DWM
Dopkins Wealth Management’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 | $2.07M | Sell |
17,077
-667
| -4% | -$81K | 0.93% | 26 |
|
|
2025
Q1 | $1.95M | Buy |
17,744
+2,619
| +17% | +$288K | 0.99% | 24 |
|
|
2024
Q4 | $1.74M | Buy |
15,125
+11,914
| +371% | +$1.37M | 0.89% | 23 |
|
|
2024
Q3 | $363K | Buy |
3,211
+307
| +11% | +$34.7K | 0.29% | 37 |
|
|
2024
Q2 | $311K | Buy |
2,904
+9
| +0.3% | +$962 | 0.19% | 58 |
|
|
2024
Q1 | $301K | Buy |
2,895
+322
| +13% | +$33.4K | 0.18% | 60 |
|
|
2023
Q4 | $241K | Buy |
+2,573
| New | +$241K | 0.19% | 41 |
|