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Company Main View
Name:
Goodman Advisory Group LLC
City:
NEEDHAM
State:
MA
Zip:
02494
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$315,358,000
Total Value Change :
$21,765,000
Securities Held Change :
16
All Securities Held :
173
New Positions
:
26
Closed Positions
:
11
Increased Positions
:
43
Unchanged Positions
:
71
Decreased Positions
:
33
Download
Free Registration Required For Full Results
Holdings Found :
11
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
JMOM
Jpmorgan Us Momentum Factor...
170
Closed
$0.00
$0
0
0%
-9,000
-201
0
N/A
LAC
Lithium Americas Corp
176
Closed
$2.93
$0
0
0%
-2,000
-264
0
N/A
CFO
Victory CEMP US 500 Enhance...
169
Closed
$64.22
$0
0
0%
-10,000
-160
0
N/A
RPV
Invesco S&P 500 Pure Value ETF
175
Closed
$83.33
$0
0
0%
-61,000
-739
0
Closed - End Fund - E...
BOND
Pimco Total Return Exchange...
168
Closed
$89.43
$0
0
0%
0
0
0
N/A
LAAC
Lithium Americas Argentina ...
174
Closed
$16.19
$0
0
0%
-2,000
-264
0
N/A
SHM
Spdr Brcly Cap Shrt Trm Mu
173
Closed
$47.18
$0
0
0%
-1,000
-24
0
Closed - End Fund - E...
ANSS
ANSYS Inc
172
Closed
$325.01
$0
0
0%
-8,000
-21
0
Technical & System So...
WBD
Warner Bros Discovery Ord S...
178
Closed
$7.29
$0
0
0%
0
0
0
Broadcasting - TV
TDC
Teradata Corp /de/
171
Closed
$33.48
$0
0
0%
0
0
0
Data Storage Devices
VOD
Vodafone Group Public Limit...
177
Closed
$8.75
$0
0
0%
0
0
0
Wireless Communications
11
Records Found
1
Page 1 of 1
Download:
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Summary:
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