Congress Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
4,673
| – | – | ﹤0.01% | 1115 |
|
|
2025
Q1 | $236K | Hold |
4,673
| – | – | ﹤0.01% | 998 |
|
|
2024
Q4 | $235K | Buy |
4,673
+83
| +2% | +$4.17K | ﹤0.01% | 820 |
|
|
2024
Q3 | $232K | Sell |
4,590
-2,081
| -31% | -$105K | ﹤0.01% | 795 |
|
|
2024
Q2 | $336K | Buy |
+6,671
| New | +$336K | 0.01% | 590 |
|
|
2023
Q4 | – | Sell |
-8,241
| Closed | -$412K | – | 636 |
|
|
2023
Q3 | $412K | Buy |
8,241
+9
| +0.1% | +$449 | 0.01% | 481 |
|
|
2023
Q2 | $411K | Sell |
8,232
-1,222
| -13% | -$61K | 0.01% | 443 |
|
|
2023
Q1 | $472K | Buy |
9,454
+1,236
| +15% | +$61.7K | 0.01% | 424 |
|
|
2022
Q4 | $407K | Buy |
+8,218
| New | +$407K | 0.01% | 433 |
|
|
2022
Q1 | – | Sell |
-5,767
| Closed | -$291K | – | 614 |
|
|
2021
Q4 | $291K | Buy |
+5,767
| New | +$291K | 0.01% | 539 |
|