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  Name: Financial Insights Inc.
  City: TACOMA
  State: WA
  Zip: 98402
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $358,512,000
  Total Value Change : $38,766,000
  Securities Held Change : 5
   
All Securities Held : 159
  New Positions : 11
  Closed Positions : 7
  Increased Positions : 27
  Unchanged Positions : 35
  Decreased Positions : 86

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 161 Closed $11.59 $0 0 0% -116,000 -10,100 0    Closed - End Fund - Debt
   (EL)1 Year Chart         EL Estee Lauder Companies Inc 160 Closed $147.36 $0 0 0% -302,000 -2,064 0    Personal Products
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 166 Closed $174.06 $0 0 0% -238,000 -1,208 0    Drugs - Generic
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 165 Closed $252.33 $0 0 0% -382,000 -1,640 0    Business Software & S...
   (ICF)1 Year Chart         ICF iShares Tr Cohen & Steers 164 Closed $0.00 $0 0 0% -336,000 -5,727 0    Closed - End Fund - E...
   (JPGB)1 Year Chart         JPGB Jpmorgan Global Bond Opport... 163 Closed $0.00 $0 0 0% -350,000 -7,321 0    N/A
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 162 Closed $275.32 $0 0 0% -347,000 -1,541 0    Independent Oil & Gas

      7 Records Found
  1    
Page 1 of 1
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