W.G. Shaheen & Associates Dba Whitney & CO Principal Spectrum Pfd Secs Ac Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $894 Million
  • Q1 2025

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 16,500 shares of PREF stock, worth $311,190. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,500
Previous 16,500 -0.0%
Holding current value
$311,190
Previous $307,000 0.33%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$18.59 - $18.8 $46,475 - $47,000
2,500 Added 17.86%
16,500 $307,000
Q2 2024

Jul 30, 2024
SELL
$17.82 - $18.34 $5,346 - $5,502
-300 Reduced 2.1%
14,000 $255,000
Q1 2024

May 08, 2024
SELL
$17.42 - $18.17 $5,226 - $5,451
-300 Reduced 2.05%
14,300 $259,000
Q4 2023

Feb 08, 2024
BUY
$16.33 - $17.54 $24,494 - $26,310
1,500 Added 11.45%
14,600 $255,000
Q2 2023

Aug 14, 2023
SELL
$16.31 - $17.04 $24,464 - $25,560
-1,500 Reduced 10.27%
13,100 $222,000
Q3 2022

Nov 09, 2022
BUY
$16.78 - $18.23 $50,340 - $54,690
3,000 Added 25.86%
14,600 $245,000
Q2 2022

Aug 05, 2022
SELL
$17.18 - $18.98 $48,791 - $53,903
-2,840 Reduced 19.67%
11,600 $200,000
Q1 2022

May 13, 2022
BUY
$18.65 - $20.29 $269,306 - $292,987
14,440 New
14,440 $274,000

Others Institutions Holding PREF

# of Institutions
119
Shares Held
50.9M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL SPECTRUM PFD SECS AC

PREF Quotes by TradingView
  • Ticker PREF
  • Sector ETFs
  • Industry ETFs
More about PREF
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