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  Name: WOODWARD DIVERSIFIED CAPITAL LLC
  City: BAKERSFIELD
  State: CA
  Zip: 93309
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,016,000
  Total Value Change : $1,833,000
  Securities Held Change : -6
   
All Securities Held : 151
  New Positions : 7
  Closed Positions : 15
  Increased Positions : 84
  Unchanged Positions : 16
  Decreased Positions : 44

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Holdings Found : 15     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
   (DOCN)1 Year Chart         DOCN Digitalocean Holdings, Inc. 163 Closed $0.00 $0 0 0% -268,000 -7,300 0    N/A
   (BYM)1 Year Chart         BYM Blackrock Insured Municipal... 156 Closed $11.58 $0 0 0% -168,000 -15,000 0    Closed - End Fund - Debt
   (FAZ)1 Year Chart         FAZ Direxion Daily Financial Be... 162 Closed $10.74 $0 0 0% -194,000 -14,218 0    Closed - End Fund - Debt
   (MUC)1 Year Chart         MUC Blackrock Muniholdings Cali... 155 Closed $11.10 $0 0 0% -169,000 -15,182 0    Closed - End Fund - Debt
   (WPM)1 Year Chart         WPM Wheaton Precious Metals Corp 161 Closed $52.69 $0 0 0% -207,000 -4,200 0    Silver
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 154 Closed $75.41 $0 0 0% -870,000 -11,390 0    Closed - End Fund - Debt
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 160 Closed $81.64 $0 0 0% -281,000 -3,424 0    Closed - End Fund - E...
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 166 Closed $72.02 $0 0 0% -830,000 -11,126 0    Closed - End Fund - Debt
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 153 Closed $48.45 $0 0 0% -810,000 -17,063 0    N/A
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 159 Closed $66.17 $0 0 0% -332,000 -4,588 0    Food - Major Diversified
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 165 Closed $0.00 $0 0 0% -236,000 -2,586 0    Closed - End Fund - E...
   (EDV)1 Year Chart         EDV Vanguard Extended Dur Tre I... 152 Closed $76.54 $0 0 0% -805,000 -9,936 0    Closed - End Fund - Debt
   (STNE)1 Year Chart         STNE Stoneco Ltd 158 Closed $0.00 $0 0 0% -509,000 -28,254 0    N/A
   (EVRG)1 Year Chart         EVRG Energy Inc 164 Closed $52.80 $0 0 0% -255,000 -4,893 0    Multi Utilities
   (SKYY)1 Year Chart         SKYY First Trust Ise Cloud Compu... 157 Closed $92.19 $0 0 0% -201,000 -2,293 0    N/A
      15 Records Found
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Page 1 of 1
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