Sugarloaf Wealth Management’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
Q4 | $103K | Hold |
1,029
| – | – | 0.02% | 230 |
|
|
2024
Q3 | $103K | Sell |
1,029
-529
| -34% | -$53K | 0.02% | 235 |
|
|
2024
Q2 | $156K | Buy |
1,558
+1
| +0.1% | +$100 | 0.03% | 188 |
|
|
2024
Q1 | $157K | Sell |
1,557
-495
| -24% | -$49.9K | 0.03% | 183 |
|
|
2023
Q4 | $205K | Buy |
2,052
+503
| +32% | +$50.2K | 0.05% | 133 |
|
|
2023
Q3 | $155K | Sell |
1,549
-496
| -24% | -$49.7K | 0.04% | 162 |
|
|
2023
Q2 | $205K | Sell |
2,045
-793
| -28% | -$79.4K | 0.05% | 136 |
|
|
2023
Q1 | $284K | Buy |
2,838
+9
| +0.3% | +$901 | 0.07% | 103 |
|
|
2022
Q4 | $282K | Sell |
2,829
-243
| -8% | -$24.2K | 0.07% | 103 |
|
|
2022
Q3 | $307K | Buy |
3,072
+253
| +9% | +$25.3K | 0.08% | 97 |
|
|
2022
Q2 | $281K | Buy |
2,819
+2
| +0.1% | +$199 | 0.07% | 98 |
|
|
2022
Q1 | $282K | Sell |
2,817
-1,460
| -34% | -$146K | 0.07% | 97 |
|
|
2021
Q4 | $428K | Sell |
4,277
-20
| -0.5% | -$2K | 0.1% | 78 |
|
|
2021
Q3 | $430K | Buy |
4,297
+799
| +23% | +$80K | 0.11% | 74 |
|
|
2021
Q2 | $350K | Sell |
3,498
-959
| -22% | -$96K | 0.1% | 88 |
|
|
2021
Q1 | $446 | Hold |
4,457
| – | – | 0.13% | 73 |
|
|
2020
Q4 | $446K | Buy |
4,457
+248
| +6% | +$24.8K | 0.15% | 72 |
|
|
2020
Q3 | $523K | Sell |
4,209
-152
| -3% | -$18.9K | 0.19% | 62 |
|
|
2020
Q2 | $438K | Buy |
4,361
+9
| +0.2% | +$904 | 0.17% | 70 |
|
|
2020
Q1 | $439K | Buy |
4,352
+17
| +0.4% | +$1.72K | 0.2% | 67 |
|
|
2019
Q4 | $434K | Buy |
+4,335
| New | +$434K | 0.18% | 83 |
|