Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Koesten Hirschmann & Crabtree INC.
  City: OVERLAND PARK
  State: KS
  Zip: 66210
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $143,952,000
  Total Value Change : $16,312,000
  Securities Held Change : 4
   
All Securities Held : 183
  New Positions : 30
  Closed Positions : 26
  Increased Positions : 33
  Unchanged Positions : 106
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 1 - $66.84 $36,894,000 595,641 25.63% 2,863,000 -12,386 0.051    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 4 - $62.05 $17,315,000 307,006 12.03% 1,478,000 -5,974 0.011    Closed - End Fund - Debt
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 10 - $110.40 $2,567,000 23,712 1.78% 57,000 -2,892 0.004    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 12 - $187.43 $2,073,000 10,768 1.44% 182,000 -276 0    Personal Computers
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 14 - $75.07 $1,167,000 16,649 0.81% 61,000 -515 0.013    Closed - End Fund - Debt
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 15 - $60.31 $1,112,000 4,012 0.77% 41,000 -283 0.002    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 16 - $416.56 $828,000 2,202 0.58% 70,000 -200 0    Application Software
   (CL)1 Year Chart         CL Colgate Palmolive Co 18 - $94.57 $425,000 5,329 0.3% -25,000 -1,000 0.001    Personal Products
   (ARES)1 Year Chart         ARES Ares Management Lp 59 - $0.00 $62,000 525 0.04% -10,000 -179 0    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 73 - $144.06 $42,000 306 0.03% -9,000 -91 0    Closed - End Fund - E...
   (UNP)1 Year Chart         UNP Union Pacific Corp 108 - $244.94 $12,000 48 0.01% -13,000 -75 0    Railroads
   (GIB)1 Year Chart         GIB CGI Group Inc (USA) 116 - $102.34 $9,000 84 0.01% -2,000 -23 0.002    Internet Software & S...
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc 160 - $1.33 $1,000 307 0% 0 -274 0    Telecom Services - Do...
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 199 - $8.56 $0 21 0% -5,000 -402 0    Broadcasting - TV
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us