Carson Wealth (CWM LLC)’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $739K | Sell |
16,056
-1,806
| -10% | -$83.1K | ﹤0.01% | 1409 |
|
2025
Q1 | $817K | Sell |
17,862
-725
| -4% | -$33.2K | ﹤0.01% | 1247 |
|
2024
Q4 | $838K | Buy |
+18,587
| New | +$838K | ﹤0.01% | 1174 |
|
2024
Q3 | – | Sell |
-253
| Closed | -$11K | – | 4934 |
|
2024
Q2 | $11K | Buy |
+253
| New | +$11K | ﹤0.01% | 3482 |
|
2023
Q2 | – | Sell |
-345
| Closed | -$16K | – | 4270 |
|
2023
Q1 | $16K | Buy |
+345
| New | +$16K | ﹤0.01% | 2647 |
|
2022
Q4 | – | Sell |
-415
| Closed | -$18K | – | 4057 |
|
2022
Q3 | $18K | Buy |
+415
| New | +$18K | ﹤0.01% | 2286 |
|
2022
Q2 | – | Sell |
-10
| Closed | – | – | 3882 |
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3624 |
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3286 |
|
2021
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2021
Q1 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2020
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2020
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2020
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2020
Q1 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2019
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2019
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2019
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 2284 |
|
2019
Q1 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 2284 |
|