SW
SkyOak Wealth’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 | $4.08M | Buy |
33,647
+99
| +0.3% | +$12K | 0.82% | 36 |
|
|
2025
Q1 | $3.69M | Sell |
33,548
-790
| -2% | -$87K | 0.81% | 35 |
|
|
2024
Q4 | $3.96M | Sell |
34,338
-55
| -0.2% | -$6.34K | 0.85% | 33 |
|
|
2024
Q3 | $3.88M | Sell |
34,393
-4,270
| -11% | -$482K | 0.86% | 34 |
|
|
2024
Q2 | $4.13M | Sell |
38,663
-872
| -2% | -$93.3K | 0.97% | 29 |
|
|
2024
Q1 | $4.1M | Sell |
39,535
-1,976
| -5% | -$205K | 0.98% | 26 |
|
|
2023
Q4 | $3.89M | Sell |
41,511
-4,720
| -10% | -$443K | 1.01% | 25 |
|
|
2023
Q3 | $3.89M | Hold |
46,231
| – | – | 1.14% | 24 |
|
|
2023
Q2 | $4.04M | Buy |
46,231
+300
| +0.7% | +$26.2K | 1.14% | 22 |
|
|
2023
Q1 | $3.73M | Buy |
45,931
+3,789
| +9% | +$308K | 1.14% | 24 |
|
|
2022
Q4 | $3.21M | Sell |
42,142
-283
| -0.7% | -$21.5K | 1.08% | 26 |
|
|
2022
Q3 | $3.01M | Sell |
42,425
-1,974
| -4% | -$140K | 1.08% | 25 |
|
|
2022
Q2 | $3.33M | Sell |
44,399
-3,859
| -8% | -$289K | 1.14% | 27 |
|
|
2022
Q1 | $4.3M | Sell |
48,258
-2,000
| -4% | -$178K | 1.19% | 23 |
|
|
2021
Q4 | $4.78M | Buy |
50,258
+93
| +0.2% | +$8.85K | 1.22% | 21 |
|
|
2021
Q3 | $4.32M | Sell |
50,165
-500
| -1% | -$43K | 1.16% | 21 |
|
|
2021
Q2 | $4.36M | Hold |
50,665
| – | – | 1.17% | 19 |
|
|
2021
Q1 | $4.22M | Sell |
50,665
-4,750
| -9% | -$396K | 1.18% | 17 |
|
|
2020
Q4 | $4.19M | Hold |
55,415
| – | – | 1.3% | 18 |
|
|
2020
Q3 | $3.77M | Hold |
55,415
| – | – | 1.36% | 17 |
|
|
2020
Q2 | $3.47M | Sell |
55,415
-2,130
| -4% | -$133K | 1.28% | 18 |
|
|
2020
Q1 | $3M | Sell |
57,545
-7,051
| -11% | -$368K | 1.54% | 12 |
|
|
2019
Q4 | $4.18M | Buy |
+64,596
| New | +$4.18M | 1.29% | 14 |
|