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  Name: IWAMOTO KONG & CO INC
  City: IRVINE
  State: CA
  Zip: 92612
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $795,991,000
  Total Value Change : $47,491,000
  Securities Held Change : 21
   
All Securities Held : 172
  New Positions : 25
  Closed Positions : 5
  Increased Positions : 45
  Unchanged Positions : 33
  Decreased Positions : 69

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (ZBRA)1 Year Chart         ZBRA Zebra Technologies Corp 175 Closed $297.21 $0 0 0% -307,000 -1,122 0    Computer Peripherals
   (KO)1 Year Chart         KO Coca-Cola Co 174 Closed $62.63 $0 0 0% -277,000 -4,692 0    Beverage Soft Drinks...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 173 Closed $313.23 $0 0 0% -368,000 -720 0    Textile - Apparel Clo...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 177 Closed $59.05 $0 0 0% -211,000 -4,280 0    Domestic Money Center...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 176 Closed $57.98 $0 0 0% -223,000 -3,824 0    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
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