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  Name: Whelan Financial
  City: FRESNO
  State: CA
  Zip: 93711
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $219,038,000
  Total Value Change : $4,702,000
  Securities Held Change : 5
   
All Securities Held : 42
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 1
  Decreased Positions : 18

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Holdings Found : 2     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
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 44 Closed $48.95 $0 0 0% -216,000 -4,284 0    Networking & Communic...
   (BA)1 Year Chart         BA Boeing Co 43 Closed $180.76 $0 0 0% -207,000 -793 0    Aerospace/Defense - M...

      2 Records Found
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