Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-102,035
| Closed | -$10.2M | – | 64 |
|
|
2023
Q3 | $10.2M | Sell |
102,035
-982
| -1% | -$98.3K | 4.58% | 6 |
|
|
2023
Q2 | $10.3M | Sell |
103,017
-2,131
| -2% | -$213K | 4.93% | 6 |
|
|
2023
Q1 | $10.5M | Sell |
105,148
-133,671
| -56% | -$13.4M | 4.99% | 5 |
|
|
2022
Q4 | $23.8M | Buy |
238,819
+17,398
| +8% | +$1.73M | 10.87% | 1 |
|
|
2022
Q3 | $22.1M | Buy |
+221,421
| New | +$22.1M | 13.54% | 1 |
|