JWM
JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,614
| Closed | -$402K | – | 129 |
|
|
2019
Q4 | $402K | Buy |
7,614
+251
| +3% | +$13.3K | 0.12% | 98 |
|
|
2019
Q3 | $385K | Buy |
7,363
+800
| +12% | +$41.8K | 0.13% | 94 |
|
|
2019
Q2 | $337K | Buy |
6,563
+151
| +2% | +$7.75K | 0.12% | 102 |
|
|
2019
Q1 | $318K | Buy |
6,412
+1,199
| +23% | +$59.5K | 0.12% | 100 |
|
|
2018
Q4 | $246K | Buy |
+5,213
| New | +$246K | 0.1% | 105 |
|