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  Name: Steele Capital Management Inc.
  City: DUBUQUE
  State: IA
  Zip: 52001
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,741,364,000
  Total Value Change : $204,944,000
  Securities Held Change : 12
   
All Securities Held : 177
  New Positions : 16
  Closed Positions : 4
  Increased Positions : 65
  Unchanged Positions : 43
  Decreased Positions : 53

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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
   (MO)1 Year Chart         MO Altria Group Inc 176 Closed $45.95 $0 0 0% -228,000 -5,653 0    Cigarettes & Other To...
   (WMS)1 Year Chart         WMS Advanced Drainage Systems, ... 179 Closed $172.44 $0 0 0% -430,000 -3,054 0    N/A
   (CBU)1 Year Chart         CBU Community Bank System Inc 178 Closed $48.31 $0 0 0% -210,000 -4,027 0    Domestic Regional Banks
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 177 Closed $49.95 $0 0 0% -249,000 -5,330 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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