Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $69.9 Million
  • Prior Value $63.1 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 18, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 7 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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