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Company Main View
Name:
MOULTON WEALTH MANAGEMENT INC
City:
SPOKANE VALLEY
State:
WA
Zip:
99206
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
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$95,368,000
Total Value Change :
$17,504,000
Securities Held Change :
4
All Securities Held :
24
New Positions
:
6
Closed Positions
:
3
Increased Positions
:
10
Unchanged Positions
:
3
Decreased Positions
:
5
Download
Free Registration Required For Full Results
Holdings Found :
3
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
IVV
iShares Core S&P 500 Etf
27
Closed
$531.23
$0
0
0%
-201,000
-421
0
Closed - End Fund - E...
BND
Vanguard Total Bond Market ETF
26
Closed
$71.99
$0
0
0%
-657,000
-8,996
0
Closed - End Fund - E...
TIP
iShares Lehman TIPS Bond
25
Closed
$106.68
$0
0
0%
-369,000
-3,447
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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