Planning Capital Management Corporation’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
2024
Q3
$569K Sell
5,676
-2,712
-32% -$272K 0.38% 49
2024
Q2
$839K Sell
8,388
-152
-2% -$15.2K 0.59% 36
2024
Q1
$862K Buy
8,540
+3,444
+68% +$347K 0.63% 35
2023
Q4
$508K Buy
+5,096
New +$508K 0.4% 40