GWP
Gateway Wealth Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,774
| Closed | -$4.13M | – | 246 |
|
|
2023
Q3 | $4.13M | Buy |
40,774
+6,847
| +20% | +$694K | 0.74% | 29 |
|
|
2023
Q2 | $3.49M | Buy |
33,927
+2,080
| +7% | +$214K | 0.62% | 35 |
|
|
2023
Q1 | $3.33M | Buy |
31,847
+830
| +3% | +$86.7K | 0.51% | 35 |
|
|
2022
Q4 | $3.18M | Buy |
+31,017
| New | +$3.18M | 0.55% | 35 |
|