HGWM
Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.74M | Buy |
147,214
+2,711
| +2% | +$124K | 4.19% | 10 |
|
|
2022
Q4 | $6.39M | Sell |
144,503
-4,299
| -3% | -$190K | 4.19% | 9 |
|
|
2022
Q3 | $6.25M | Sell |
148,802
-159
| -0.1% | -$6.68K | 4.16% | 9 |
|
|
2022
Q2 | $7.06M | Sell |
148,961
-12,321
| -8% | -$584K | 4.35% | 9 |
|
|
2022
Q1 | $8.04M | Sell |
161,282
-4,025
| -2% | -$201K | 4.57% | 9 |
|
|
2021
Q4 | $8.94M | Sell |
165,307
-19,357
| -10% | -$1.05M | 5.02% | 4 |
|
|
2021
Q3 | $10M | Sell |
184,664
-128,180
| -41% | -$6.97M | 5.9% | 3 |
|
|
2021
Q2 | $17.2M | Buy |
312,844
+12,719
| +4% | +$697K | 10.22% | 2 |
|
|
2021
Q1 | $16.2M | Buy |
300,125
+16,192
| +6% | +$873K | 10.15% | 2 |
|
|
2020
Q4 | $16M | Buy |
283,933
+31,313
| +12% | +$1.76M | 9.53% | 2 |
|
|
2020
Q3 | $13.9M | Buy |
252,620
+80,545
| +47% | +$4.44M | 9.66% | 2 |
|
|
2020
Q2 | $9.48M | Buy |
172,075
+66,791
| +63% | +$3.68M | 7.93% | 2 |
|
|
2020
Q1 | $5.39M | Buy |
+105,284
| New | +$5.39M | 5.44% | 8 |
|