LWS
Lucia Wealth Services’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $876K | Hold |
12,880
| – | – | 0.21% | 82 |
|
|
2020
Q2 | $806K | Hold |
12,880
| – | – | 0.21% | 78 |
|
|
2020
Q1 | $672K | Sell |
12,880
-1,850
| -13% | -$96.5K | 0.22% | 80 |
|
|
2019
Q4 | $953K | Buy |
14,730
+3,100
| +27% | +$201K | 0.29% | 65 |
|
|
2019
Q3 | $697K | Hold |
11,630
| – | – | 0.23% | 74 |
|
|
2019
Q2 | $683K | Hold |
11,630
| – | – | 0.24% | 70 |
|
|
2019
Q1 | $661K | Buy |
11,630
+3,000
| +35% | +$171K | 0.23% | 84 |
|
|
2018
Q4 | $434K | Sell |
8,630
-2,000
| -19% | -$101K | 0.2% | 80 |
|
|
2018
Q3 | $625K | Buy |
+10,630
| New | +$625K | 0.19% | 96 |
|