GSWM
CACG
Golden State Wealth Management’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,550
| Closed | -$180K | – | 435 |
|
|
2020
Q3 | $180K | Buy |
+4,550
| New | +$180K | 0.06% | 200 |
|
|
2020
Q2 | – | Sell |
-8,300
| Closed | -$242K | – | 955 |
|
|
2020
Q1 | $242K | Buy |
+8,300
| New | +$242K | 0.11% | 129 |
|
|
2019
Q4 | – | Sell |
-4,150
| Closed | -$131K | – | 1004 |
|
|
2019
Q3 | $131K | Buy |
4,150
+1,950
| +89% | +$61.6K | 0.04% | 275 |
|
|
2019
Q2 | $69K | Buy |
2,200
+300
| +16% | +$9.41K | 0.02% | 394 |
|
|
2019
Q1 | $58K | Buy |
+1,900
| New | +$58K | 0.02% | 411 |
|