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Company Main View
Name:
Steele Capital Management Inc.
City:
DUBUQUE
State:
IA
Zip:
52001
Achive data
View Filing Period:
Current Quarter
2023-12-31
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
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
MO
Altria Group Inc
176
Closed
$45.95
$0
0
0%
-228,000
-5,653
0
Cigarettes & Other To...
WMS
Advanced Drainage Systems, ...
179
Closed
$172.44
$0
0
0%
-430,000
-3,054
0
N/A
CBU
Community Bank System Inc
178
Closed
$48.31
$0
0
0%
-210,000
-4,027
0
Domestic Regional Banks
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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