GOULD ASSET MANAGEMENT LLC /CA/ Holdings
GOULD ASSET MANAGEMENT LLC /CA/ is an investment fund managing more than 294.55M US dollars. The largest holdings include SPDR S&P 500 ETF Trust, Vanguard Short-Term Corporate Bond Index Fund and iShares 20+ Year Treasury Bond ETF. In Q3 2022 the fund bought assets of total value of 11.79M US dollars and sold assets of total value of 27.48M US dollars.
GOULD ASSET MANAGEMENT LLC /CA/ portfolio value:
GOULD ASSET MANAGEMENT LLC /CA/ quarter portfolio value change:
GOULD ASSET MANAGEMENT LLC /CA/ 1 year portfolio value change:
GOULD ASSET MANAGEMENT LLC /CA/ 3 years portfolio value change:
GOULD ASSET MANAGEMENT LLC /CA/ 5 years portfolio value change:
GOULD ASSET MANAGEMENT LLC /CA/ portfolio changes
Period | Buy | Sel |
---|---|---|
Q1 2016 | 9318000 | 10574000 |
Q2 2016 | 6280000 | 6139000 |
Q3 2016 | 8803000 | 9808000 |
Q4 2016 | 18023000 | 9031000 |
Q1 2017 | 8686000 | 4697000 |
Q2 2017 | 11372000 | 3480000 |
Q3 2017 | 14888000 | 438000 |
Q4 2017 | 10808000 | 3350000 |
Q1 2018 | 14769000 | 17071000 |
Q2 2018 | 18012000 | 14374000 |
Q3 2018 | 19530000 | 1251000 |
Q4 2018 | 41034000 | 47302000 |
Q1 2019 | 15988000 | 7712000 |
Q2 2019 | 105481000 | 95184000 |
Q3 2019 | 16214000 | 9706000 |
Q4 2019 | 14087000 | 3386000 |
Q1 2020 | 17926000 | 50383000 |
Q2 2020 | 37799000 | 16577000 |
Q3 2020 | 27050000 | 17595000 |
Q4 2020 | 24180000 | 6591000 |
Q1 2021 | 10179000 | 10970000 |
Q2 2021 | 22992000 | 786000 |
Q3 2021 | 5820000 | 32571000 |
Q4 2021 | 27218000 | 5021000 |
Q1 2022 | 1612000 | 9786000 |
Q2 2022 | 23792000 | 60550000 |
Q3 2022 | 11789000 | 27479000 |
GOULD ASSET MANAGEMENT LLC /CA/ 13F holdings
Stock |
---|
Portfolio share: 33.39% Portfolio value: 98.35M Avg. open price: $395.79 Current price: $400.01 P/L: +1.07% Bought +6.98% shares Q3 2022 |
Portfolio share: 4.77% Portfolio value: 14.04M Avg. open price: $75.35 Current price: $75.35 P/L: +0.01% Sold -7.55% shares Q3 2022 |
Portfolio share: 4.37% Portfolio value: 12.86M Avg. open price: $136.23 Current price: $105.59 P/L: -22.49% Sold -0.57% shares Q3 2022 |
Portfolio share: 3.64% Portfolio value: 10.73M Avg. open price: $30.24 Current price: $26.16 P/L: -13.51% Bought +1.31% shares Q3 2022 |
Portfolio share: 3.56% Portfolio value: 10.47M Avg. open price: $255.43 Current price: $401.35 P/L: +57.13% Bought +1.94% shares Q3 2022 |
Portfolio share: 3.43% Portfolio value: 10.10M Avg. open price: $16.8 Current price: $35.08 P/L: +108.78% Bought +3.88% shares Q3 2022 |
Portfolio share: 3.23% Portfolio value: 9.50M Avg. open price: $57.86 Current price: $57.81 P/L: -0.09% Bought +159.73% shares Q3 2022 |
Portfolio share: 3.08% Portfolio value: 9.08M Avg. open price: $98.34 Current price: $97.64 P/L: -0.71% Bought +33.14% shares Q3 2022 |
Portfolio share: 3.04% Portfolio value: 8.95M Avg. open price: $49.67 Current price: $47.97 P/L: -3.42% Sold -21.69% shares Q3 2022 |
Portfolio share: 2.77% Portfolio value: 8.15M Avg. open price: $72.28 Current price: $86.03 P/L: +19.02% Bought +4.06% shares Q3 2022 |
Portfolio share: 2.25% Portfolio value: 6.63M Avg. open price: $105.33 Current price: $91.43 P/L: -13.19% Sold -0.61% shares Q3 2022 |
Portfolio share: 1.78% Portfolio value: 5.24M Avg. open price: $111.39 Current price: $139.09 P/L: +24.87% Bought +9.22% shares Q3 2022 |
Portfolio share: 1.73% Portfolio value: 5.08M Avg. open price: $42.65 Current price: $43.08 P/L: +1.01% Sold -8.89% shares Q3 2022 |
Portfolio share: 1.55% Portfolio value: 4.58M Avg. open price: $59.7 Current price: $66.83 P/L: +11.95% Bought +60.74% shares Q3 2022 |
