Capital Advisors Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
14,491
+2,023
+16% +$165K 0.19% 67
2025
Q1
$948K Buy
12,468
+670
+6% +$50.9K 0.17% 68
2024
Q4
$911K Buy
11,798
+2,630
+29% +$203K 0.16% 68
2024
Q3
$710K Buy
9,168
+5,775
+170% +$447K 0.13% 78
2024
Q2
$241K Buy
+3,393
New +$241K 0.05% 135