Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Koesten Hirschmann & Crabtree INC.
  City: OVERLAND PARK
  State: KS
  Zip: 66210
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $155,736,000
  Total Value Change : $11,784,000
  Securities Held Change : 38
   
All Securities Held : 221
  New Positions : 47
  Closed Positions : 10
  Increased Positions : 40
  Unchanged Positions : 115
  Decreased Positions : 19

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

   
Holdings Found : 19     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
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 1 - $66.54 $39,204,000 581,748 25.17% 2,310,000 -13,893 0.05    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 2 - $241.93 $20,614,000 85,977 13.24% 1,322,000 -2,456 0.068    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 4 - $62.39 $18,253,000 294,118 11.72% 938,000 -12,888 0.011    Closed - End Fund - Debt
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 5 - $220.75 $12,367,000 54,101 7.94% 779,000 -219 0.029    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 9 - $530.29 $3,306,000 6,289 2.12% 183,000 -250 0    Closed - End Fund - E...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 14 - $74.51 $1,238,000 16,293 0.79% 71,000 -356 0.013    Closed - End Fund - Debt
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 19 - $88.77 $467,000 5,164 0.3% -134,000 -1,962 0.001    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 23 - $49.56 $326,000 6,496 0.21% 8,000 -143 0    Closed - End Fund - F...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 74 - $83.05 $55,000 640 0.04% -2,000 -11 0    Closed - End Fund - E...
   (TXT)1 Year Chart         TXT Textron Inc 84 - $87.25 $46,000 478 0.03% 3,000 -57 0    Conglomerates
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 85 - $71.82 $45,000 625 0.03% -2,000 -17 0    Closed - End Fund - E...
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 114 - $267.56 $20,000 77 0.01% -13,000 -77 0    Specialty Retail, Other
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 113 - $29.61 $20,000 659 0.01% -2,000 -70 0    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 115 - $242.90 $19,000 75 0.01% -17,000 -80 0    Closed - End Fund - E...
   (FREL)1 Year Chart         FREL Fidelity Msci Real Estate I... 123 - $0.00 $12,000 455 0.01% -2,000 -58 0    N/A
   (GIB)1 Year Chart         GIB CGI Group Inc (USA) 146 - $98.68 $6,000 55 0% -3,000 -29 0    Internet Software & S...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 151 - $27.36 $4,000 72 0% -57,000 -1,175 0    Closed - End Fund - E...
   (FTY)1 Year Chart         FTY iShares Trust 192 - $52.19 $1,000 10 0% -5,000 -110 0    Closed - End Fund - Debt
   (GTO)1 Year Chart         GTO Invesco Total Return Bond ETF 201 - $46.39 $0 1 0% -1,000 -29 0    N/A

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