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  Name: PETRA FINANCIAL ADVISORS INC
  City: COLORADO SRPINGS
  State: CO
  Zip: 80903
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $136,210,000
  Total Value Change : $16,420,000
  Securities Held Change : 11
   
All Securities Held : 125
  New Positions : 12
  Closed Positions : 4
  Increased Positions : 36
  Unchanged Positions : 41
  Decreased Positions : 36

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Holdings Found : 4     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
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 128 Closed $85.16 $0 0 0% -781,000 -7,228 0    N/A
   (SGML)1 Year Chart         SGML Sigma Lithium Ord Shs 127 Closed $17.13 $0 0 0% -736,000 -23,335 0    N/A
   (SRE)1 Year Chart         SRE Sempra Energy 126 Closed $71.98 $0 0 0% -538,000 -7,201 0    Electric Utilities
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 129 Closed $53.88 $0 0 0% -785,000 -9,249 0    N/A

      4 Records Found
  1    
Page 1 of 1
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