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  Name: RE Dickinson Investment Advisors LLC
  City: COUNCIL BLUFFS
  State: IA
  Zip: 51503
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $150,407,000
  Total Value Change : $7,884,000
  Securities Held Change : -43
   
All Securities Held : 238
  New Positions : 9
  Closed Positions : 53
  Increased Positions : 39
  Unchanged Positions : 153
  Decreased Positions : 37

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Holdings Found : 53     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
   (WGO)1 Year Chart         WGO Winnebago Industries Inc 226 Closed $62.54 $0 0 0% -3,000 -50 0    Recreational Vehicles
   (FVRR)1 Year Chart         FVRR Fiverr International Ltd 267 Closed $23.52 $0 0 0% -1,000 -48 0    N/A
   (O)1 Year Chart         O Realty Income Corp 253 Closed $55.01 $0 0 0% -2,000 -48 0    REIT - Retail
   (TTC)1 Year Chart         TTC Toro Co 290 Closed $87.42 $0 0 0% -2,000 -25 0    Small Tools & Accesso...
   (NVCR)1 Year Chart         NVCR Novocure Ltd 237 Closed $16.47 $0 0 0% -1,000 -34 0    N/A
   (DOW)1 Year Chart         DOW DOW Inc 275 Closed $59.41 $0 0 0% -4,000 -75 0    Diversified Chemicals
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 259 Closed $0.00 $0 0 0% -20,000 -190 0    Closed - End Fund - E...
   (CHPT)1 Year Chart         CHPT ChargePoint Holdings, Inc 245 Closed $0.00 $0 0 0% 0 -35 0    N/A
   (NDSN)1 Year Chart         NDSN Nordson Corp 282 Closed $278.89 $0 0 0% -456,000 -2,042 0    Diversified Machinery
   (QTEC)1 Year Chart         QTEC First Trust NASDAQ-100-Tech... 266 Closed $184.74 $0 0 0% -26,000 -180 0    Closed - End Fund - Debt
   (PLUG)1 Year Chart         PLUG Plug Power Inc 252 Closed $2.56 $0 0 0% 0 -30 0    Industrial Electrical...
   (U)1 Year Chart         U Unity Software Inc. 289 Closed $21.69 $0 0 0% -2,000 -58 0    N/A
   (JPS)1 Year Chart         JPS Nuveen Quality Preferred In... 235 Closed $6.21 $0 0 0% -29,000 -4,763 0    Closed - End Fund - Debt
   (DOCU)1 Year Chart         DOCU Docusign Inc 274 Closed $58.03 $0 0 0% -1,000 -34 0    N/A
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 258 Closed $63.64 $0 0 0% -7,000 -127 0    Closed - End Fund - E...
   (BXMT)1 Year Chart         BXMT Blackstone Mortgage Trust Inc 244 Closed $17.86 $0 0 0% -243,000 -11,150 0    REIT - Diversified
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 281 Closed $320.76 $0 0 0% -4,000 -22 0    N/A
   (HUBS)1 Year Chart         HUBS Hubspot Inc 265 Closed $0.00 $0 0 0% -7,000 -14 0    N/A
   (MTCH)1 Year Chart         MTCH Match Group, Inc. 251 Closed $107.05 $0 0 0% -1,000 -15 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 288 Closed $188.19 $0 0 0% -18,000 -111 0    Closed - End Fund - E...
   (OKTA)1 Year Chart         OKTA Okta, Inc. 233 Closed $97.42 $0 0 0% -7,000 -80 0    N/A
   (NET)1 Year Chart         NET Cloudflare, Inc. 271 Closed $0.00 $0 0 0% -3,000 -51 0    N/A
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 257 Closed $0.00 $0 0 0% -11,000 -127 0    Closed - End Fund - E...
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 243 Closed $68.93 $0 0 0% -6,000 -100 0    Closed - End Fund - E...
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 279 Closed $38.46 $0 0 0% -17,000 -500 0    Closed - End Fund - Debt
   (HR)1 Year Chart         HR Healthcare Realty Trust Inc 264 Closed $24.29 $0 0 0% -15,000 -980 0    REIT - Healthcare Fac...
   (MASI)1 Year Chart         MASI Masimo Corp 250 Closed $121.76 $0 0 0% -2,000 -22 0    Medical Appliances & ...
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... 287 Closed $61.97 $0 0 0% -1,000 -12 0    N/A
   (ABR)1 Year Chart         ABR Arbor Realty Trust Inc 231 Closed $13.10 $0 0 0% -257,000 -16,900 0    REIT - Diversified
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 270 Closed $133.99 $0 0 0% -3,000 -25 0    Business Services
   (KNSL)1 Year Chart         KNSL Kinsale Capital Group, Inc. 256 Closed $380.65 $0 0 0% -2,000 -6 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 242 Closed $343.81 $0 0 0% -57,000 -208 0    Closed - End Fund - E...
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 278 Closed $0.00 $0 0 0% -17,000 -380 0    N/A
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 262 Closed $55.83 $0 0 0% -25,000 -510 0    Closed - End Fund - E...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 249 Closed $352.96 $0 0 0% -10,000 -25 0    Textile - Apparel Clo...
   (BIF)1 Year Chart         BIF Boulder Growth & Income Fund 286 Closed $14.52 $0 0 0% -16,000 -1,230 0    Closed - End Fund - Debt
   (SKX)1 Year Chart         SKX Skechers USA Inc 229 Closed $67.78 $0 0 0% 0 -5 0    Textile - Apparel Foo...
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 269 Closed $0.00 $0 0 0% -2,000 -75 0    N/A
   (SE)1 Year Chart         SE Sea Limited 255 Closed $64.91 $0 0 0% -1,000 -29 0    N/A
   (NB)1 Year Chart         NB Niocorp Developments Ltd 240 Closed $2.36 $0 0 0% 0 -75 0    N/A
   (FPX)1 Year Chart         FPX First Trust US IPO Index 277 Closed $102.49 $0 0 0% -17,000 -200 0    Closed - End Fund - Debt
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 261 Closed $80.34 $0 0 0% -19,000 -280 0    Closed - End Fund - E...
   (LMND)1 Year Chart         LMND Lemonade, Inc. 248 Closed $16.58 $0 0 0% -1,000 -90 0    N/A
   (UPST)1 Year Chart         UPST Upstart Holdings, Inc. 285 Closed $25.40 $0 0 0% -2,000 -55 0    N/A
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 227 Closed $262.19 $0 0 0% -14,000 -61 0    Closed - End Fund - E...
   (FLGT)1 Year Chart         FLGT Fulgent Genetics, Inc. 268 Closed $21.75 $0 0 0% -1,000 -31 0    N/A
   (ROKU)1 Year Chart         ROKU Roku, Inc 254 Closed $57.91 $0 0 0% -2,000 -31 0    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 291 Closed $131.39 $0 0 0% -38,000 -331 0    Closed - End Fund - E...
   (SHOP)1 Year Chart         SHOP Shopify Inc 238 Closed $58.94 $0 0 0% -23,000 -419 0    N/A
   (SKYY)1 Year Chart         SKYY First Trust Ise Cloud Compu... 276 Closed $93.23 $0 0 0% -13,000 -175 0    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 260 Closed $0.00 $0 0 0% -12,000 -248 0    Closed - End Fund - E...
   (LVHD)1 Year Chart         LVHD Legg Mason Low Volatility H... 247 Closed $36.61 $0 0 0% -7,000 -200 0    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 284 Closed $207.12 $0 0 0% -38,000 -206 0    Closed - End Fund - E...
      53 Records Found
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Page 1 of 1
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