Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Cavalier Investments
  City: Braintree
  State: MA
  Zip: 02184
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $273,975,000
  Total Value Change : $2,399,000
  Securities Held Change : -9
   
All Securities Held : 81
  New Positions : 4
  Closed Positions : 13
  Increased Positions : 59
  Unchanged Positions : 5
  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 : 13     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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 2 - $451.76 $23,399,000 52,699 8.54% -534,000 -5,743 0.011    Closed - End Fund - Debt
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 5 - $529.45 $12,362,000 23,634 4.51% -5,854,000 -14,690 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 20 - $91.39 $3,723,000 39,352 1.36% -2,952,000 -28,151 0.003    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 21 - $189.87 $3,535,000 20,614 1.29% -3,040,000 -13,534 0    Personal Computers
   (KCE)1 Year Chart         KCE KBW Cap Markets KCE 25 - $112.77 $2,911,000 26,328 1.06% -3,047,000 -32,100 0.752    Closed - End Fund - E...
   (TDG)1 Year Chart         TDG Transdigm Group Inc 31 - $1,291.95 $2,224,000 1,806 0.81% -1,978,000 -2,348 0.003    Aerospace/Defense Pro...
   (XLC)1 Year Chart         XLC Communication Services Sele... 38 - $82.61 $1,927,000 23,599 0.7% -22,000 -3,228 0.001    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 41 - $208.08 $1,881,000 8,946 0.69% -636,000 -3,592 0    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 49 - $471.91 $1,419,000 2,923 0.52% -4,794,000 -14,631 0    Internet Service Prov...
   (USO)1 Year Chart         USO United States Oil Fund, Lp 57 - $76.97 $918,000 11,664 0.34% -234,000 -5,616 0.009    Closed - End Fund - E...
   (MANH)1 Year Chart         MANH Manhattan Associates Inc 76 - $228.78 $518,000 2,071 0.19% -1,391,000 -6,797 0.003    Technical & System So...
   (PWR)1 Year Chart         PWR Quanta Services Inc 79 - $264.40 $312,000 1,200 0.11% -1,000,000 -4,879 0.001    General Contractors
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 80 - $125.33 $268,000 2,130 0.1% -10,730,000 -94,353 0    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us