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  Name: First Affirmative Financial Network
  City: COLORADO SPRINGS
  State: CO
  Zip: 80918
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $135,662,000
  Total Value Change : $10,428,000
  Securities Held Change : 12
   
All Securities Held : 254
  New Positions : 17
  Closed Positions : 7
  Increased Positions : 133
  Unchanged Positions : 1
  Decreased Positions : 103

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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
   (HDB)1 Year Chart         HDB HDFC Bank Limited (ADR) 255 Closed $56.78 $0 0 0% -212,000 -3,164 0    Foreign Regional Banks
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 254 Closed $86.77 $0 0 0% -208,000 -1,922 0    N/A
   (NYF)1 Year Chart         NYF iShares S&P NY AMT-Free Mun... 260 Closed $53.42 $0 0 0% -233,000 -4,300 0    N/A
   (ZCMD)1 Year Chart         ZCMD Zhongchao Ord Shs Class A 259 Closed $0.00 $0 0 0% -5,000 -15,332 0    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc 258 Closed $237.73 $0 0 0% -206,000 -913 0    Lodging
   (ACB)1 Year Chart         ACB Aurora Cannabis Inc 257 Closed $7.38 $0 0 0% -9,000 -18,145 0    N/A
   (COO)1 Year Chart         COO Cooper Companies Inc 256 Closed $97.31 $0 0 0% -201,000 -530 0    Medical Instruments &...

      7 Records Found
  1    
Page 1 of 1
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