A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Inc Msci Global Select stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 13,339 shares of PICK stock, worth $563,039. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,339
Previous 12,897 3.43%
Holding current value
$563,039
Previous $555,000 0.18%
% of portfolio
0.13%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$38.69 - $42.9 $17,100 - $18,961
442 Added 3.43%
13,339 $556,000
Q4 2023

Jan 18, 2024

BUY
$36.52 - $43.55 $35,168 - $41,938
963 Added 8.07%
12,897 $555,000
Q3 2023

Oct 19, 2023

BUY
$38.64 - $44.07 $425 - $484
11 Added 0.09%
11,934 $474,000
Q2 2023

Jul 28, 2023

BUY
$37.7 - $44.08 $10,970 - $12,827
291 Added 2.5%
11,923 $482,000
Q1 2023

Apr 19, 2023

SELL
$39.51 - $47.65 $4,188 - $5,050
-106 Reduced 0.9%
11,632 $496,000
Q1 2022

Apr 15, 2022

SELL
$42.32 - $51.76 $14,304 - $17,494
-338 Reduced 2.8%
11,738 $601,000
Q4 2021

Jan 14, 2022

BUY
$40.24 - $44.48 $12,393 - $13,699
308 Added 2.62%
12,076 $515,000
Q3 2021

Oct 18, 2021

SELL
$40.42 - $48.47 $3,233 - $3,877
-80 Reduced 0.68%
11,768 $480,000
Q2 2021

Jul 15, 2021

BUY
$42.55 - $50.98 $79,228 - $94,924
1,862 Added 18.65%
11,848 $535,000
Q1 2021

Apr 15, 2021

SELL
$36.52 - $44.32 $15,411 - $18,703
-422 Reduced 4.05%
9,986 $421,000
Q4 2020

Jan 22, 2021

SELL
$26.28 - $37.1 $58,840 - $83,066
-2,239 Reduced 17.7%
10,408 $384,000
Q3 2020

Oct 13, 2020

SELL
$24.37 - $28.9 $5,995 - $7,109
-246 Reduced 1.91%
12,647 $339,000
Q2 2020

Jul 13, 2020

BUY
$18.63 - $26.52 $7,172 - $10,210
385 Added 3.08%
12,893 $316,000
Q1 2020

Apr 30, 2020

BUY
$16.2 - $30.25 $202,629 - $378,367
12,508 New
12,508 $241,000

Others Institutions Holding PICK

About ISHARES INC MSCI GLOBAL SELECT


  • Ticker PICK
  • Sector ETFs
  • Industry ETFs
More about PICK
Track This Portfolio

Track Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.