SWA
Sax Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
10,563
+7,079
| +203% | +$859K | 0.08% | 147 |
|
|
2025
Q1 | $384K | Buy |
3,484
+246
| +8% | +$27.1K | 0.03% | 252 |
|
|
2024
Q4 | $373K | Sell |
3,238
-40
| -1% | -$4.61K | 0.03% | 235 |
|
|
2024
Q3 | $370K | Buy |
3,278
+1
| +0% | +$113 | 0.03% | 198 |
|
|
2024
Q2 | $350K | Buy |
3,277
+131
| +4% | +$14K | 0.03% | 185 |
|
|
2024
Q1 | $326K | Buy |
3,146
+200
| +7% | +$20.8K | 0.04% | 142 |
|
|
2023
Q4 | $276K | Buy |
+2,946
| New | +$276K | 0.05% | 156 |
|