Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAZLETT BURT & WATSON INC | COM | 2001 | $203,000 | 836 | 0.12 | 0.15 | 15 | 1.83 | 03-31-2024 |
COHEN & STEERS INC | COM | 2002 | $250,000 | 834 | 0.00 | 0.00 | -121 | -12.67 | 06-30-2023 |
LAZARI CAPITAL MANAGEMENT INC | COM | 2003 | $236,072 | 833 | 0.00 | 0.00 | -75 | -8.26 | 09-30-2023 |
ADVISORY ALPHA LLC | COM | 2004 | $200,677 | 828 | 0.00 | 828 | +Inf | 03-31-2024 |