Portfolio share: 1.40% Portfolio value: 4.12M Avg. open price: $79.45 Current price: $97.09 P/L: +22.21% Bought +14.44% shares Q3 2022 |
Portfolio share: 1.23% Portfolio value: 3.62M Avg. open price: $56.86 Current price: $146.61 P/L: +157.82% Sold -0.74% shares Q3 2022 |
Portfolio share: 1.20% Portfolio value: 3.52M Avg. open price: $77.67 Current price: $72.92 P/L: -6.12% Sold -6.33% shares Q3 2022 |
Portfolio share: 1.09% Portfolio value: 3.22M Avg. open price: $90.18 Current price: $79.51 P/L: -11.84% Bought +7.08% shares Q3 2022 |
Portfolio share: 0.99% Portfolio value: 2.90M Avg. open price: $296.55 Current price: $458.44 P/L: +54.59% Bought +7.03% shares Q3 2022 |
Portfolio share: 0.74% Portfolio value: 2.17M Avg. open price: $41.16 Current price: $40.26 P/L: -2.18% Bought +32.93% shares Q3 2022 |
Portfolio share: 0.72% Portfolio value: 2.13M Avg. open price: $24.83 Current price: $33.51 P/L: +34.94% Sold -0.47% shares Q3 2022 |
Portfolio share: 0.70% Portfolio value: 2.06M Avg. open price: $120.83 Current price: $250.2 P/L: +107.07% Sold -1.56% shares Q3 2022 |
Portfolio share: 0.66% Portfolio value: 1.93M Avg. open price: $138.25 Current price: $164.39 P/L: +18.91% Bought +0.93% shares Q3 2022 |
Portfolio share: 0.62% Portfolio value: 1.83M Avg. open price: $111.51 Current price: $183.12 P/L: +64.22% Bought +0.31% shares Q3 2022 |
Portfolio share: 0.61% Portfolio value: 1.79M Avg. open price: $109.65 Current price: $109.87 P/L: +0.20% Bought +4.07% shares Q3 2022 |
Portfolio share: 0.46% Portfolio value: 1.36M Avg. open price: $47.92 Current price: $51.48 P/L: +7.43% Bought +2.15% shares Q3 2022 |
Portfolio share: 0.44% Portfolio value: 1.29M Avg. open price: N/A Current price: N/A P/L: N/A Bought +155.15% shares Q3 2022 |
Portfolio share: 0.44% Portfolio value: 1.28M Avg. open price: N/A Current price: N/A P/L: N/A Bought +10.21% shares Q3 2022 |
Portfolio share: 0.42% Portfolio value: 1.24M Avg. open price: $81.31 Current price: $123.08 P/L: +51.37% Sold -1.93% shares Q3 2022 |
Portfolio share: 0.41% Portfolio value: 1.21M Avg. open price: $62.76 Current price: $67.07 P/L: +6.86% Bought +19.92% shares Q3 2022 |
Portfolio share: 0.39% Portfolio value: 1.13M Avg. open price: $72.74 Current price: $88.67 P/L: +21.90% Bought +23.41% shares Q3 2022 |
Portfolio share: 0.37% Portfolio value: 1.08M Avg. open price: $12.57 Current price: $11.88 P/L: -5.51% Sold -0.03% shares Q3 2022 |
Portfolio share: 0.33% Portfolio value: 978K Avg. open price: $52.54 Current price: $86.19 P/L: +64.03% Sold -1.11% shares Q3 2022 |
Portfolio share: 0.33% Portfolio value: 971K Avg. open price: $77.44 Current price: $111.02 P/L: +43.37% Sold -0.78% shares Q3 2022 |
Portfolio share: 0.33% Portfolio value: 962K Avg. open price: $119.05 Current price: $143.75 P/L: +20.75% Bought +43.98% shares Q3 2022 |
Portfolio share: 0.32% Portfolio value: 946K Avg. open price: $99.3 Current price: $143.56 P/L: +44.57% Sold -1.10% shares Q3 2022 |
Portfolio share: 0.31% Portfolio value: 909K Avg. open price: $264.8 Current price: $320.08 P/L: +20.88% Bought +0.61% shares Q3 2022 |
Portfolio share: 0.29% Portfolio value: 861K Avg. open price: $30.35 Current price: $33.33 P/L: +9.81% Bought +3.03% shares Q3 2022 |
Portfolio share: 0.28% Portfolio value: 830K Avg. open price: $436.53 Current price: $535.04 P/L: +22.57% Sold -2.55% shares Q3 2022 |
Portfolio share: 0.28% Portfolio value: 818K Avg. open price: $445.73 Current price: $488.66 P/L: +9.63% Sold -3.35% shares Q3 2022 |
Portfolio share: 0.28% Portfolio value: 810K Avg. open price: $56.89 Current price: $50.4 P/L: -11.41% Bought +5.70% shares Q3 2022 |
