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  Name: MOULTON WEALTH MANAGEMENT INC
  City: SPOKANE VALLEY
  State: WA
  Zip: 99206
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased 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
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 6 - $44.97 $3,829,000 91,152 4.01% 305,000 -642 0.005    Closed - End Fund - E...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 12 - $93.40 $1,526,000 16,122 1.6% -4,027,000 -41,943 0.006    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 15 - $220.03 $1,235,000 6,004 1.29% 78,000 -152 0.001    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 17 - $92.01 $834,000 8,814 0.87% -4,496,000 -46,207 0.001    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 19 - $81.47 $718,000 8,783 0.75% -21,000 -234 0.001    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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