EisnerAmper Wealth Management Corporate Benefits’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $291K | Sell |
2,913
-32,619
| -92% | -$3.26M | 0.11% | 58 |
|
2023
Q3 | $3.56M | Sell |
35,532
-24,171
| -40% | -$2.42M | 1.59% | 22 |
|
2023
Q2 | $5.98M | Sell |
59,703
-919
| -2% | -$92K | 2.86% | 13 |
|
2023
Q1 | $6.07M | Buy |
60,622
+51,493
| +564% | +$5.16M | 2.94% | 11 |
|
2022
Q4 | $910K | Sell |
9,129
-270
| -3% | -$26.9K | 0.46% | 35 |
|
2022
Q3 | $939K | Sell |
9,399
-150
| -2% | -$15K | 0.54% | 30 |
|
2022
Q2 | $953K | Buy |
9,549
+155
| +2% | +$15.5K | 0.51% | 31 |
|
2022
Q1 | $939K | Sell |
9,394
-850
| -8% | -$85K | 0.45% | 33 |
|
2021
Q4 | $1.03M | Sell |
10,244
-348
| -3% | -$34.8K | 0.47% | 31 |
|
2021
Q3 | $1.06M | Buy |
10,592
+1,777
| +20% | +$178K | 0.53% | 34 |
|
2021
Q2 | $882K | Buy |
8,815
+217
| +3% | +$21.7K | 0.45% | 31 |
|
2021
Q1 | $861K | Buy |
8,598
+5
| +0.1% | +$501 | 0.46% | 32 |
|
2020
Q4 | $860K | Buy |
8,593
+191
| +2% | +$19.1K | 0.49% | 30 |
|
2020
Q3 | $844K | Buy |
8,402
+439
| +6% | +$44.1K | 0.55% | 30 |
|
2020
Q2 | $800K | Sell |
7,963
-175
| -2% | -$17.6K | 0.55% | 29 |
|
2020
Q1 | $820K | Buy |
8,138
+199
| +3% | +$20.1K | 0.56% | 25 |
|
2019
Q4 | $795K | Buy |
7,939
+287
| +4% | +$28.7K | 0.55% | 24 |
|
2019
Q3 | $768K | Buy |
7,652
+315
| +4% | +$31.6K | 0.56% | 25 |
|
2019
Q2 | $736K | Sell |
7,337
-26
| -0.4% | -$2.61K | 0.55% | 25 |
|
2019
Q1 | $738K | Buy |
7,363
+148
| +2% | +$14.8K | 0.55% | 27 |
|
2018
Q4 | $722K | Buy |
+7,215
| New | +$722K | 0.62% | 24 |
|