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  Name: Solitude Financial Services
  City: CHARLOTTESVILLE
  State: VA
  Zip: 22901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $217,198,000
  Total Value Change : $34,472,000
  Securities Held Change : -9
   
All Securities Held : 36
  New Positions : 5
  Closed Positions : 14
  Increased Positions : 19
  Unchanged Positions : 2
  Decreased Positions : 10

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Holdings Found : 14     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
   (XLF)1 Year Chart         XLF SPDR Financial Sector 39 Closed $42.49 $0 0 0% -1,511,000 -40,191 0    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 45 Closed $64.48 $0 0 0% -5,436,000 -87,812 0    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 38 Closed $84.89 $0 0 0% -4,959,000 -56,120 0    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 44 Closed $176.06 $0 0 0% -2,038,000 -14,586 0    Search Engines & Info...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 50 Closed $44.89 $0 0 0% -5,126,000 -124,723 0    Closed - End Fund - E...
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 37 Closed $156.89 $0 0 0% -4,676,000 -34,117 0    Closed - End Fund - E...
   (FNDE)1 Year Chart         FNDE Schwab Fundamental Emerging... 43 Closed $30.70 $0 0 0% -636,000 -23,432 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 49 Closed $49.56 $0 0 0% -15,964,000 -333,280 0    Closed - End Fund - F...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 42 Closed $225.56 $0 0 0% -12,565,000 -58,899 0    Closed - End Fund - E...
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 48 Closed $88.54 $0 0 0% -1,454,000 -18,759 0    N/A
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 41 Closed $43.06 $0 0 0% -4,858,000 -114,067 0    Closed - End Fund - E...
   (EPRF)1 Year Chart         EPRF Innovator S&P Investment Gr... 47 Closed $0.00 $0 0 0% -3,226,000 -173,182 0    N/A
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 40 Closed $36.09 $0 0 0% -598,000 -17,159 0    N/A
   (PXF)1 Year Chart         PXF Invesco FTSE RAFI Dev Mkts ... 46 Closed $51.13 $0 0 0% -335,000 -7,062 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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