Heritage Wealth Management (Arizona)’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $54.7K | Buy |
718
+359
| +100% | +$27.3K | 0.01% | 487 |
|
2022
Q3 | $25K | Buy |
+359
| New | +$25K | 0.01% | 495 |
|
2022
Q2 | – | Sell |
-290
| Closed | -$26K | – | 1017 |
|
2022
Q1 | $26K | Buy |
+290
| New | +$26K | 0.01% | 557 |
|
2021
Q3 | $63K | Sell |
727
-475
| -40% | -$41.2K | 0.02% | 418 |
|
2021
Q2 | $103K | Sell |
1,202
-178
| -13% | -$15.3K | 0.04% | 335 |
|
2021
Q1 | $109K | Buy |
+1,380
| New | +$109K | 0.06% | 236 |
|