Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Goodwin Investment Advisory
  City: WOODSTOCK
  State: GA
  Zip: 30188
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $212,094,000
  Total Value Change : $19,777,000
  Securities Held Change : -22
   
All Securities Held : 47
  New Positions : 10
  Closed Positions : 35
  Increased Positions : 12
  Unchanged Positions : 4
  Decreased Positions : 21

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FBCG)1 Year Chart         FBCG Fidelity Blue Chip Growth ETF 1 - $0.00 $70,448,000 1,831,239 33.22% 11,060,000 48,361 2.035    N/A
   (FVAL)1 Year Chart         FVAL Fidelity Value Factor Etf 2 - $0.00 $43,657,000 765,237 20.58% 5,342,000 42,286 0.85    N/A
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 3 - $0.00 $25,466,000 562,032 12.01% 760,000 25,408 0.195    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 4 - $80.79 $18,349,000 218,212 8.65% 2,440,000 13,547 0.061    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 5 - $184.16 $10,781,000 56,188 5.08% 1,186,000 2,874 0.047    Closed - End Fund - E...
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 7 - $51.99 $5,343,000 102,426 2.52% 132,000 2,600 0.034    N/A
   (FTY)1 Year Chart         FTY iShares Trust 16 - $52.65 $1,461,000 27,148 0.69% 112,000 2,309 0.03    Closed - End Fund - Debt
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 17 - $152.68 $1,013,000 6,378 0.48% 71,000 314 0.008    Closed - End Fund - E...
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 36 - $25.38 $151,000 5,897 0.07% 151,000 5,897 0.003    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 37 - $58.40 $140,000 2,305 0.07% 12,000 1,844 0.001    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 40 - $0.00 $121,000 1,451 0.06% 121,000 1,451 0    N/A
   (SUSL)1 Year Chart         SUSL Ishares Esg Msci Usa Leader... 41 - $0.00 $113,000 1,208 0.05% 113,000 1,208 0.003    N/A
      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us