Peak Financial Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,051
| Closed | -$790K | – | 92 |
|
|
2021
Q4 | $790K | Buy |
11,051
+1,879
| +20% | +$134K | 0.61% | 36 |
|
|
2021
Q3 | $613K | Buy |
9,172
+76
| +0.8% | +$5.08K | 0.54% | 34 |
|
|
2021
Q2 | $611K | Buy |
9,096
+5,629
| +162% | +$378K | 0.53% | 41 |
|
|
2021
Q1 | $216K | Sell |
3,467
-3,433
| -50% | -$214K | 0.18% | 67 |
|
|
2020
Q4 | $399K | Buy |
+6,900
| New | +$399K | 0.34% | 47 |
|