EWM
Evermay Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$99.9K | – | 681 |
|
|
2023
Q3 | $99.9K | Sell |
2,000
-17,480
| -90% | -$873K | 0.02% | 237 |
|
|
2023
Q2 | $972K | Sell |
19,480
-810
| -4% | -$40.4K | 0.19% | 57 |
|
|
2023
Q1 | $1.01M | Sell |
20,290
-9,537
| -32% | -$476K | 0.2% | 54 |
|
|
2022
Q4 | $1.48M | Sell |
29,827
-13,310
| -31% | -$661K | 0.3% | 38 |
|
|
2022
Q3 | $2.14M | Buy |
43,137
+6,162
| +17% | +$306K | 0.43% | 29 |
|
|
2022
Q2 | $1.84M | Sell |
36,975
-178
| -0.5% | -$8.88K | 0.36% | 31 |
|
|
2022
Q1 | $1.87M | Buy |
37,153
+23,093
| +164% | +$1.16M | 0.31% | 37 |
|
|
2021
Q4 | $710K | Buy |
14,060
+5,945
| +73% | +$300K | 0.13% | 66 |
|
|
2021
Q3 | $411K | Buy |
8,115
+5,765
| +245% | +$292K | 0.08% | 99 |
|
|
2021
Q2 | $119K | Buy |
+2,350
| New | +$119K | 0.02% | 211 |
|