MILESTONE WEALTH, LLC GCOR Holdings History
MILESTONE WEALTH, LLC's Goldman Sachs Access U.S. Aggregate Bond ETF Holding Summary
As of 2022-09-30, MILESTONE WEALTH, LLC held 357,133.00 shares of Goldman Sachs Access U.S. Aggregate Bond ETF(GCOR), totaling $14.60 Mil. This investment constitutes 17.44% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 3.47% of the outstanding Goldman Sachs Access U.S. Aggregate Bond ETF(GCOR) stock.
The initial trade took place in 2021Q4. And since then MILESTONE WEALTH, LLC has made 1 purchases of GCOR, at an average price of $46.77, for a total of 369,561.00 shares. In addition, there have been 2 sales at an average price of $45.00 for 12,428.00 shares. Based on historical transaction data and GCOR's current price of $40.88, MILESTONE WEALTH, LLC's estimated gain on his GCOR holdings is $-2.13 Mil, reflecting a -12.31% gain to date.
MILESTONE WEALTH, LLC GCOR ($40.88) Holding Chart
MILESTONE WEALTH, LLC GCOR ($40.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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