Legacy Capital Wealth Partners’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
-4,769
Closed -$477K 294
2023
Q3
$477K Buy
+4,769
New +$477K 0.13% 151
2023
Q2
Sell
-5,114
Closed -$512K 109
2023
Q1
$512K Buy
+5,114
New +$512K 0.14% 137