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  Name: 1620 INVESTMENT ADVISORS INC.
  City: PLYMOUTH
  State: MA
  Zip: 02360
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $91,521,000
  Total Value Change : $3,200,000
  Securities Held Change : -5
   
All Securities Held : 136
  New Positions : 7
  Closed Positions : 23
  Increased Positions : 65
  Unchanged Positions : 5
  Decreased Positions : 59

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Holdings Found : 23     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
   (POWL)1 Year Chart         POWL Powell Industries Inc 154 Closed $167.26 $0 0 0% -1,160,000 -13,997 0    Industrial Electrical...
   (ORCL)1 Year Chart         ORCL Oracle Corp 141 Closed $121.63 $0 0 0% -211,000 -1,991 0    Application Software
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 147 Closed $21.05 $0 0 0% -202,000 -9,785 0    N/A
   (PNW)1 Year Chart         PNW Pinnacle West Capital Corp 153 Closed $77.54 $0 0 0% -315,000 -4,275 0    Electric Utilities
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 140 Closed $469.65 $0 0 0% -900,000 -8,840 0    Aerospace/Defense - M...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 159 Closed $1,436.17 $0 0 0% -494,000 -595 0    Semiconductor- Broad...
   (STT)1 Year Chart         STT State Street Corp 146 Closed $77.57 $0 0 0% -668,000 -34,531 0    Asset Management
   (ALL)1 Year Chart         ALL Allstate Corp 152 Closed $166.27 $0 0 0% -451,000 -24,589 0    Property & Casualty I...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 139 Closed $787.02 $0 0 0% -211,000 -393 0    Drug Manufacturers - ...
   (BYND)1 Year Chart         BYND Beyond Meat, Inc. 158 Closed $7.68 $0 0 0% -605,000 -8,714 0    N/A
   (JBLU)1 Year Chart         JBLU JetBlue Airways Corp 145 Closed $6.09 $0 0 0% -414,000 -2,661 0    Regional Airlines
   (XFOR)1 Year Chart         XFOR X4 Pharmaceuticals Inc 151 Closed $0.98 $0 0 0% -11,000 -10,000 0    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 138 Closed $236.08 $0 0 0% -388,000 -949 0    Home Improvement Stores
   (TRV)1 Year Chart         TRV Travelers Companies Inc 157 Closed $214.35 $0 0 0% -341,000 -2,091 0    Property & Casualty I...
   (BNS)1 Year Chart         BNS Bank of Nova Scotia (USA) 144 Closed $48.52 $0 0 0% -339,000 -7,432 0    Foreign Money Center ...
   (SPLK)1 Year Chart         SPLK Splunk Inc 150 Closed $156.90 $0 0 0% -458,000 -7,080 0    Application Software
   (BERY)1 Year Chart         BERY Berry Plastics Group Inc 137 Closed $59.83 $0 0 0% -577,000 -1,647 0    Rubber & Plastics
   (DRH)1 Year Chart         DRH DiamondRock Hospitality Com... 156 Closed $8.43 $0 0 0% -591,000 -73,623 0    REIT - Hotel/Motel
   (SQ)1 Year Chart         SQ Square Inc 143 Closed $71.52 $0 0 0% -440,000 -10,221 0    N/A
   (BTE)1 Year Chart         BTE Baytex Energy Trust 149 Closed $3.42 $0 0 0% -193,000 -13,175 0    Diversified Investments
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 155 Closed $32.93 $0 0 0% -244,000 -6,897 0    N/A
   (SKX)1 Year Chart         SKX Skechers USA Inc 142 Closed $69.37 $0 0 0% -421,000 -3,900 0    Textile - Apparel Foo...
   (HAIN)1 Year Chart         HAIN Hain Celestial Group Inc 148 Closed $7.33 $0 0 0% -444,000 -20,533 0    Processed & Packaged ...

      23 Records Found
  1    
Page 1 of 1
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