L.M. Kohn & Company Closed Holding Positions

L.M. Kohn & Company

  • $390 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Blackrock Cap Invt Corp
Q2 2022 Filed on Aug 05, 2022
10,000
N/A
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
1,324
$30.35 - $72.73 $40.2K - $96.3K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 05, 2022
15,860
$28.57 - $34.74 $453K - $551K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2022 Filed on Aug 05, 2022
3,614
$96.26 - $126.23 $348K - $456K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2022 Filed on Aug 05, 2022
7,534
$25.67 - $27.71 $193K - $209K
SPMD
Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 05, 2022
5,595
$38.67 - $47.45 $216K - $265K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2022 Filed on Aug 05, 2022
5,958
$41.69 - $44.58 $248K - $266K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2022 Filed on Aug 05, 2022
2,440
$76.82 - $91.91 $187K - $224K
EDV
Vanguard Extended Duration Tre

ETFs
Q2 2022 Filed on Aug 05, 2022
6,116
$94.04 - $121.78 $575K - $745K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
3,330
$55.59 - $60.15 $185K - $200K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Aug 05, 2022
5,914
$43.35 - $54.51 $256K - $322K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
2,532
$57.51 - $145.19 $146K - $368K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
1,250
$94.02 - $198.2 $118K - $248K
EDOW
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 05, 2022
48,179
$26.84 - $31.38 $1.29M - $1.51M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Aug 05, 2022
3,220
$56.05 - $74.6 $180K - $240K
LGOV
First Tr ETF Iv Long Duration

ETFs
Q2 2022 Filed on Aug 05, 2022
21,550
$23.08 - $25.77 $497K - $555K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Aug 05, 2022
6,569
$39.36 - $55.39 $259K - $364K
Peoples United Financial Inc
Q2 2022 Filed on Aug 05, 2022
26,294
N/A
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Aug 05, 2022
625
$315.97 - $423.43 $197K - $265K
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