MWM
Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.46M | Sell |
82,175
-1,372
| -2% | -$158K | 0.39% | 34 |
|
|
2024
Q3 | $9.44M | Sell |
83,547
-2,466
| -3% | -$279K | 0.38% | 33 |
|
|
2024
Q2 | $9.2M | Buy |
86,013
+363
| +0.4% | +$38.8K | 0.4% | 30 |
|
|
2024
Q1 | $8.89M | Sell |
85,650
-4,626
| -5% | -$480K | 0.4% | 27 |
|
|
2023
Q4 | $8.48M | Sell |
90,276
-2,302
| -2% | -$216K | 0.41% | 27 |
|
|
2023
Q3 | $7.8M | Sell |
92,578
-1,437
| -2% | -$121K | 0.4% | 32 |
|
|
2023
Q2 | $8.21M | Sell |
94,015
-4,602
| -5% | -$402K | 0.4% | 31 |
|
|
2023
Q1 | $8.01M | Sell |
98,617
-1,887
| -2% | -$153K | 0.41% | 29 |
|
|
2022
Q4 | $7.66M | Buy |
100,504
+91,793
| +1,054% | +$7M | 0.39% | 33 |
|
|
2022
Q3 | $619K | Buy |
+8,711
| New | +$619K | 0.04% | 89 |
|