Portfolio share: 0.27% Portfolio value: 798K Avg. open price: $70.26 Current price: $69.21 P/L: -1.49% Bought +53.94% shares Q3 2022 |
Portfolio share: 0.26% Portfolio value: 760K Avg. open price: $31.55 Current price: $50.73 P/L: +60.81% Bought +3.48% shares Q3 2022 |
Portfolio share: 0.26% Portfolio value: 754K Avg. open price: $130.08 Current price: $271.59 P/L: +108.78% Sold -2.10% shares Q3 2022 |
Portfolio share: 0.25% Portfolio value: 739K Avg. open price: $59.32 Current price: $56.6 P/L: -4.59% Bought +18.46% shares Q3 2022 |
Portfolio share: 0.25% Portfolio value: 726K Avg. open price: $33.84 Current price: $39.16 P/L: +15.73% Sold -7.31% shares Q3 2022 |
Portfolio share: 0.24% Portfolio value: 716K Avg. open price: $97.84 Current price: $151.65 P/L: +54.99% Sold -0.09% shares Q3 2022 |
Portfolio share: 0.23% Portfolio value: 684K Avg. open price: $29.75 Current price: $29.38 P/L: -1.24% Bought +1.34% shares Q3 2022 |
Portfolio share: 0.23% Portfolio value: 680K Avg. open price: $136.92 Current price: $131.37 P/L: -4.05% Bought +55.44% shares Q3 2022 |
Portfolio share: 0.23% Portfolio value: 669K Avg. open price: $27.96 Current price: $34.43 P/L: +23.15% Bought +10.50% shares Q3 2022 |
Portfolio share: 0.23% Portfolio value: 667K Avg. open price: $33.14 Current price: $50.36 P/L: +51.95% Bought +1.47% shares Q3 2022 |
Portfolio share: 0.22% Portfolio value: 650K Avg. open price: $53.99 Current price: $80.7 P/L: +49.47% Sold -3.43% shares Q3 2022 |
Portfolio share: 0.22% Portfolio value: 645K Avg. open price: $115 Current price: $149.09 P/L: +29.65% Bought +0.89% shares Q3 2022 |
Portfolio share: 0.21% Portfolio value: 630K Avg. open price: $202.47 Current price: $213.68 P/L: +5.54% Sold -1.80% shares Q3 2022 |
Portfolio share: 0.21% Portfolio value: 612K Avg. open price: $239.39 Current price: $292.93 P/L: +22.37% Bought +4.48% shares Q3 2022 |
Portfolio share: 0.20% Portfolio value: 591K Avg. open price: $126.72 Current price: $109.05 P/L: -13.95% Bought +1.81% shares Q3 2022 |
Portfolio share: 0.20% Portfolio value: 580K Avg. open price: $85.48 Current price: $78.74 P/L: -7.88% Bought +3.76% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 544K Avg. open price: $87.91 Current price: $87.19 P/L: -0.81% Sold -4.57% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 533K Avg. open price: $122.56 Current price: $177.39 P/L: +44.73% Bought +1.18% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 530K Avg. open price: $66.63 Current price: $85.15 P/L: +27.80% Sold -1.75% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 527K Avg. open price: $16.54 Current price: $15.16 P/L: -8.36% Sold -0.57% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 526K Avg. open price: $315.48 Current price: $356.09 P/L: +12.87% Bought +44.31% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 524K Avg. open price: N/A Current price: $64.89 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.17% Portfolio value: 513K Avg. open price: $64.49 Current price: $58.06 P/L: -9.98% Bought +11.88% shares Q3 2022 |
Portfolio share: 0.17% Portfolio value: 507K Avg. open price: $21.99 Current price: $20.44 P/L: -7.05% Bought +2.13% shares Q3 2022 |
Portfolio share: 0.17% Portfolio value: 495K Avg. open price: $148.07 Current price: $178.78 P/L: +20.74% Sold -9.82% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 468K Avg. open price: $20.31 Current price: $19.1 P/L: -5.96% Bought +8.81% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 467K Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.24% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 467K Avg. open price: $34.91 Current price: $31.08 P/L: -10.96% Bought +15.35% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 463K Avg. open price: $26.43 Current price: $28.16 P/L: +6.55% Bought +113.28% shares Q3 2022 |
