Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Keystone Financial Services
  City: LOVELAND
  State: CO
  Zip: 80538
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $211,639,000
  Total Value Change : $22,733,000
  Securities Held Change : 10
   
All Securities Held : 82
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 43
  Unchanged Positions : 5
  Decreased Positions : 26

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 48 - $220.08 $516,000 2,419 0.24% 59,000 0 0.001    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 53 - $522.61 $447,000 940 0.21% 45,000 0 0    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 54 - $451.55 $441,000 1,076 0.21% 56,000 0 0    Closed - End Fund - Debt
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 62 - $460.94 $311,000 685 0.15% 31,000 0 0    Aerospace/Defense - M...
   (CI)1 Year Chart         CI Cigna Corporation 69 - $331.00 $264,000 880 0.12% 12,000 0 0    Health Care Plans

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results