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  Name: First Personal Financial Services
  City: CHARLOTTE
  State: NC
  Zip: 28202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $431,098,000
  Total Value Change : $20,096,000
  Securities Held Change : -23
   
All Securities Held : 362
  New Positions : 29
  Closed Positions : 53
  Increased Positions : 43
  Unchanged Positions : 181
  Decreased Positions : 109

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Holdings Found : 53     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
   (GDXJ)1 Year Chart         GDXJ Market Vectors Junior Gold ... 413 Closed $43.67 $0 0 0% -6,000 -150 0    Closed - End Fund - Debt
   (CCBG)1 Year Chart         CCBG Capital City Bank Group Inc 377 Closed $28.05 $0 0 0% -12,000 -419 0    Domestic Regional Banks
   (AVAV)1 Year Chart         AVAV Aerovironment Inc 396 Closed $187.33 $0 0 0% -11,000 -85 0    Aerospace/Defense Pro...
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 363 Closed $83.83 $0 0 0% -4,000 -35 0    N/A
   (BAB)1 Year Chart         BAB Invesco Taxable Municipal B... 383 Closed $26.28 $0 0 0% -113,000 -4,200 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 403 Closed $216.95 $0 0 0% -25,000 -130 0    Closed - End Fund - E...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 369 Closed $21.14 $0 0 0% 0 -1 0    N/A
   (IRM)1 Year Chart         IRM Iron Mountain Inc 389 Closed $79.59 $0 0 0% -16,000 -230 0    Business Services
   (URNM)1 Year Chart         URNM Sprott Uranium Miners Etf 412 Closed $55.79 $0 0 0% -5,000 -100 0    N/A
   (WEAT)1 Year Chart         WEAT Teucrium Wheat Fund 376 Closed $5.99 $0 0 0% -10,000 -1,600 0    N/A
   (ALK)1 Year Chart         ALK Alaska Air Group Inc 395 Closed $43.86 $0 0 0% -1,000 -25 0    Regional Airlines
   (FTRE)1 Year Chart         FTRE Fortrea Holdings Inc. 360 Closed $35.81 $0 0 0% -64,000 -1,823 0    N/A
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 382 Closed $126.95 $0 0 0% -138,000 -1,180 0    Closed - End Fund - E...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 402 Closed $131.68 $0 0 0% -5,000 -67 0    N/A
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 368 Closed $86.40 $0 0 0% -93,000 -1,021 0    Closed - End Fund - E...
   (USB)1 Year Chart         USB US Bancorp Delaware 388 Closed $41.54 $0 0 0% -76,000 -1,750 0    Domestic Regional Banks
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 411 Closed $203.72 $0 0 0% -21,000 -137 0    Independent Oil & Gas
   (RA)1 Year Chart         RA Brookfield Real Assets Inco... 375 Closed $12.63 $0 0 0% 0 -1 0    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 394 Closed $79.46 $0 0 0% -16,000 -200 0    N/A
   (GWW)1 Year Chart         GWW WW Grainger Inc 359 Closed $956.21 $0 0 0% -54,000 -65 0    Electronics Wholesale
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 381 Closed $7.06 $0 0 0% -5,000 -501 0    N/A
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 400 Closed $603.20 $0 0 0% -19,000 -38 0    General Building Mate...
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 367 Closed $34.07 $0 0 0% -6,000 -200 0    Closed - End Fund - E...
   (RWR)1 Year Chart         RWR Dow Jones Wilshire REIT 387 Closed $91.17 $0 0 0% -19,000 -202 0    Closed - End Fund - E...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 410 Closed $317.94 $0 0 0% 0 -1 0    N/A
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 374 Closed $57.12 $0 0 0% -20,000 -287 0    Industrial Metals & M...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 393 Closed $177.81 $0 0 0% -112,000 -450 0    Auto Manufacturers
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 358 Closed $210.45 $0 0 0% -6,000 -36 0    N/A
   (SLB)1 Year Chart         SLB Schlumberger Ltd 380 Closed $48.48 $0 0 0% -57,000 -1,103 0    Oil & Gas Equipment &...
   (MVIS)1 Year Chart         MVIS Microvision Inc 399 Closed $1.62 $0 0 0% -2,000 -745 0    Diversified Electronics
   (AES)1 Year Chart         AES AES Corporation 366 Closed $19.99 $0 0 0% -9,000 -458 0    Electric Utilities
   (EWZ)1 Year Chart         EWZ iShares MSCI-Brazil 386 Closed $31.85 $0 0 0% -16,000 -450 0    Closed - End Fund - E...
   (NU)1 Year Chart         NU Nu Holdings Ord Shs Class A 409 Closed $0.00 $0 0 0% 0 -1 0    N/A
   (ALL)1 Year Chart         ALL Allstate Corp 373 Closed $171.46 $0 0 0% -32,000 -228 0    Property & Casualty I...
   (SAND)1 Year Chart         SAND Sandstorm Res Ltd Ord 392 Closed $5.72 $0 0 0% -50,000 -10,000 0    N/A
   (DG)1 Year Chart         DG Dollar General Corp 355 Closed $140.86 $0 0 0% -1,000 -10 0    Discount, Variety Stores
   (FNV)1 Year Chart         FNV Franco-Nevada Corp 415 Closed $127.38 $0 0 0% -22,000 -196 0    Gold
   (SNCR)1 Year Chart         SNCR Synchronoss Technologies Inc 379 Closed $0.46 $0 0 0% -25,000 -4,000 0    Application Software
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 398 Closed $473.43 $0 0 0% -44,000 -93 0    Aerospace/Defense - M...
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 365 Closed $62.44 $0 0 0% -18,000 -244 0    Food - Major Diversified
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 385 Closed $96.44 $0 0 0% -101,000 -1,014 0    Closed - End Fund - E...
   (FIW)1 Year Chart         FIW First Trust ISE Water 406 Closed $105.22 $0 0 0% -4,000 -40 0    Closed - End Fund - Debt
   (CRSP)1 Year Chart         CRSP Crispr Therapeutics Ag 372 Closed $53.55 $0 0 0% 0 -1 0    N/A
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 391 Closed $3.06 $0 0 0% -12,000 -2,250 0    Broadcasting - Radio
   (LTHM)1 Year Chart         LTHM Livent Corp. 353 Closed $0.00 $0 0 0% -2,000 -110 0    N/A
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 414 Closed $37.36 $0 0 0% -20,000 -557 0    Oil & Gas Pipelines &...
   (LICY)1 Year Chart         LICY Li-cycle Holdings Corp 378 Closed $0.71 $0 0 0% 0 -50 0    N/A
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) 397 Closed $70.00 $0 0 0% -45,000 -600 0    Gold
   (STWD)1 Year Chart         STWD Starwood Property Trust, Inc. 364 Closed $20.05 $0 0 0% -45,000 -2,125 0    Property Management
   (KOPN)1 Year Chart         KOPN Kopin Corp 384 Closed $0.80 $0 0 0% 0 -175 0    Diversified Electronics
   (SRC)1 Year Chart         SRC Spirit Realty Capital Inc 404 Closed $0.00 $0 0 0% -45,000 -1,024 0    Diversified Investments
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 370 Closed $80.19 $0 0 0% -75,000 -1,000 0    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 390 Closed $455.49 $0 0 0% -33,000 -78 0    Business Services
      53 Records Found
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