Portfolio share: 0.15% Portfolio value: 451K Avg. open price: $65.19 Current price: $106.85 P/L: +63.91% Sold -0.19% shares Q2 2022 |
Portfolio share: 0.15% Portfolio value: 451K Avg. open price: $36.54 Current price: $72 P/L: +97.06% Sold -8.50% shares Q4 2021 |
Portfolio share: 0.15% Portfolio value: 444K Avg. open price: $79.38 Current price: $105.38 P/L: +32.76% Sold -0.65% shares Q3 2022 |
Portfolio share: 0.15% Portfolio value: 442K Avg. open price: $25.15 Current price: $24.66 P/L: -1.93% Bought +8.14% shares Q3 2022 |
Portfolio share: 0.15% Portfolio value: 441K Avg. open price: $164.5 Current price: $206.18 P/L: +25.34% Sold -1.80% shares Q3 2022 |
Portfolio share: 0.15% Portfolio value: 439K Avg. open price: $331.78 Current price: $367.34 P/L: +10.72% Bought +2.85% shares Q3 2022 |
Portfolio share: 0.15% Portfolio value: 438K Avg. open price: $42.41 Current price: $63.47 P/L: +49.66% Sold -4.17% shares Q3 2022 |
Portfolio share: 0.15% Portfolio value: 437K Avg. open price: $40.07 Current price: $65.31 P/L: +62.99% Sold -6.06% shares Q4 2021 |
Portfolio share: 0.15% Portfolio value: 430K Avg. open price: $103.97 Current price: $104.36 P/L: +0.37% Sold -4.89% shares Q3 2022 |
Portfolio share: 0.14% Portfolio value: 399K Avg. open price: $218.23 Current price: $199.98 P/L: -8.36% Bought +12.77% shares Q3 2022 |
Portfolio share: 0.13% Portfolio value: 391K Avg. open price: $10.29 Current price: $12.18 P/L: +18.42% Bought +7.11% shares Q2 2022 |
Portfolio share: 0.13% Portfolio value: 388K Avg. open price: $216.91 Current price: $237.9 P/L: +9.68% Sold -11.53% shares Q3 2022 |
Portfolio share: 0.13% Portfolio value: 380K Avg. open price: $30.21 Current price: $39.92 P/L: +32.16% Sold -6.01% shares Q4 2021 |
Portfolio share: 0.12% Portfolio value: 359K Avg. open price: $21.19 Current price: $24.47 P/L: +15.49% Bought +12.27% shares Q2 2022 |
Portfolio share: 0.12% Portfolio value: 358K Avg. open price: $56.42 Current price: $42.47 P/L: -24.73% Bought +5.34% shares Q2 2022 |
Portfolio share: 0.12% Portfolio value: 349K Avg. open price: $604.49 Current price: $530.64 P/L: -12.22% Bought +6.07% shares Q3 2022 |
Portfolio share: 0.12% Portfolio value: 343K Avg. open price: $64.8 Current price: $93.32 P/L: +44.01% Bought +1.59% shares Q3 2022 |
Portfolio share: 0.11% Portfolio value: 338K Avg. open price: N/A Current price: N/A P/L: N/A Sold -53.23% shares Q3 2022 |
Portfolio share: 0.11% Portfolio value: 337K Avg. open price: $42.64 Current price: $49.33 P/L: +15.69% Bought +62.01% shares Q3 2022 |
Portfolio share: 0.11% Portfolio value: 334K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 327K Avg. open price: $46.8 Current price: $51.78 P/L: +10.65% Bought +0.34% shares Q2 2022 |
Portfolio share: 0.11% Portfolio value: 320K Avg. open price: $174.01 Current price: $211.06 P/L: +21.29% Sold -0.61% shares Q3 2022 |
Portfolio share: 0.11% Portfolio value: 310K Avg. open price: $10.8 Current price: $9.27 P/L: -14.18% Bought +23.01% shares Q3 2022 |
Portfolio share: 0.10% Portfolio value: 287K Avg. open price: N/A Current price: N/A P/L: N/A Sold -4.47% shares Q3 2022 |
Portfolio share: 0.10% Portfolio value: 286K Avg. open price: $109.21 Current price: $109.62 P/L: +0.37% Bought +6.00% shares Q3 2022 |
Portfolio share: 0.10% Portfolio value: 285K Avg. open price: $196.2 Current price: $264.32 P/L: +34.72% Sold -0.39% shares Q3 2022 |
