SMFS
Squar Milner Financial Services’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,924
| Closed | -$1.3M | – | 68 |
|
|
2020
Q2 | $1.3M | Buy |
+12,924
| New | +$1.3M | 0.74% | 27 |
|
|
2020
Q1 | – | Sell |
-4,364
| Closed | -$437K | – | 807 |
|
|
2019
Q4 | $437K | Sell |
4,364
-10,099
| -70% | -$1.01M | 0.22% | 104 |
|
|
2019
Q3 | $1.45M | Sell |
14,463
-3,758
| -21% | -$378K | 0.74% | 29 |
|
|
2019
Q2 | $1.83M | Sell |
18,221
-380
| -2% | -$38.1K | 1.23% | 11 |
|
|
2019
Q1 | $1.87M | Buy |
18,601
+2,032
| +12% | +$204K | 1.38% | 11 |
|
|
2018
Q4 | $1.66M | Buy |
16,569
+2,757
| +20% | +$276K | 1.59% | 8 |
|
|
2018
Q3 | $1.38M | Buy |
13,812
+3,046
| +28% | +$305K | 1.24% | 15 |
|
|
2018
Q2 | $1.08M | Hold |
10,766
| – | – | 0.95% | 19 |
|
|
2018
Q1 | $1.08M | Hold |
10,766
| – | – | 1.36% | 14 |
|
|
2017
Q4 | $1.08M | Buy |
+10,766
| New | +$1.08M | 1.31% | 16 |
|