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Company Main View
Name:
Lee Financial Group Hawaii Inc.
City:
Honolulu
State:
HI
Zip:
96816
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$127,829,000
Total Value Change :
$10,387,000
Securities Held Change :
-2
All Securities Held :
28
New Positions
:
1
Closed Positions
:
3
Increased Positions
:
21
Unchanged Positions
:
1
Decreased Positions
:
5
Download
Free Registration Required For Full Results
Holdings Found :
3
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
ALTL
Pacer Lunt Large Cap Altern...
30
Closed
$0.00
$0
0
0%
-13,512,000
-401,786
0
N/A
K
Kellanova
29
Closed
$62.14
$0
0
0%
-503,000
-9,001
0
Food - Major Diversified
DOC
Physicians Realty Trust
31
Closed
$11.23
$0
0
0%
-545,000
-40,981
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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