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Company Main View
Name:
Wela Strategies LLC
City:
ATLANTA
State:
GA
Zip:
30328
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$211,587,000
Total Value Change :
$25,380,000
Securities Held Change :
1
All Securities Held :
50
New Positions
:
5
Closed Positions
:
4
Increased Positions
:
21
Unchanged Positions
:
2
Decreased Positions
:
22
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
TSN
Tyson Foods Inc
51
Closed
$56.38
$0
0
0%
-328,000
-6,106
0
Meat Products
T
AT&T Corp
54
Closed
$18.28
$0
0
0%
-177,000
-10,571
0
Long Distance Carriers
BHK
Blackrock Core Bond Trust
53
Closed
$10.74
$0
0
0%
-1,016,000
-93,088
0
Closed - End Fund - F...
CSX
CSX Corp
52
Closed
$32.99
$0
0
0%
-262,000
-7,569
0
Railroads
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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