Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Lavaca Capital LLC
  City: HOUSTON
  State: TX
  Zip: 77056
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,030,000
  Total Value Change : $611,000
  Securities Held Change : -11
   
All Securities Held : 75
  New Positions : 3
  Closed Positions : 18
  Increased Positions : 32
  Unchanged Positions : 27
  Decreased Positions : 13

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

   
Holdings Found : 18     View All Holdings Currently Viewing:  Closed 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
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 91 Closed $92.88 $0 0 0% -916,000 -9,506 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 78 Closed $49.56 $0 0 0% -261,000 -5,454 0    Closed - End Fund - F...
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc 84 Closed $29.51 $0 0 0% -2,000,000 -70,000 0    Multi Utilities
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 90 Closed $59.52 $0 0 0% -216,000 -779 0    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 77 Closed $62.29 $0 0 0% -521,000 -9,312 0    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 83 Closed $0.00 $0 0 0% -544,000 -7,734 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 89 Closed $486.73 $0 0 0% -1,982,000 -4,538 0    Closed - End Fund - E...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 76 Closed $199.18 $0 0 0% -448,000 -2,631 0    Semiconductor- Broad...
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 82 Closed $0.00 $0 0 0% -200,000 -4,185 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 88 Closed $39.39 $0 0 0% -208,000 -5,641 0    Closed - End Fund - Debt
   (MS)1 Year Chart         MS Morgan Stanley 81 Closed $98.97 $0 0 0% -483,000 -5,178 0    Investment Brokerage ...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 87 Closed $54.02 $0 0 0% -326,000 -6,439 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 93 Closed $532.15 $0 0 0% -1,814,000 -3,798 0    Closed - End Fund - E...
   (SD)1 Year Chart         SD Sandridge Energy Inc 80 Closed $13.64 $0 0 0% -342,000 -25,000 0    Oil & Gas Drilling & ...
   (CFB)1 Year Chart         CFB Crossfirst Bankshares, Inc. 86 Closed $0.00 $0 0 0% -2,694,000 -198,384 0    N/A
   (COP)1 Year Chart         COP ConocoPhillips 92 Closed $117.25 $0 0 0% -236,000 -2,035 0    Integrated Oil & Gas
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 79 Closed $355.46 $0 0 0% -804,000 -2,586 0    Closed - End Fund - E...
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... 85 Closed $0.00 $0 0 0% -225,000 -4,381 0    N/A

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