Pacific Capital Wealth Advisors’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
Q1 | – | Sell |
-2,308
| Closed | -$230K | – | 89 |
|
|
2022
Q4 | $230K | Sell |
2,308
-2,308
| -50% | -$230K | 0.06% | 80 |
|
|
2022
Q3 | $461K | Sell |
4,616
-2,309
| -33% | -$231K | 0.13% | 59 |
|
|
2022
Q2 | $691K | Hold |
6,925
| – | – | 0.19% | 57 |
|
|
2022
Q1 | $692K | Hold |
6,925
| – | – | 0.2% | 59 |
|
|
2021
Q4 | $693K | Hold |
6,925
| – | – | 0.2% | 60 |
|
|
2021
Q3 | $693K | Hold |
6,925
| – | – | 0.22% | 58 |
|
|
2021
Q2 | $693K | Hold |
6,925
| – | – | 0.35% | 52 |
|
|
2021
Q1 | $693K | Sell |
6,925
-10,000
| -59% | -$1M | 0.39% | 45 |
|
|
2020
Q4 | $1.7M | Buy |
16,925
+10,000
| +144% | +$1M | 0.96% | 30 |
|
|
2020
Q3 | $695K | Buy |
+6,925
| New | +$695K | 0.41% | 42 |
|