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  Name: DENVER WEALTH MANAGEMENT INC.
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80999
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $195,916,000
  Total Value Change : $19,168,000
  Securities Held Change : 5
   
All Securities Held : 80
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 3
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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
   (CION)1 Year Chart         CION Cion Investment Corp 83 Closed $12.46 $0 0 0% -115,000 -10,194 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 82 Closed $177.81 $0 0 0% -239,000 -963 0    Auto Manufacturers
   (OMFS)1 Year Chart         OMFS Invesco Russell 2000 Dynami... 81 Closed $0.00 $0 0 0% -218,000 -5,614 0    N/A

      3 Records Found
  1    
Page 1 of 1
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