226 Closed $45.29 $0 0 0% -486,000 -82,060 0    Oil & Gas Drilling & ...
   (DON)1 Year Chart         DON Wisdom Tree Trust MidCap Di... 181 Closed $46.58 $0 0 0% -754,000 -7,992 0    Closed - End Fund - E...
   (CBI)1 Year Chart         CBI Chicago Bridge & Iron Co N.V. 213 Closed $0.00 $0 0 0% -253,000 -7,953 0    General Contractors
   (O)1 Year Chart         O Realty Income Corp 200 Closed $55.26 $0 0 0% -417,000 -7,251 0    REIT - Retail
   (AFB)1 Year Chart         AFB AllianceBernstein National ... 187 Closed $10.64 $0 0 0% -372,000 -28,126 0    Closed - End Fund - Debt
   (SO)1 Year Chart         SO Southern Co 219 Closed $75.85 $0 0 0% -526,000 -10,703 0    Electric Utilities
   (LEA)1 Year Chart         LEA Lear Corp 206 Closed $132.86 $0 0 0% -867,000 -6,550 0    Auto Parts
   (WELL)1 Year Chart         WELL Welltower Inc 193 Closed $95.81 $0 0 0% -257,000 -3,842 0    REIT - Healthcare Fac...
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 225 Closed $217.51 $0 0 0% -359,000 -1,266 0    Biotechnology
   (ZIXI)1 Year Chart         ZIXI Zix Corp 180 Closed $8.49 $0 0 0% -329,000 -66,500 0    Internet Software & S...
   (CNC)1 Year Chart         CNC Centene Corp 212 Closed $74.81 $0 0 0% -393,000 -6,951 0    Health Care Plans
   (EMR)1 Year Chart         EMR Emerson Electric Co 199 Closed $106.54 $0 0 0% -217,000 -3,899 0    Industrial Electrical...
   (VTR)1 Year Chart         VTR Ventas Inc 186 Closed $46.79 $0 0 0% -244,000 -3,896 0    REIT - Healthcare Fac...
   (LH)1 Year Chart         LH Laboratory Corp of America 218 Closed $201.32 $0 0 0% -267,000 -2,077 0    Medical Laboratories ...
   (CDW)1 Year Chart         CDW Cdw Corp 205 Closed $219.56 $0 0 0% -466,000 -8,948 0    Catalog & Mail Order ...
   (DIA)1 Year Chart         DIA Diamonds Trust 192 Closed $386.77 $0 0 0% -486,000 -2,461 0    Closed - End Fund - E...
   (DHI)1 Year Chart         DHI DR Horton Inc 224 Closed $148.48 $0 0 0% -268,000 -9,824 0    Residential Construct...
      52 Records Found
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