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  Name: Lee Financial Group Hawaii Inc.
  City: Honolulu
  State: HI
  Zip: 96816
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         ALTL Pacer Lunt Large Cap Altern... 30 Closed $0.00 $0 0 0% -13,512,000 -401,786 0    N/A
   (K)1 Year Chart         K Kellanova 29 Closed $62.14 $0 0 0% -503,000 -9,001 0    Food - Major Diversified
   (DOC)1 Year Chart         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
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