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Company Main View
Name:
LOWERY THOMAS LLC
City:
SAN FRANCISCO
State:
CA
Zip:
94104
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$130,633,000
Total Value Change :
$14,176,000
Securities Held Change :
0
All Securities Held :
46
New Positions
:
2
Closed Positions
:
2
Increased Positions
:
24
Unchanged Positions
:
0
Decreased Positions
:
20
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
SOXX
iShares S&P GSTI Semiconductor
45
New
$230.67
$203,000
899
0.16%
203,000
899
0.007
Closed - End Fund - E...
MDY
Standrd Poor Mdcp 400 SPDR
46
New
$556.17
$201,000
362
0.15%
201,000
362
0.001
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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