HWM
Howard Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,650
| Closed | -$264K | – | 116 |
|
|
2022
Q3 | $264K | Buy |
+2,650
| New | +$264K | 0.19% | 96 |
|
|
2022
Q2 | – | Sell |
-6,305
| Closed | -$630K | – | 82 |
|
|
2022
Q1 | $630K | Sell |
6,305
-260
| -4% | -$26K | 0.34% | 63 |
|
|
2021
Q4 | $656K | Sell |
6,565
-1,820
| -22% | -$182K | 0.35% | 68 |
|
|
2021
Q3 | $839K | Sell |
8,385
-265
| -3% | -$26.5K | 0.47% | 58 |
|
|
2021
Q2 | $865K | Sell |
8,650
-1,000
| -10% | -$100K | 0.48% | 58 |
|
|
2021
Q1 | $966K | Sell |
9,650
-290
| -3% | -$29K | 0.56% | 50 |
|
|
2020
Q4 | $995K | Buy |
9,940
+465
| +5% | +$46.5K | 0.62% | 42 |
|
|
2020
Q3 | $951K | Buy |
9,475
+2,510
| +36% | +$252K | 0.68% | 40 |
|
|
2020
Q2 | $699K | Buy |
+6,965
| New | +$699K | 0.57% | 44 |
|