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  Name: Peterson Wealth Services
  City: South Ogden
  State: UT
  Zip: 84405
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $274,588,000
  Total Value Change : $41,346,000
  Securities Held Change : 7
   
All Securities Held : 112
  New Positions : 12
  Closed Positions : 5
  Increased Positions : 72
  Unchanged Positions : 2
  Decreased Positions : 26

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Holdings Found : 5     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
   (SBUX)1 Year Chart         SBUX Starbucks Corp 113 Closed $75.28 $0 0 0% -2,703,000 -28,154 0    Specialty Eateries
   (ZION)1 Year Chart         ZION Zions Bancorporation 117 Closed $44.74 $0 0 0% -314,000 -7,070 0    Domestic Regional Banks
   (CE)1 Year Chart         CE Celanese Corp 116 Closed $155.67 $0 0 0% -2,329,000 -14,983 0    Synthetics
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 115 Closed $56.75 $0 0 0% -203,000 -3,766 0    Closed - End Fund - E...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 114 Closed $78.04 $0 0 0% -477,000 -6,880 0    Investment Brokerage ...

      5 Records Found
  1    
Page 1 of 1
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