Lee Financial Group Hawaii, Inc. Closed Holding Positions

Lee Financial Group Hawaii, Inc.

  • $128 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 08, 2022
58,043
$36.58 - $70.5 $2.12M - $4.09M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
49,351
$11.99 - $13.5 $592K - $666K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Aug 08, 2022
5,316
$43.6 - $47.89 $232K - $255K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Aug 08, 2022
12,598
$75.37 - $81.44 $950K - $1.03M
GIGB
Goldman Sachs ETF Access Invt
Q2 2022 Filed on Aug 08, 2022
10,140
N/A
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2022 Filed on Aug 08, 2022
114,576
$38.28 - $53.92 $4.39M - $6.18M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on May 10, 2022
163,000
$53.45 - $62.56 $8.71M - $10.2M
JPIB
Jpmorgan International Bond Op

ETFs
Q1 2022 Filed on May 10, 2022
8,116
$48.01 - $50.73 $390K - $412K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2022 Filed on May 10, 2022
45,034
$97.04 - $119.53 $4.37M - $5.38M
LOGI
Logitech International S.A.

Technology
Q4 2021 Filed on Feb 08, 2022
3,128
$77.56 - $90.65 $243K - $284K
SOCL
Global X Fds Global X Social M

ETFs
Q4 2021 Filed on Feb 08, 2022
89,422
$52.14 - $65.88 $4.66M - $5.89M
AIA
Ishares S&P Asia 50 ETF

ETFs
Q3 2021 Filed on Nov 02, 2021
52,767
$77.54 - $90.86 $4.09M - $4.79M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Aug 09, 2021
2,280
$73.64 - $93.1 $168K - $212K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2021 Filed on Aug 09, 2021
111,094
$54.03 - $67.0 $6M - $7.44M
INTC
Intel Corp

Technology
Q2 2021 Filed on Aug 09, 2021
3,360
$53.62 - $68.26 $180K - $229K
XLK
Technology Sector Spdr

ETFs
Q1 2021 Filed on May 10, 2021
8,660
$125.83 - $138.59 $1.09M - $1.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2021 Filed on May 10, 2021
165,148
$45.48 - $49.44 $7.51M - $8.16M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2021 Filed on May 10, 2021
3,427
$113.22 - $134.41 $388K - $461K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
7,085
$86.23 - $125.19 $611K - $887K
Wisdomtree Tr
Q1 2021 Filed on May 10, 2021
10,829
N/A
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2021 Filed on May 10, 2021
7,453
$63.43 - $78.45 $473K - $585K
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on May 10, 2021
3,234
$192.84 - $265.16 $624K - $858K
T
At&T Inc.

Communication Services
Q1 2021 Filed on May 10, 2021
9,718
$21.06 - $23.21 $205K - $226K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2021 Filed on May 10, 2021
102,576
$32.08 - $33.07 $3.29M - $3.39M
ICLN
Ishares

ETFs
Q1 2021 Filed on May 10, 2021
21,454
$22.27 - $33.41 $478K - $717K
VHT
Vanguard Health Care ETF

ETFs
Q1 2021 Filed on May 10, 2021
1,562
$218.21 - $236.79 $341K - $370K
BNDX
Vanguard Total International B

ETFs
Q1 2021 Filed on May 10, 2021
4,871
$56.78 - $58.56 $277K - $285K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2021 Filed on May 10, 2021
9,197
$96.21 - $109.25 $885K - $1M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on May 10, 2021
31,350
$124.29 - $128.12 $3.9M - $4.02M
ITA
Ishares Tr

ETFs
Q1 2021 Filed on May 10, 2021
5,246
$89.08 - $106.06 $467K - $556K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 03, 2021
13,898
$222.0 - $317.14 $3.09M - $4.41M
SCHW
Schwab Charles Corp

Financial Services
Q4 2020 Filed on Feb 03, 2021
16,211
$36.75 - $53.04 $596K - $860K
CMCSA
Comcast Corp

Communication Services
Q4 2020 Filed on Feb 03, 2021
17,017
$41.4 - $52.4 $705K - $892K
CLX
Clorox CO

Consumer Defensive
Q4 2020 Filed on Feb 03, 2021
2,803
$194.91 - $221.17 $546K - $620K
JPIN
Jp Morgan Diversified Return I

ETFs
Q4 2020 Filed on Feb 03, 2021
86,423
$49.86 - $58.47 $4.31M - $5.05M
VUG
Vanguard Growth ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
3,950
$220.77 - $253.46 $872K - $1M
JNJ
Johnson & Johnson

Healthcare
Q4 2020 Filed on Feb 03, 2021
5,467
$137.11 - $157.38 $750K - $860K
SPOT
Spotify Technology S.A.

Communication Services
Q3 2020 Filed on Oct 27, 2020
17,148
$231.26 - $291.75 $3.97M - $5M
MAR
Marriott International Inc

Consumer Cyclical
Q3 2020 Filed on Oct 27, 2020
11,310
$83.52 - $107.76 $945K - $1.22M
ENB
Enbridge Inc

Energy
Q2 2020 Filed on Jul 23, 2020
26,542
$27.21 - $33.9 $722K - $900K
Proshares Tr
Q2 2020 Filed on Jul 23, 2020
27,419
N/A
DIS
Walt Disney CO

Communication Services
Q2 2020 Filed on Jul 23, 2020
23,052
$93.88 - $127.28 $2.16M - $2.93M
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
64,314
$65.02 - $126.57 $4.18M - $8.14M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2020 Filed on May 04, 2020
153,731
$23.43 - $32.52 $3.6M - $5M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2020 Filed on May 04, 2020
37,557
$49.13 - $86.99 $1.85M - $3.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2019 Filed on Oct 29, 2019
9,652
$51.46 - $52.73 $497K - $509K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2019 Filed on Oct 29, 2019
8,032
$123.09 - $142.9 $989K - $1.15M
BAC
Bank Of America Corp

Financial Services
Q3 2019 Filed on Oct 29, 2019
127,202
$26.25 - $30.89 $3.34M - $3.93M
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
200
$1650.46 - $1887.73 $330K - $378K
Track This Portfolio

Track Lee Financial Group Hawaii, Inc. Portfolio

Follow Lee Financial Group Hawaii, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial Group Hawaii, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial Group Hawaii, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email