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  Name: Graves-Light Private Wealth Management Inc.
  City: HARRISONBURG
  State: VA
  Zip: 22801
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $805,037,000
  Total Value Change : $68,707,000
  Securities Held Change : 4
   
All Securities Held : 181
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 43
  Unchanged Positions : 65
  Decreased Positions : 68

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     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
   (OIA)1 Year Chart         OIA Invesco Muni Income Opp Tr 184 Closed $6.22 $0 0 0% -68,000 -12,180 0    Closed - End Fund - Debt
   (BRBS)1 Year Chart         BRBS Blue Ridge Bankshares Inc (... 183 Closed $2.67 $0 0 0% -42,000 -10,149 0    N/A
   (CMU)1 Year Chart         CMU Colonial Municipal Income T... 182 Closed $3.31 $0 0 0% -58,000 -19,098 0    Closed - End Fund - Debt
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 185 Closed $58.51 $0 0 0% -990,000 -8,833 0    N/A

      4 Records Found
  1    
Page 1 of 1
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