Bridgewealth Advisory Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,775
| Closed | -$679K | – | 117 |
|
2024
Q3 | $679K | Hold |
6,775
| – | – | 0.25% | 46 |
|
2024
Q2 | $678K | Sell |
6,775
-12,050
| -64% | -$1.21M | 0.3% | 42 |
|
2024
Q1 | $1.9M | Sell |
18,825
-6,988
| -27% | -$705K | 0.93% | 27 |
|
2023
Q4 | $2.57M | Sell |
25,813
-2,031
| -7% | -$203K | 1.97% | 15 |
|
2023
Q3 | $2.79M | Sell |
27,844
-2,105
| -7% | -$211K | 3.42% | 7 |
|
2023
Q2 | $3M | Buy |
29,949
+2,930
| +11% | +$293K | 4.87% | 6 |
|
2023
Q1 | $2.71M | Buy |
+27,019
| New | +$2.71M | 4.99% | 6 |
|