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  Name: West Financial Advisors LLC
  City: DES MOINES
  State: IA
  Zip: 50309
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $466,155,000
  Total Value Change : $27,457,000
  Securities Held Change : -3
   
All Securities Held : 154
  New Positions : 10
  Closed Positions : 14
  Increased Positions : 34
  Unchanged Positions : 88
  Decreased Positions : 22

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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
   (OCSL)1 Year Chart         OCSL Oaktree Specialty Lending Corp 155 Closed $19.13 $0 0 0% -1,000 -39 0    Credit Services
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 165 Closed $177.85 $0 0 0% -2,075,000 -11,606 0    Closed - End Fund - E...
   (DD)1 Year Chart         DD DuPont de Nemours Inc 154 Closed $78.20 $0 0 0% -19,000 -249 0    Diversified Chemicals
   (CC)1 Year Chart         CC Chemours Co 164 Closed $27.50 $0 0 0% -4,000 -117 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 153 Closed $108.26 $0 0 0% -9,000 -79 0    Closed - End Fund - E...
   (TDF)1 Year Chart         TDF Templeton Dragon Fund Inc 162 Closed $8.47 $0 0 0% -1,000 -112 0    Closed - End Fund - F...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 152 Closed $90.58 $0 0 0% -10,000 -120 0    Electric Utilities
   (VTRS)1 Year Chart         VTRS Upjohn Inc 160 Closed $11.81 $0 0 0% -1,000 -73 0    N/A
   (DOW)1 Year Chart         DOW DOW Inc 168 Closed $58.64 $0 0 0% -14,000 -249 0    Diversified Chemicals
   (PFE)1 Year Chart         PFE Pfizer Inc 151 Closed $28.27 $0 0 0% -17,000 -591 0    Drug Manufacturers - ...
   (KRP)1 Year Chart         KRP Kimbell Royalty Partners, Lp 157 Closed $16.40 $0 0 0% -2,000 -118 0    N/A
   (NWBI)1 Year Chart         NWBI Northwest Bancorp Inc 167 Closed $11.11 $0 0 0% -1,000 -61 0    Savings & Loans
   (NMFC)1 Year Chart         NMFC New Mountain Finance Corp 156 Closed $12.63 $0 0 0% -1,000 -116 0    Conglomerates
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 166 Closed $104.80 $0 0 0% -152,000 -1,443 0    Closed - End Fund - Debt
      14 Records Found
  1    
Page 1 of 1
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