Wagner 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
Q1 | – | Sell |
-5,013
| Closed | -$500K | – | 259 |
|
|
2023
Q4 | $500K | Sell |
5,013
-205
| -4% | -$20.4K | 0.17% | 76 |
|
|
2023
Q3 | $522K | Buy |
5,218
+3
| +0.1% | +$300 | 0.19% | 71 |
|
|
2023
Q2 | $522K | Buy |
5,215
+2
| +0% | +$200 | 0.2% | 70 |
|
|
2023
Q1 | $522K | Hold |
5,213
| – | – | 0.24% | 68 |
|
|
2022
Q4 | $520K | Buy |
5,213
+200
| +4% | +$19.9K | 0.32% | 59 |
|
|
2022
Q3 | $501K | Buy |
+5,013
| New | +$501K | 0.37% | 54 |
|