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  Name: MGO Private Wealth LLC
  City: IRVINE
  State: CA
  Zip: 92606
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,367,000
  Total Value Change : $13,893,000
  Securities Held Change : 6
   
All Securities Held : 80
  New Positions : 10
  Closed Positions : 4
  Increased Positions : 27
  Unchanged Positions : 8
  Decreased Positions : 35

                  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
   (CHPT)1 Year Chart         CHPT ChargePoint Holdings, Inc 84 Closed $0.00 $0 0 0% -36,000 -15,555 0    N/A
   (WBX)1 Year Chart         WBX Wallbox Ord Shs Class A 83 Closed $8.07 $0 0 0% -30,000 -17,346 0    N/A
   (LCID)1 Year Chart         LCID Lucid Group, Inc. 82 Closed $2.79 $0 0 0% -43,000 -10,135 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 81 Closed $236.53 $0 0 0% -232,000 -883 0    Internet Software & S...

      4 Records Found
  1    
Page 1 of 1
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