Financial Partners Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.04M | Buy |
50,570
+8,380
| +20% | +$836K | 1.12% | 30 |
|
|
2022
Q3 | $4.21M | Sell |
42,190
-18,716
| -31% | -$1.87M | 1% | 35 |
|
|
2022
Q2 | $6.08M | Sell |
60,906
-5,215
| -8% | -$521K | 1.31% | 26 |
|
|
2022
Q1 | $6.61M | Sell |
66,121
-9,676
| -13% | -$967K | 1.23% | 31 |
|
|
2021
Q4 | $7.58M | Sell |
75,797
-22,290
| -23% | -$2.23M | 1.34% | 29 |
|
|
2021
Q3 | $9.82M | Sell |
98,087
-15,440
| -14% | -$1.55M | 1.79% | 21 |
|
|
2021
Q2 | $11.4M | Sell |
113,527
-19,845
| -15% | -$1.99M | 2.09% | 18 |
|
|
2021
Q1 | $13.4M | Sell |
133,372
-9,915
| -7% | -$993K | 2.7% | 12 |
|
|
2020
Q4 | $14.3M | Sell |
143,287
-1,995
| -1% | -$200K | 3.27% | 9 |
|
|
2020
Q3 | $14.6M | Sell |
145,282
-3,670
| -2% | -$369K | 3.88% | 5 |
|
|
2020
Q2 | $15M | Sell |
148,952
-5,795
| -4% | -$582K | 4.31% | 4 |
|
|
2020
Q1 | $15.6M | Buy |
+154,747
| New | +$15.6M | 4.98% | 1 |
|