WCWM
Wooster Corthell Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
51,275
-1,179
| -2% | -$51.8K | 0.42% | 32 |
|
|
2025
Q1 | $2.3M | Sell |
52,454
-1,431
| -3% | -$62.8K | 0.47% | 32 |
|
|
2024
Q4 | $2.31M | Sell |
53,885
-7,087
| -12% | -$304K | 0.5% | 25 |
|
|
2024
Q3 | $2.73M | Buy |
60,972
+37,895
| +164% | +$1.7M | 0.58% | 24 |
|
|
2024
Q2 | $994K | Sell |
23,077
-7,362
| -24% | -$317K | 0.22% | 38 |
|
|
2024
Q1 | $1.32M | Sell |
30,439
-614
| -2% | -$26.6K | 0.3% | 28 |
|
|
2023
Q4 | $1.37M | Sell |
31,053
-15,900
| -34% | -$704K | 0.33% | 27 |
|
|
2023
Q3 | $1.96M | Sell |
46,953
-2,078
| -4% | -$86.8K | 0.52% | 23 |
|
|
2023
Q2 | $2.15M | Sell |
49,031
-294
| -0.6% | -$12.9K | 0.55% | 24 |
|
|
2023
Q1 | $2.19M | Sell |
49,325
-201
| -0.4% | -$8.94K | 0.59% | 23 |
|
|
2022
Q4 | $2.15M | Sell |
49,526
-3,219
| -6% | -$140K | 0.61% | 23 |
|
|
2022
Q3 | $2.27M | Buy |
52,745
+2,864
| +6% | +$123K | 0.68% | 22 |
|
|
2022
Q2 | $2.27M | Buy |
+49,881
| New | +$2.27M | 0.65% | 22 |
|