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  Name: BKA Wealth Consulting Inc.
  City: CEDAR PARK
  State: TX
  Zip: 78613
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $77,459,000
  Total Value Change : $8,690,000
  Securities Held Change : 3
   
All Securities Held : 58
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 29
  Unchanged Positions : 8
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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
   (BA)1 Year Chart         BA Boeing Co 62 Closed $171.65 $0 0 0% -238,000 -915 0    Aerospace/Defense - M...
   (AWK)1 Year Chart         AWK American Water Works Compan... 61 Closed $124.11 $0 0 0% -202,000 -1,528 0    Multi Utilities
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 60 Closed $107.10 $0 0 0% -1,029,000 -9,504 0    Closed - End Fund - E...
   (F)1 Year Chart         F Ford Motor Co 59 Closed $12.50 $0 0 0% -124,000 -10,173 0    Auto Manufacturers

      4 Records Found
  1    
Page 1 of 1
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