Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Stuart Chaussee & Associates Inc.
  City: BEVERLY HILLS
  State: CA
  Zip: 90210
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $347,725,000
  Total Value Change : $5,108,000
  Securities Held Change : 9
   
All Securities Held : 157
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 11
  Unchanged Positions : 121
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PNOV)1 Year Chart         PNOV Innovator S&p 500 Power Buf... 1 - $0.00 $135,416,000 3,809,158 38.94% 2,487,000 -50,570 17.473    N/A
   (POCT)1 Year Chart         POCT Innovator S&p 500 Power Buf... 2 - $0.00 $97,756,000 2,607,535 28.11% 3,010,000 -15,556 2.897    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 3 - $539.94 $33,788,000 64,440 9.72% 2,579,000 -41 0.006    Closed - End Fund - E...
   (PSEP)1 Year Chart         PSEP Innovator S&p 500 Power Buf... 4 - $0.00 $25,280,000 692,594 7.27% 1,147,000 -1,635 0.564    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 8 - $120.58 $3,961,000 32,738 1.14% 301,000 -53 0.01    Closed - End Fund - Debt
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 10 - $0.00 $2,127,000 54,390 0.61% -6,291,000 -171,650 0.059    N/A
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 15 - $0.00 $626,000 17,695 0.18% -6,000 -1,240 0.02    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 28 - $143.77 $228,000 1,537 0.07% -163,000 -950 0    AirDelivery & Freight...
   (KO)1 Year Chart         KO Coca-Cola Co 45 - $63.00 $78,000 1,270 0.02% -40,000 -735 0    Beverage Soft Drinks...
   (ED)1 Year Chart         ED Consolidated Edison Inc 74 - $96.13 $34,000 375 0.01% -18,000 -200 0    Multi Utilities
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 81 - $521.35 $30,000 61 0.01% -22,000 -37 0    Health Care Plans

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results