DWM
Dopkins Wealth Management’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Sell |
23,386
-834
| -3% | -$33.1K | 0.42% | 41 |
|
|
2025
Q1 | $863K | Sell |
24,220
-376
| -2% | -$13.4K | 0.44% | 42 |
|
|
2024
Q4 | $820K | Buy |
24,596
+14,234
| +137% | +$475K | 0.42% | 41 |
|
|
2024
Q3 | $375K | Sell |
10,362
-19,187
| -65% | -$694K | 0.3% | 34 |
|
|
2024
Q2 | $994K | Sell |
29,549
-1,352
| -4% | -$45.5K | 0.6% | 26 |
|
|
2024
Q1 | $1.06M | Buy |
30,901
+635
| +2% | +$21.8K | 0.64% | 21 |
|
|
2023
Q4 | $989K | Buy |
30,266
+2,280
| +8% | +$74.5K | 0.77% | 19 |
|
|
2023
Q3 | $840K | Buy |
27,986
+128
| +0.5% | +$3.84K | 0.64% | 20 |
|
|
2023
Q2 | $873K | Sell |
27,858
-497
| -2% | -$15.6K | 0.78% | 17 |
|
|
2023
Q1 | $874K | Buy |
28,355
+1,140
| +4% | +$35.1K | 0.82% | 17 |
|
|
2022
Q4 | $783K | Buy |
27,215
+6,638
| +32% | +$191K | 0.69% | 22 |
|
|
2022
Q3 | $509K | Sell |
20,577
-644
| -3% | -$15.9K | 0.57% | 22 |
|
|
2022
Q2 | $589K | Sell |
21,221
-2,033
| -9% | -$56.4K | 0.64% | 16 |
|
|
2022
Q1 | $761K | Buy |
23,254
+1,293
| +6% | +$42.3K | 0.83% | 14 |
|
|
2021
Q4 | $775K | Buy |
+21,961
| New | +$775K | 0.76% | 16 |
|