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  Name: HOEY INVESTMENTS INC
  City: WEST CHESTER
  State: PA
  Zip: 19380
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $448,777,000
  Total Value Change : $96,159,000
  Securities Held Change : -2
   
All Securities Held : 340
  New Positions : 24
  Closed Positions : 29
  Increased Positions : 44
  Unchanged Positions : 189
  Decreased Positions : 83

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Holdings Found : 29     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
   (MEXX)1 Year Chart         MEXX Direxion Daily Msci Mexico ... 338 Closed $33.18 $0 0 0% -1,000 -25 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 356 Closed $168.06 $0 0 0% -23,000 -147 0    Closed - End Fund - E...
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 327 Closed $164.37 $0 0 0% -1,157,000 -5,812 0    N/A
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 362 Closed $69.73 $0 0 0% -12,000 -180 0    Closed - End Fund - E...
   (BOE)1 Year Chart         BOE Blackrock Global Opportunit... 337 Closed $10.57 $0 0 0% -1,000 -125 0    Closed - End Fund - E...
   (WS)1 Year Chart         WS Worthington Steel, Inc. 368 Closed $34.00 $0 0 0% 0 -2 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 355 Closed $54.55 $0 0 0% -10,000 -203 0    N/A
   (FSR)1 Year Chart         FSR Fisker Inc. 326 Closed $0.05 $0 0 0% -2,000 -1,000 0    N/A
   (BIT)1 Year Chart         BIT Blackrock Multi-Sector Inco... 361 Closed $15.27 $0 0 0% -2,000 -100 0    N/A
   (CI)1 Year Chart         CI Cigna Corporation 333 Closed $343.28 $0 0 0% -6,000 -20 0    Health Care Plans
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 367 Closed $7.27 $0 0 0% -20,000 -2,000 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 354 Closed $60.79 $0 0 0% -47,000 -170 0    Closed - End Fund - E...
   (MRTX)1 Year Chart         MRTX Mirati Therapeutics, Inc. 321 Closed $58.70 $0 0 0% -21,000 -350 0    Biotechnology
   (DXC)1 Year Chart         DXC DXC Technology Co 360 Closed $19.73 $0 0 0% -12,000 -517 0    N/A
   (NLR)1 Year Chart         NLR Market Vectors Nuclear Ener... 332 Closed $85.26 $0 0 0% -5,000 -70 0    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 366 Closed $42.18 $0 0 0% -10,000 -270 0    Closed - End Fund - E...
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 347 Closed $55.95 $0 0 0% -36,000 -690 0    N/A
   (CII)1 Year Chart         CII Blackrock Capital & Income ... 319 Closed $19.33 $0 0 0% -2,000 -100 0    Closed - End Fund - E...
   (E)1 Year Chart         E EENI S.P.A. (ADR) 359 Closed $32.51 $0 0 0% -17,000 -500 0    Integrated Oil & Gas
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 331 Closed $61.65 $0 0 0% -68,000 -1,225 0    Closed - End Fund - Debt
   (O)1 Year Chart         O Realty Income Corp 365 Closed $55.11 $0 0 0% -4,000 -77 0    REIT - Retail
   (INVZ)1 Year Chart         INVZ Innoviz Technologies Ord Shs 346 Closed $1.22 $0 0 0% -6,000 -2,500 0    N/A
   (AYX)1 Year Chart         AYX Alteryx Inc 358 Closed $48.26 $0 0 0% -1,000 -24 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 330 Closed $0.00 $0 0 0% -18,000 -261 0    N/A
   (SLAC.U)1 Year Chart         SLAC.U Social Leverage Acquisition... 364 Closed $0.00 $0 0 0% -10,000 -1,000 0    N/A
   (WOR)1 Year Chart         WOR Worthington Industries Inc 345 Closed $59.60 $0 0 0% 0 -3 0    Steel & Iron
   (GHLD)1 Year Chart         GHLD Guild Holdings Co 357 Closed $0.00 $0 0 0% -8,000 -600 0    N/A
   (BCX)1 Year Chart         BCX Blackrock Resources & Commo... 328 Closed $9.36 $0 0 0% -1,000 -125 0    Closed - End Fund - E...
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 363 Closed $63.38 $0 0 0% -42,000 -700 0    Independent Oil & Gas

      29 Records Found
  1    
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