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  Name: Investmark Advisory Group LLC
  City: Shelton
  State: CT
  Zip: 06484
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $170,511,000
  Total Value Change : $22,904,000
  Securities Held Change : 11
   
All Securities Held : 117
  New Positions : 11
  Closed Positions : 3
  Increased Positions : 73
  Unchanged Positions : 12
  Decreased Positions : 21

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Holdings Found : 3     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
   (PID)1 Year Chart         PID PowerShares Exchange-Traded... 120 Closed $18.81 $0 0 0% -268,000 -16,009 0    Closed - End Fund - Debt
   (JPS)1 Year Chart         JPS Nuveen Quality Preferred In... 119 Closed $6.21 $0 0 0% -257,000 -41,670 0    Closed - End Fund - Debt
   (WINN)1 Year Chart         WINN Harbor Long Term Growers Etf 118 Closed $0.00 $0 0 0% -195,000 -10,919 0    N/A

      3 Records Found
  1    
Page 1 of 1
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