Portfolio share: 0.09% Portfolio value: 271K Avg. open price: N/A Current price: N/A P/L: N/A Sold -21.52% shares Q3 2022 |
Portfolio share: 0.09% Portfolio value: 269K Avg. open price: $49.06 Current price: $35.15 P/L: -28.35% Sold -3.17% shares Q3 2022 |
Portfolio share: 0.09% Portfolio value: 267K Avg. open price: $164.44 Current price: $232.57 P/L: +41.43% Sold -0.31% shares Q3 2022 |
Portfolio share: 0.09% Portfolio value: 257K Avg. open price: $298.7 Current price: $490.67 P/L: +64.27% Bought +0.76% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 245K Avg. open price: N/A Current price: $179.26 P/L: N/A Sold -5.69% shares Q4 2021 |
Portfolio share: 0.08% Portfolio value: 239K Avg. open price: $30.39 Current price: $44.15 P/L: +45.28% Sold -3.94% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 238K Avg. open price: $157.59 Current price: $95.93 P/L: -39.13% Sold -2.89% shares Q2 2022 |
Portfolio share: 0.08% Portfolio value: 238K Avg. open price: N/A Current price: $215.43 P/L: N/A N/A Q4 2021 |
Portfolio share: 0.08% Portfolio value: 233K Avg. open price: $17.61 Current price: $24.48 P/L: +39.02% Sold -3.19% shares Q4 2021 |
Portfolio share: 0.08% Portfolio value: 233K Avg. open price: N/A Current price: $23.8 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.08% Portfolio value: 230K Avg. open price: $74.63 Current price: $78.6 P/L: +5.32% Sold -6.29% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 229K Avg. open price: $18.7 Current price: $14.19 P/L: -24.13% Bought +6.00% shares Q2 2022 |
Portfolio share: 0.08% Portfolio value: 228K Avg. open price: $98.09 Current price: $90.83 P/L: -7.40% Sold -23.20% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 228K Avg. open price: $2,405.26 Current price: $91.02 P/L: -96.22% Sold -53.88% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 227K Avg. open price: $53.28 Current price: $75.28 P/L: +41.29% Sold -3.97% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 226K Avg. open price: $12.8 Current price: $12.17 P/L: -4.93% Bought +42.31% shares Q2 2022 |
Portfolio share: 0.08% Portfolio value: 224K Avg. open price: $52.72 Current price: $49.88 P/L: -5.38% Bought +0.41% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 224K Avg. open price: $30.37 Current price: $49.07 P/L: +61.58% Bought +1.02% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 223K Avg. open price: N/A Current price: $31.75 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.08% Portfolio value: 222K Avg. open price: $86.84 Current price: $79.43 P/L: -8.53% Sold -2.42% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 220K Avg. open price: $136.52 Current price: $123.3 P/L: -9.68% Bought +18.96% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 218K Avg. open price: N/A Current price: $106.17 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.07% Portfolio value: 211K Avg. open price: $49.73 Current price: $110.01 P/L: +121.22% Sold -1.01% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 209K Avg. open price: $35.78 Current price: $28.44 P/L: -20.50% Bought +8.98% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 206K Avg. open price: $388.63 Current price: $350.31 P/L: -9.86% Bought +11.61% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 197K Avg. open price: $11.09 Current price: $16.46 P/L: +48.43% Bought +5.31% shares Q4 2021 |
Portfolio share: 0.07% Portfolio value: 197K Avg. open price: $21.93 Current price: $23.18 P/L: +5.70% Bought +0.35% shares Q2 2022 |
