SPW
Sonoma Private Wealth’s Goldman Sachs JUST US Large Cap Equity ETF JUST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
10,006
-441
| -4% | -$38.8K | 1.08% | 24 |
|
|
2025
Q1 | $831K | Sell |
10,447
-77
| -0.7% | -$6.12K | 1.15% | 24 |
|
|
2024
Q4 | $875K | Sell |
10,524
-619
| -6% | -$51.5K | 1.41% | 22 |
|
|
2024
Q3 | $913K | Sell |
11,143
-227
| -2% | -$18.6K | 1.42% | 19 |
|
|
2024
Q2 | $888K | Hold |
11,370
| – | – | 1.44% | 17 |
|
|
2024
Q1 | $853K | Buy |
11,370
+704
| +7% | +$52.8K | 1.37% | 19 |
|
|
2023
Q4 | $725K | Buy |
10,666
+433
| +4% | +$29.4K | 1.2% | 26 |
|
|
2023
Q3 | $623K | Buy |
10,233
+200
| +2% | +$12.2K | 1.14% | 30 |
|
|
2023
Q2 | $634K | Sell |
10,033
-234
| -2% | -$14.8K | 1.11% | 29 |
|
|
2023
Q1 | $602K | Buy |
10,267
+2,606
| +34% | +$153K | 1.2% | 31 |
|
|
2022
Q4 | $423K | Buy |
+7,661
| New | +$423K | 0.94% | 34 |
|