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  Name: Dynamic Wealth Strategies LLC
  City: GRANITE BAY
  State: CA
  Zip: 95746
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,018,000
  Total Value Change : $8,422,000
  Securities Held Change : 1
   
All Securities Held : 246
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 67
  Unchanged Positions : 102
  Decreased Positions : 71

                  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:  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
   (IRT)1 Year Chart         IRT Independence Realty Trust, Inc 246 Closed $16.95 $0 0 0% -8,000 -524 0    N/A
   (COMT)1 Year Chart         COMT iShares Commodities Select ... 245 Closed $27.24 $0 0 0% -2,000 -80 0    N/A
   (EWU)1 Year Chart         EWU iShares United Kingdom Index 244 Closed $36.47 $0 0 0% -22,000 -670 0    Closed - End Fund - E...
   (PGF)1 Year Chart         PGF Invesco Financial Preferred... 248 Closed $14.71 $0 0 0% -136,000 -9,320 0    Closed - End Fund - E...
   (AAP)1 Year Chart         AAP Advance Auto Parts Inc 247 Closed $70.24 $0 0 0% -25,000 -414 0    Auto Parts Stores

      5 Records Found
  1    
Page 1 of 1
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