Matthew Goff Investment Advisor, LLC Closed Holding Positions

Matthew Goff Investment Advisor, LLC

  • $520 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2022 Filed on Apr 19, 2022
1,863
$94.61 - $116.48 $176K - $217K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 19, 2022
9,394
$44.64 - $55.71 $419K - $523K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q1 2022 Filed on Apr 19, 2022
10,468
$49.19 - $51.02 $515K - $534K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 19, 2022
1,814
$99.96 - $115.1 $181K - $209K
General Electric CO
Q4 2021 Filed on Jan 18, 2022
51,726
N/A
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q4 2021 Filed on Jan 18, 2022
14,818
N/A
Ishares Tr
Q4 2021 Filed on Jan 18, 2022
39,659
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q4 2021 Filed on Jan 18, 2022
1
$412540.0 - $454550.0 $413K - $455K
OTIS
Otis Worldwide Corp

Industrials
Q4 2021 Filed on Jan 18, 2022
17,908
$79.72 - $87.07 $1.43M - $1.56M
Wisdomtree Tr
Q4 2021 Filed on Jan 18, 2022
11,491
N/A
MCK
Mckesson Corp

Healthcare
Q4 2021 Filed on Jan 18, 2022
5,372
$198.21 - $248.9 $1.06M - $1.34M
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Jan 18, 2022
6,056
$49.93 - $50.12 $302K - $304K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q3 2021 Filed on Oct 12, 2021
7,604
$40.42 - $40.47 $307K - $308K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2021 Filed on Oct 12, 2021
8,115
$31.24 - $31.31 $254K - $254K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 27, 2021
387,205
N/A
Ishares Tr
Q4 2020 Filed on Jan 27, 2021
361,567
N/A
United Technologies Corp
Q2 2020 Filed on Jul 31, 2020
39,578
N/A
OKTA
Okta, Inc.

Technology
Q4 2019 Filed on Jan 27, 2020
2,500
$98.56 - $130.32 $246K - $326K
Ishares Tr
Q4 2019 Filed on Jan 27, 2020
23,505
N/A
Anadarko Pete Corp
Q3 2019 Filed on Oct 29, 2019
5,750
N/A
Spdr Series Trust
Q4 2018 Filed on Feb 12, 2019
5,838
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2018 Filed on Feb 12, 2019
148,245
$52.01 - $52.96 $7.71M - $7.85M
VDE
Vanguard Energy ETF

ETFs
Q2 2018 Filed on Aug 13, 2018
3,500
N/A
ABC
Amerisourcebergen Corp

Healthcare
Q2 2018 Filed on Aug 13, 2018
19,150
$82.14 - $94.85 $1.57M - $1.82M
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 13, 2018
502,538
N/A
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on May 10, 2018
424,889
N/A
Track This Portfolio

Track Matthew Goff Investment Advisor, LLC Portfolio

Follow Matthew Goff Investment Advisor, 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 Matthew Goff Investment Advisor, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Matthew Goff Investment Advisor, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email