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Company Main View
Name:
MGO Private Wealth LLC
City:
IRVINE
State:
CA
Zip:
92606
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
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
Download
Free Registration Required For Full Results
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
ChargePoint Holdings, Inc
84
Closed
$0.00
$0
0
0%
-36,000
-15,555
0
N/A
WBX
Wallbox Ord Shs Class A
83
Closed
$8.07
$0
0
0%
-30,000
-17,346
0
N/A
LCID
Lucid Group, Inc.
82
Closed
$2.79
$0
0
0%
-43,000
-10,135
0
N/A
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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