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Company Main View
  Name: Tyler-Stone Wealth Management
  City: BEACHWOOD
  State: OH
  Zip: 44122
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $199,167,000
  Total Value Change : $24,063,000
  Securities Held Change : -5
   
All Securities Held : 898
  New Positions : 36
  Closed Positions : 40
  Increased Positions : 227
  Unchanged Positions : 499
  Decreased Positions : 136

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Holdings Found : 40     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
   (FCEL)1 Year Chart         FCEL Fuelcell Energy Inc 853 Closed $0.20 $0 0 0% -3,000 -2,000 0.004    Industrial Electrical...
   (FG)1 Year Chart         FG F&g Annuities & Life, Inc. 885 Closed $40.03 $0 0 0% -1,000 -27 0    N/A
   (PAWZ)1 Year Chart         PAWZ Proshares Pet Care Etf 872 Closed $0.00 $0 0 0% -16,000 -348 0    N/A
   (KRUS)1 Year Chart         KRUS Kura Sushi Usa, Inc. 859 Closed $0.00 $0 0 0% -5,000 -80 0    N/A
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 891 Closed $32.78 $0 0 0% -11,000 -322 0    N/A
   (VPL)1 Year Chart         VPL Vanguard Pacific Stock Vipers 878 Closed $74.43 $0 0 0% -18,000 -265 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 865 Closed $90.63 $0 0 0% -3,000 -29 0    Closed - End Fund - E...
   (FTCH)1 Year Chart         FTCH Farfetch Limited 884 Closed $0.00 $0 0 0% -8,000 -4,000 0    N/A
   (PRGO)1 Year Chart         PRGO Perrigo Co 871 Closed $31.02 $0 0 0% -5,000 -157 0    Drug Related Products
   (K)1 Year Chart         K Kellanova 858 Closed $61.60 $0 0 0% -40,000 -664 0    Food - Major Diversified
   (CPRI)1 Year Chart         CPRI Capri Holdings Limited 890 Closed $0.00 $0 0 0% -4,000 -68 0    Apparel Stores
   (UGI)1 Year Chart         UGI UGI Corp 877 Closed $24.92 $0 0 0% -1,000 -63 0    Multi Utilities
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... 864 Closed $21.19 $0 0 0% -798,000 -37,581 0    N/A
   (GHYB)1 Year Chart         GHYB Goldman Sachs Access High Y... 883 Closed $0.00 $0 0 0% -40,000 -957 0    N/A
   (PACW)1 Year Chart         PACW Pacwest Bancorp 870 Closed $7.54 $0 0 0% 0 -31 0    Domestic Regional Banks
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 857 Closed $0.00 $0 0 0% -14,000 -390 0    N/A
   (TWMJF)1 Year Chart         TWMJF Canopy Growth Corporation 889 Closed $0.52 $0 0 0% 0 -110 0    N/A
   (TKR)1 Year Chart         TKR Timken Co 876 Closed $91.33 $0 0 0% -6,000 -75 0    Machine Tools & Acces...
   (BSJN)1 Year Chart         BSJN Invesco Bulletshares 2023 H... 863 Closed $23.49 $0 0 0% -198,000 -8,422 0    N/A
   (IBDO)1 Year Chart         IBDO Ishares Ibonds Dec 2023 Ter... 882 Closed $25.33 $0 0 0% -76,000 -3,008 0    N/A
   (FBT)1 Year Chart         FBT First Trust NYSE Arca Biote... 869 Closed $148.77 $0 0 0% -8,000 -55 0    Closed - End Fund - Debt
   (EEMV)1 Year Chart         EEMV Ishares Msci Emerging Marke... 856 Closed $0.00 $0 0 0% -21,000 -400 0    N/A
   (CLOV)1 Year Chart         CLOV Social Capital Hedosophia H... 888 Closed $0.00 $0 0 0% -1,000 -1,000 0    N/A
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 875 Closed $29.48 $0 0 0% -34,000 -1,200 0    N/A
   (HYLN)1 Year Chart         HYLN Hyliion Holdings Corp 862 Closed $1.49 $0 0 0% -1,000 -500 0    N/A
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 881 Closed $0.00 $0 0 0% -17,000 -669 0    N/A
   (CMI)1 Year Chart         CMI Cummins Inc 868 Closed $294.58 $0 0 0% -28,000 -122 0    Diversified Machinery
   (EA)1 Year Chart         EA Electronic Arts Inc 855 Closed $127.12 $0 0 0% -12,000 -100 0    Multimedia & Graphics...
   (DXCM)1 Year Chart         DXCM DexCom Inc 887 Closed $128.14 $0 0 0% -7,000 -70 0    Medical Instruments &...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 874 Closed $29.64 $0 0 0% -22,000 -746 0    Closed - End Fund - Debt
   (BGS)1 Year Chart         BGS B&G Foods Inc 861 Closed $8.28 $0 0 0% -2,000 -200 0    Processed & Packaged ...
   (LYFT)1 Year Chart         LYFT Lyft, Inc. 880 Closed $17.24 $0 0 0% -6,000 -600 0    N/A
   (IBML)1 Year Chart         IBML Ishares Ibonds Dec 2023 Ter... 867 Closed $0.00 $0 0 0% -26,000 -1,000 0    N/A
   (ACES)1 Year Chart         ACES Alps Clean Energy Etf 854 Closed $0.00 $0 0 0% -4,000 -100 0    N/A
   (DASH)1 Year Chart         DASH Doordash Inc 886 Closed $116.17 $0 0 0% -3,000 -35 0    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 873 Closed $0.00 $0 0 0% -28,000 -300 0    Closed - End Fund - E...
   (EXPI)1 Year Chart         EXPI EXP World Holdings Inc 860 Closed $12.40 $0 0 0% -3,000 -200 0    N/A
   (AU)1 Year Chart         AU AngloGold Ashanti Limited (... 892 Closed $24.04 $0 0 0% -8,000 -500 0    Gold
   (MOH)1 Year Chart         MOH Molina Healthcare Inc 879 Closed $350.03 $0 0 0% -12,000 -38 0    Health Care Plans
   (MTCH)1 Year Chart         MTCH Match Group, Inc. 866 Closed $107.05 $0 0 0% -8,000 -206 0    N/A
      40 Records Found
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Page 1 of 1
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