Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Lauer Wealth LLC
  City: VALPARAISO
  State: IN
  Zip: 46383
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,046,000
  Total Value Change : $7,063,000
  Securities Held Change : -5
   
All Securities Held : 40
  New Positions : 1
  Closed Positions : 6
  Increased Positions : 15
  Unchanged Positions : 6
  Decreased Positions : 18

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

   
Holdings Found : 6     View All Holdings Currently Viewing:  Closed 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
   (PNRG)1 Year Chart         PNRG Primeenergy Corp 46 Closed $104.04 $0 0 0% -300,000 -3,000 0    Independent Oil & Gas
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 45 Closed $62.93 $0 0 0% -259,000 -4,060 0    N/A
   (DOW)1 Year Chart         DOW DOW Inc 44 Closed $59.41 $0 0 0% -302,000 -5,635 0    Diversified Chemicals
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 43 Closed $40.41 $0 0 0% -337,000 -8,534 0    Drug Manufacturers - ...
   (INVZ)1 Year Chart         INVZ Innoviz Technologies Ord Shs 42 Closed $1.18 $0 0 0% -24,000 -13,000 0    N/A
   (SBLK)1 Year Chart         SBLK Star Bulk Carriers Corp 41 Closed $25.67 $0 0 0% -235,000 -11,125 0    Water Transportation

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results