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  Name: Lester Murray Antman dba SimplyRich
  City: CARLSBAD
  State: CA
  Zip: 92008
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $309,497,000
  Total Value Change : $18,714,000
  Securities Held Change : 6
   
All Securities Held : 179
  New Positions : 9
  Closed Positions : 6
  Increased Positions : 62
  Unchanged Positions : 85
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     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
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 185 Closed $500.82 $0 0 0% -202,000 -364 0    Diagnostic Substances
   (VALE)1 Year Chart         VALE Companhia Vale Do Rio Doce ... 184 Closed $12.58 $0 0 0% -510,000 -32,173 0    Steel & Iron
   (ABB)1 Year Chart         ABB ABB Ltd (ADR) 183 Closed $51.72 $0 0 0% -801,000 -18,073 0    Industrial Electrical...
   (ABEV)1 Year Chart         ABEV Companhia de Bebidas das Am... 182 Closed $2.34 $0 0 0% -210,000 -75,000 0    Beverage - Brewers
   (WPM)1 Year Chart         WPM Wheaton Precious Metals Corp 181 Closed $55.78 $0 0 0% -207,000 -4,201 0    Silver
   (BIDU)1 Year Chart         BIDU Baidu Inc 180 Closed $110.87 $0 0 0% -210,000 -1,761 0    Internet Service Prov...

      6 Records Found
  1    
Page 1 of 1
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