KWM
Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,978
-8,938
| -75% | -$895K | 0.01% | 945 |
|
|
2025
Q1 | $1.19M | Sell |
11,916
-5,588
| -32% | -$560K | 0.02% | 502 |
|
|
2024
Q4 | $1.75M | Sell |
17,504
-674
| -4% | -$67.3K | 0.03% | 416 |
|
|
2024
Q3 | $1.82M | Sell |
18,178
-1,369
| -7% | -$137K | 0.04% | 393 |
|
|
2024
Q2 | $1.96M | Buy |
19,547
+1,916
| +11% | +$192K | 0.05% | 352 |
|
|
2024
Q1 | $1.78M | Buy |
17,631
+3,722
| +27% | +$376K | 0.04% | 365 |
|
|
2023
Q4 | $1.39M | Buy |
13,909
+8,998
| +183% | +$897K | 0.04% | 369 |
|
|
2023
Q3 | $492K | Sell |
4,911
-8,094
| -62% | -$810K | 0.02% | 622 |
|
|
2023
Q2 | $1.3M | Sell |
13,005
-12,730
| -49% | -$1.27M | 0.05% | 330 |
|
|
2023
Q1 | $2.58M | Sell |
25,735
-26,622
| -51% | -$2.67M | 0.11% | 200 |
|
|
2022
Q4 | $5.22M | Buy |
52,357
+44,357
| +554% | +$4.42M | 0.23% | 110 |
|
|
2022
Q3 | $799K | Buy |
+8,000
| New | +$799K | 0.04% | 383 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$200K | – | 865 |
|
|
2021
Q2 | $200K | Hold |
2,000
| – | – | 0.01% | 828 |
|
|
2021
Q1 | $200K | Hold |
2,000
| – | – | 0.01% | 774 |
|
|
2020
Q4 | $200K | Sell |
2,000
-474
| -19% | -$47.4K | 0.01% | 663 |
|
|
2020
Q3 | $248K | Sell |
2,474
-2,926
| -54% | -$293K | 0.02% | 518 |
|
|
2020
Q2 | $543K | Hold |
5,400
| – | – | 0.05% | 317 |
|
|
2020
Q1 | $544K | Buy |
5,400
+3,250
| +151% | +$327K | 0.07% | 255 |
|
|
2019
Q4 | $215K | Hold |
2,150
| – | – | 0.03% | 430 |
|
|
2019
Q3 | $216K | Sell |
2,150
-85
| -4% | -$8.54K | 0.03% | 395 |
|
|
2019
Q2 | $224K | Hold |
2,235
| – | – | 0.04% | 373 |
|
|
2019
Q1 | $224K | Sell |
2,235
-812
| -27% | -$81.4K | 0.03% | 410 |
|
|
2018
Q4 | $305K | Hold |
3,047
| – | – | 0.07% | 284 |
|
|
2018
Q3 | $305K | Sell |
3,047
-1,329
| -30% | -$133K | 0.06% | 286 |
|
|
2018
Q2 | $438K | Hold |
4,376
| – | – | 0.1% | 208 |
|
|
2018
Q1 | $438K | Sell |
4,376
-977
| -18% | -$97.8K | 0.11% | 214 |
|
|
2017
Q4 | $535K | Sell |
5,353
-1,659
| -24% | -$166K | 0.19% | 162 |
|
|
2017
Q3 | $702K | Buy |
+7,012
| New | +$702K | 0.31% | 97 |
|