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Company Main View
Name:
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO
City:
WEBSTER
State:
NY
Zip:
14580
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
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$838,934,000
Total Value Change :
$66,062,000
Securities Held Change :
6
All Securities Held :
128
New Positions
:
9
Closed Positions
:
4
Increased Positions
:
41
Unchanged Positions
:
16
Decreased Positions
:
62
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
UAVS
AgEagle Aerial Systems Inc
131
Closed
$0.07
$0
0
0%
-7,000
-70,200
0
N/A
SHY
Ishares Barclays 1-3 Treasu...
130
Closed
$81.28
$0
0
0%
-237,000
-2,884
0
Closed - End Fund - E...
VIG
Vanguard Dividend Appreciat...
129
Closed
$181.14
$0
0
0%
-204,000
-1,200
0
Closed - End Fund - Debt
FUBO
fuboTV Inc
132
Closed
$1.28
$0
0
0%
-36,000
-11,475
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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