Moulton Wealth Management, Inc Reduced Holdings in Q1 2024

Moulton Wealth Management, Inc

  • $95.4 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-46.2K
- 83.98%
$92.18 - $98.72 $4.26M - $4.56M
8.81K $833K
IEF
Ishares Barclays

ETFs
-41.9K
- 72.23%
$93.54 - $96.82 $3.92M - $4.06M
16.1K $1.53M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-234
- 2.6%
$81.49 - $82.34 $19.1K - $19.3K
8.78K $718K
GLD
Spdr Gold Trust

ETFs
-152
- 2.47%
$184.42 - $205.72 $28K - $31.3K
6K $1.24M
IAU
Ishares Gold Trust

ETFs
-642
- 0.7%
$37.66 - $42.01 $24.2K - $27K
91.2K $3.83M
Activity Summary
Buys All Purchases 16 New Holdings 7 Increased Positions 9 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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