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  Name: WC Walker & Associates Inc.
  City: FULLERTON
  State: CA
  Zip: 92832
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $188,776,000
  Total Value Change : $12,833,000
  Securities Held Change : -4
   
All Securities Held : 70
  New Positions : 0
  Closed Positions : 4
  Increased Positions : 43
  Unchanged Positions : 5
  Decreased Positions : 22

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 57 - $124.51 $468,000 4,229 0.25% 33,000 0 0    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 58 - $223.66 $402,000 2,372 0.21% 34,000 0 0.001    Closed - End Fund - E...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 60 - $112.01 $399,000 4,417 0.21% 31,000 0 0.001    Closed - End Fund - E...
   (MRO)1 Year Chart         MRO Marathon Oil Corp 61 - $26.21 $377,000 15,000 0.2% -76,000 0 0.002    Oil & Gas Refining, P...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 70 - $75.86 $253,000 3,777 0.13% 12,000 0 0.003    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
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