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  Name: Goodwin Investment Advisory
  City: WOODSTOCK
  State: GA
  Zip: 30188
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         KLD iShares KLD Select Social I... 204 Closed $110.36 $0 0 0% -17,000 -169 0    Closed - End Fund - E...
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 211 Closed $82.01 $0 0 0% -4,000 -53 0    N/A
   (SMMD)1 Year Chart         SMMD Ishares Russell 2500 Etf 208 Closed $0.00 $0 0 0% -8,000 -126 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 207 Closed $97.19 $0 0 0% -3,000 -28 0    Closed - End Fund - E...
   (SIZE)1 Year Chart         SIZE Ishares Msci Usa Size Factor 206 Closed $141.09 $0 0 0% -39,000 -296 0    N/A

      5 Records Found
  1    
Page 1 of 1
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