Carson Wealth (CWM LLC)’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
10,423
+1,266
| +14% | +$154K | ﹤0.01% | 1143 |
|
|
2025
Q1 | $1.01M | Buy |
9,157
+3,330
| +57% | +$367K | ﹤0.01% | 1121 |
|
|
2024
Q4 | $671K | Buy |
5,827
+1,022
| +21% | +$118K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $543K | Sell |
4,805
-376
| -7% | -$42.5K | ﹤0.01% | 1284 |
|
|
2024
Q2 | $554K | Sell |
5,181
-2,022
| -28% | -$216K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $748K | Sell |
7,203
-315
| -4% | -$32.7K | ﹤0.01% | 976 |
|
|
2023
Q4 | $705K | Sell |
7,518
-293
| -4% | -$27.5K | ﹤0.01% | 941 |
|
|
2023
Q3 | $658K | Buy |
7,811
+967
| +14% | +$81.5K | ﹤0.01% | 888 |
|
|
2023
Q2 | $597K | Sell |
6,844
-1,962
| -22% | -$171K | ﹤0.01% | 881 |
|
|
2023
Q1 | $715K | Buy |
8,806
+3,110
| +55% | +$253K | ﹤0.01% | 770 |
|
|
2022
Q4 | $434K | Sell |
5,696
-774
| -12% | -$59K | ﹤0.01% | 853 |
|
|
2022
Q3 | $459K | Buy |
6,470
+774
| +14% | +$54.9K | ﹤0.01% | 773 |
|
|
2022
Q2 | $427K | Buy |
5,696
+70
| +1% | +$5.25K | ﹤0.01% | 781 |
|
|
2022
Q1 | $501K | Hold |
5,626
| – | – | ﹤0.01% | 729 |
|
|
2021
Q4 | $535K | Buy |
+5,626
| New | +$535K | ﹤0.01% | 707 |
|
|
2021
Q2 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2021
Q1 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2020
Q4 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2020
Q3 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2020
Q2 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2020
Q1 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2019
Q4 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2019
Q3 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2019
Q2 | $468K | Hold |
5,444
| – | – | ﹤0.01% | 688 |
|
|
2019
Q1 | $468K | Buy |
5,444
+2,186
| +67% | +$188K | ﹤0.01% | 688 |
|
|
2018
Q4 | $164K | Sell |
3,258
-232
| -7% | -$11.7K | ﹤0.01% | 640 |
|
|
2018
Q3 | $205K | Buy |
3,490
+613
| +21% | +$36K | 0.01% | 510 |
|
|
2018
Q2 | $158K | Buy |
+2,877
| New | +$158K | 0.01% | 458 |
|