STONEHAVEN WEALTH & TAX SOLUTIONS, LLC GCOR Holdings History
Number of Shares
15,808.00
Current Holdings Value*
$651,530.00
% of Portfolio
0.69%
Total Estimate Gain
$-19,713.45
% of Total Estimate Gain
-0.81%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Goldman Sachs Access U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 15,808.00 shares of Goldman Sachs Access U.S. Aggregate Bond ETF(GCOR), totaling $651,530.00. This investment constitutes 0.69% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.18% of the outstanding Goldman Sachs Access U.S. Aggregate Bond ETF(GCOR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $40.75 for 43,391.00 shares. Based on historical transaction data and GCOR's current price of $40.85, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his GCOR holdings is $-19,713.45, reflecting a -0.81% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC GCOR ($40.85) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC GCOR ($40.85) 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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