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Company Main View
Name:
Goodwin Investment Advisory
City:
WOODSTOCK
State:
GA
Zip:
30188
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
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$215,798,000
Total Value Change :
$23,481,000
Securities Held Change :
140
All Securities Held :
209
New Positions
:
140
Closed Positions
:
5
Increased Positions
:
17
Unchanged Positions
:
9
Decreased Positions
:
43
Download
Free Registration Required For Full Results
Holdings Found :
5
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
KLD
iShares KLD Select Social I...
204
Closed
$108.87
$0
0
0%
-17,000
-169
0
Closed - End Fund - E...
ESGD
Ishares Trust Ishares Msci ...
211
Closed
$81.18
$0
0
0%
-4,000
-53
0
N/A
SMMD
Ishares Russell 2500 Etf
208
Closed
$0.00
$0
0
0%
-8,000
-126
0
N/A
AGG
iShares Barclays Agency Bond
207
Closed
$96.55
$0
0
0%
-3,000
-28
0
Closed - End Fund - E...
SIZE
Ishares Msci Usa Size Factor
206
Closed
$139.65
$0
0
0%
-39,000
-296
0
N/A
5
Records Found
1
Page 1 of 1
Download:
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Summary:
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