Guardian Wealth Advisors (North Carolina)’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
294,193
+22,040
| +8% | +$1.8M | 1.69% | 13 |
|
|
2025
Q1 | $20.7M | Buy |
272,153
+7,968
| +3% | +$606K | 1.66% | 13 |
|
|
2024
Q4 | $20.4M | Buy |
264,185
+167,293
| +173% | +$12.9M | 1.61% | 14 |
|
|
2024
Q3 | $7.51M | Sell |
96,892
-1,207
| -1% | -$93.5K | 0.8% | 22 |
|
|
2024
Q2 | $6.98M | Buy |
98,099
+4,034
| +4% | +$287K | 0.82% | 23 |
|
|
2024
Q1 | $6.85M | Buy |
94,065
+5,629
| +6% | +$410K | 0.84% | 20 |
|
|
2023
Q4 | $5.93M | Buy |
+88,436
| New | +$5.93M | 0.9% | 20 |
|