Portfolio share: 0.07% Portfolio value: 196K Avg. open price: $21.06 Current price: $17.37 P/L: -17.54% Sold -6.24% shares Q2 2022 |
Portfolio share: 0.06% Portfolio value: 184K Avg. open price: N/A Current price: $17.46 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.06% Portfolio value: 184K Avg. open price: $12.69 Current price: $11.71 P/L: -7.74% Bought +13.18% shares Q3 2022 |
Portfolio share: 0.06% Portfolio value: 182K Avg. open price: $4.4 Current price: $4.8 P/L: +9.10% Bought +0.23% shares Q3 2022 |
Portfolio share: 0.06% Portfolio value: 170K Avg. open price: $5.39 Current price: $1.56 P/L: -71.04% Bought +14.88% shares Q3 2022 |
Portfolio share: 0.06% Portfolio value: 164K Avg. open price: $3.91 Current price: $2.78 P/L: -28.96% Sold -6.15% shares Q3 2022 |
Portfolio share: 0.05% Portfolio value: 154K Avg. open price: $5.44 Current price: $5.66 P/L: +3.99% Bought +21.99% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 14K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q4 2021 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $74.93 Current price: $75.4 P/L: +0.63% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $94.74 Current price: $76.03 P/L: -19.75% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $113.85 Current price: $156.13 P/L: +37.14% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $200.63 Current price: $124.63 P/L: -37.88% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.26 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $211.89 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $81.24 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $91.16 Current price: $91.45 P/L: +0.32% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $98.63 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $7.3 Current price: $11.08 P/L: +51.80% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $369.29 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $44.21 Current price: $48.11 P/L: +8.81% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $219.88 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $39.94 Current price: $39.09 P/L: -2.14% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $2,059.23 Current price: $99.87 P/L: -95.15% Sold -100.00% shares Q3 2022 |
Showing TOP 148 GOULD ASSET MANAGEMENT LLC /CA/'s 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of GOULD ASSET MANAGEMENT LLC /CA/?
The biggest position of the GOULD ASSET MANAGEMENT LLC /CA/ is SPDR S&P 500 ETF Trust (SPY) with 33.39% portfolio share worth of 98.35M US dollars.
Top 5 GOULD ASSET MANAGEMENT LLC /CA/'s holdings represent 49.73% of the portfolio:
- SPDR S&P 500 ETF Trust (SPY) – 33.39%
- Vanguard Short-Term Corporate Bond Index Fund (VCSH) – 4.77%
- iShares 20+ Year Treasury Bond ETF (TLT) – 4.37%
- Invesco Taxable Municipal Bond ETF (BAB) – 3.64%
- iShares Core S&P 500 ETF (IVV) – 3.56%
Who is the portfolio manager of GOULD ASSET MANAGEMENT LLC /CA/?
The portfolio manager of the GOULD ASSET MANAGEMENT LLC /CA/ is .
What is the total asset value of the GOULD ASSET MANAGEMENT LLC /CA/ portfolio?
GOULD ASSET MANAGEMENT LLC /CA/ total asset value (portfolio value) is 294.55M US dollars.
Who is ?
is the portfolio manager of the GOULD ASSET MANAGEMENT LLC /CA/.
What is (GOULD ASSET MANAGEMENT LLC /CA/) fund performance?
GOULD ASSET MANAGEMENT LLC /CA/'s quarterly performance is -7.74%, annualy -24.15%. In the past 3 years, the value of 's portfolio has decreased by -1%. In the past 5 years, the value of the portfolio has increased by +12%.
What is the GOULD ASSET MANAGEMENT LLC /CA/ CIK?
GOULD ASSET MANAGEMENT LLC /CA/'s Central Index Key is 0001091961 .