Concord Wealth Partners’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 |
-15
| Closed | -$1.5K | – | 950 |
|
|
2024
Q3 | $1.5K | Hold |
15
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $1.5K | Hold |
15
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $1.51K | Sell |
15
-2
| -12% | -$202 | ﹤0.01% | 771 |
|
|
2023
Q4 | $1.7K | Buy |
17
+11
| +183% | +$1.1K | ﹤0.01% | 731 |
|
|
2023
Q3 | $601 | Buy |
+6
| New | +$601 | ﹤0.01% | 975 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$5.48K | – | 1089 |
|
|
2022
Q4 | $5.48K | Buy |
+55
| New | +$5.48K | ﹤0.01% | 739 |
|