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  Name: Whitaker-Myers Wealth Managers LTD.
  City: Mansfield
  State: OH
  Zip: 44907
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $237,023,000
  Total Value Change : $36,233,000
  Securities Held Change : 8
   
All Securities Held : 95
  New Positions : 24
  Closed Positions : 16
  Increased Positions : 43
  Unchanged Positions : 2
  Decreased Positions : 26

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Holdings Found : 16     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
   (CLH)1 Year Chart         CLH Clean Harbors Inc 109 Closed $212.12 $0 0 0% -229,000 -1,312 0    Waste Management
   (PLNT)1 Year Chart         PLNT Planet Fitness, Inc. 96 Closed $65.56 $0 0 0% -210,000 -2,876 0    N/A
   (IYE)1 Year Chart         IYE iShares Tr Enrgy Sector Indx 102 Closed $48.96 $0 0 0% -1,114,000 -25,249 0    Closed - End Fund - E...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 108 Closed $100.95 $0 0 0% -899,000 -8,719 0    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 101 Closed $83.16 $0 0 0% -703,000 -7,958 0    Closed - End Fund - E...
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 107 Closed $60.19 $0 0 0% -1,091,000 -3,813 0    Closed - End Fund - E...
   (PLAY)1 Year Chart         PLAY Dave & Busters Entertainmen... 100 Closed $55.40 $0 0 0% -261,000 -4,838 0    N/A
   (MBLY)1 Year Chart         MBLY Mobileye Global Inc. 106 Closed $28.00 $0 0 0% -216,000 -4,995 0    N/A
   (ALL)1 Year Chart         ALL Allstate Corp 99 Closed $169.88 $0 0 0% -223,000 -1,595 0    Property & Casualty I...
   (SNX)1 Year Chart         SNX Synnex Corp 105 Closed $121.99 $0 0 0% -240,000 -2,228 0    Technical & System So...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 111 Closed $133.74 $0 0 0% -231,000 -1,796 0    Business Services
   (CUBE)1 Year Chart         CUBE Cubesmart 98 Closed $42.37 $0 0 0% -205,000 -4,418 0    REIT - Retail
   (WY)1 Year Chart         WY Weyerhaeuser Co 104 Closed $31.21 $0 0 0% -205,000 -5,885 0    Lumber,Wood Production
   (BSX)1 Year Chart         BSX Boston Scientific Corp 110 Closed $72.81 $0 0 0% -237,000 -4,093 0    Medical Instruments &...
   (CPA)1 Year Chart         CPA Copa Holdings SA 97 Closed $106.00 $0 0 0% -207,000 -1,944 0    Regional Airlines
   (WCC)1 Year Chart         WCC WESCO International 103 Closed $177.83 $0 0 0% -213,000 -1,222 0    Electronics Wholesale
      16 Records Found
  1    
Page 1 of 1
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