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Company Main View
Name:
LeJeune Puetz Investment Counsel LLC
City:
TRAVERSE CITY
State:
MI
Zip:
49684
Achive data
View Filing Period:
Current Quarter
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-03-31
Total Value :
$279,210,000
Total Value Change :
$11,342,000
Securities Held Change :
4
All Securities Held :
196
New Positions
:
9
Closed Positions
:
4
Increased Positions
:
91
Unchanged Positions
:
61
Decreased Positions
:
35
Download
Free Registration Required For Full Results
Holdings Found :
4
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
BSV
Vanguard Short-Term Bond
198
Closed
$76.25
$0
0
0%
-119,000
-1,584
0
Closed - End Fund - E...
NVDA
NVIDIA Corporation
197
Closed
$905.54
$0
0
0%
-514,000
-3,520
0
Semiconductor - Speci...
TGT
Target Corp
196
Closed
$160.41
$0
0
0%
-274,000
-1,841
0
Discount, Variety Stores
NEE
NextEra Energy
195
Closed
$71.95
$0
0
0%
-100,000
-1,200
0
Electric Utilities
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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