DWP
Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250,028
| Closed | -$11.8M | – | 171 |
|
|
2024
Q3 | $11.8M | Buy |
250,028
+11,952
| +5% | +$566K | 2.07% | 10 |
|
|
2024
Q2 | $10.8M | Buy |
238,076
+734
| +0.3% | +$33.2K | 1.94% | 13 |
|
|
2024
Q1 | $10.9M | Buy |
237,342
+12,618
| +6% | +$578K | 1.95% | 16 |
|
|
2023
Q4 | $10.3M | Buy |
224,724
+10,734
| +5% | +$491K | 1.93% | 17 |
|
|
2023
Q3 | $9.25M | Buy |
213,990
+22,106
| +12% | +$955K | 1.87% | 18 |
|
|
2023
Q2 | $8.69M | Buy |
+191,884
| New | +$8.69M | 1.66% | 18 |
|