Laidlaw Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,390
| Closed | -$1.44M | – | 88 |
|
|
2024
Q4 | $1.44M | Buy |
14,390
+102
| +0.7% | +$10.2K | 0.63% | 44 |
|
|
2024
Q3 | $1.43M | Sell |
14,288
-3,125
| -18% | -$313K | 0.71% | 42 |
|
|
2024
Q2 | $1.74M | Sell |
17,413
-287
| -2% | -$28.7K | 0.96% | 26 |
|
|
2024
Q1 | $1.79M | Buy |
17,700
+2,110
| +14% | +$213K | 1% | 26 |
|
|
2023
Q4 | $1.55M | Buy |
15,590
+113
| +0.7% | +$11.3K | 0.57% | 45 |
|
|
2023
Q3 | $1.55M | Sell |
15,477
-723
| -4% | -$72.4K | 0.51% | 56 |
|
|
2023
Q2 | $1.62M | Sell |
16,200
-978
| -6% | -$97.9K | 0.32% | 84 |
|
|
2023
Q1 | $1.72M | Buy |
17,178
+88
| +0.5% | +$8.81K | 0.35% | 77 |
|
|
2022
Q4 | $1.7M | Sell |
17,090
-2,384
| -12% | -$238K | 0.37% | 77 |
|
|
2022
Q3 | $1.94M | Buy |
19,474
+33
| +0.2% | +$3.29K | 0.45% | 61 |
|
|
2022
Q2 | $1.94M | Sell |
19,441
-84
| -0.4% | -$8.39K | 0.4% | 76 |
|
|
2022
Q1 | $1.95M | Hold |
19,525
| – | – | 0.33% | 81 |
|
|
2021
Q4 | $1.95M | Buy |
+19,525
| New | +$1.95M | 0.31% | 86 |
|
|
2021
Q1 | – | Sell |
-23,325
| Closed | -$2.34M | – | 269 |
|
|
2020
Q4 | $2.34M | Buy |
23,325
+2,620
| +13% | +$262K | 0.49% | 57 |
|
|
2020
Q3 | $2.08M | Buy |
20,705
+4,590
| +28% | +$461K | 0.92% | 23 |
|
|
2020
Q2 | $1.62M | Buy |
+16,115
| New | +$1.62M | 0.85% | 34 |
|