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  Name: Bouvel Investment Partners LLC
  City: PHOENIXVILLE
  State: PA
  Zip: 19460
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $231,516,000
  Total Value Change : $17,395,000
  Securities Held Change : -2
   
All Securities Held : 75
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 30
  Unchanged Positions : 0
  Decreased Positions : 43

                  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
   (NCLH)1 Year Chart         NCLH Norwegian Cruise Line Holdi... 78 Closed $16.09 $0 0 0% -1,421,000 -70,915 0    N/A
   (FNCL)1 Year Chart         FNCL Fidelity MSCI Financials INDEX 77 Closed $58.27 $0 0 0% -1,307,000 -24,402 0    N/A
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 76 Closed $50.17 $0 0 0% -2,354,000 -44,899 0    Closed - End Fund - E...
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 79 Closed $246.27 $0 0 0% -237,000 -867 0    Diversified Chemicals

      4 Records Found
  1    
Page 1 of 1
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