LWAC
Laurel Wealth Advisors (California)’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 | $818K | Sell |
8,207
-29,031
| -78% | -$2.89M | 0.08% | 258 |
|
|
2022
Q3 | $3.72M | Sell |
37,238
-368
| -1% | -$36.8K | 0.4% | 61 |
|
|
2022
Q2 | $3.75M | Sell |
37,606
-4,312
| -10% | -$430K | 0.38% | 65 |
|
|
2022
Q1 | $4.19M | Buy |
41,918
+1,427
| +4% | +$143K | 0.35% | 69 |
|
|
2021
Q4 | $4.05M | Buy |
40,491
+13,801
| +52% | +$1.38M | 0.31% | 78 |
|
|
2021
Q3 | $2.67M | Sell |
26,690
-4,126
| -13% | -$413K | 0.49% | 37 |
|
|
2021
Q2 | $3.09M | Buy |
30,816
+19,784
| +179% | +$1.98M | 0.4% | 55 |
|
|
2021
Q1 | $1.1M | Buy |
11,032
+5,843
| +113% | +$585K | 0.17% | 146 |
|
|
2020
Q4 | $520K | Buy |
5,189
+16
| +0.3% | +$1.6K | 0.08% | 240 |
|
|
2020
Q3 | $520K | Buy |
5,173
+3
| +0.1% | +$302 | 0.09% | 223 |
|
|
2020
Q2 | $520K | Sell |
5,170
-27,308
| -84% | -$2.75M | 0.1% | 213 |
|
|
2020
Q1 | $3.27M | Buy |
32,478
+28,182
| +656% | +$2.84M | 0.75% | 27 |
|
|
2019
Q4 | $430K | Buy |
+4,296
| New | +$430K | 0.07% | 273 |
|