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  Name: Finer Wealth Management Inc.
  City: SALEM
  State: MA
  Zip: 01970
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,279,000
  Total Value Change : $18,025,000
  Securities Held Change : -2
   
All Securities Held : 77
  New Positions : 3
  Closed Positions : 6
  Increased Positions : 30
  Unchanged Positions : 14
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     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
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 81 Closed $18.34 $0 0 0% -222,000 -8,488 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 80 Closed $81.47 $0 0 0% -260,000 -3,164 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 79 Closed $182.96 $0 0 0% -353,000 -1,353 0    Aerospace/Defense - M...
   (BIP)1 Year Chart         BIP Brookfield Infrastructure P... 78 Closed $30.48 $0 0 0% -202,000 -6,427 0    Electric Utilities
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 83 Closed $107.44 $0 0 0% -231,000 -2,085 0    Closed - End Fund - E...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 82 Closed $92.54 $0 0 0% -224,000 -2,762 0    Electric Utilities

      6 Records Found
  1    
Page 1 of 1
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