W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO – Transaction History
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO portfolio value:
7.14M
portfolio value
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.79% | 6.15K shares | -418K | 226.56K | |
| Q2 2022 | share | Decrease | -0.78% | -1.72K shares | -619K | 220.40K | |
| Q1 2022 | share | Increase | +3.62% | 7.75K shares | 719K | 222.13K | |
| Q4 2021 | share | Decrease | -29.03% | -87.70K shares | -2.63M | 214.37K | |
| Q3 2021 | share | Increase | +3.63% | 10.57K shares | 265K | 302.07K | |
| Q2 2021 | share | Increase | 0.00% | 291.50K shares | 9.82M | 291.50K |