SFS
Summit Financial Strategies’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 | $374K | Hold |
3,085
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $340K | Hold |
3,085
| – | – | 0.03% | 107 |
|
|
2024
Q4 | $355K | Hold |
3,085
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $348K | Hold |
3,085
| – | – | 0.04% | 107 |
|
|
2024
Q2 | $330K | Hold |
3,085
| – | – | 0.04% | 108 |
|
|
2024
Q1 | $320K | Sell |
3,085
-494
| -14% | -$51.3K | 0.04% | 109 |
|
|
2023
Q4 | $336K | Hold |
3,579
| – | – | 0.05% | 101 |
|
|
2023
Q3 | $301K | Hold |
3,579
| – | – | 0.06% | 96 |
|
|
2023
Q2 | $312K | Hold |
3,579
| – | – | 0.06% | 93 |
|
|
2023
Q1 | $291K | Hold |
3,579
| – | – | 0.06% | 95 |
|
|
2022
Q4 | $272K | Hold |
3,579
| – | – | 0.06% | 94 |
|
|
2022
Q3 | $254K | Hold |
3,579
| – | – | 0.06% | 101 |
|
|
2022
Q2 | $268K | Hold |
3,579
| – | – | 0.06% | 93 |
|
|
2022
Q1 | $319K | Hold |
3,579
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $341K | Buy |
+3,579
| New | +$341K | 0.07% | 83 |
|