WealthPLAN Partners’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
Q2 | – | Sell |
-116,389
| Closed | -$11.7M | – | 308 |
|
|
2024
Q1 | $11.7M | Buy |
116,389
+2,749
| +2% | +$277K | 1.22% | 17 |
|
|
2023
Q4 | $11.3M | Buy |
113,640
+46,387
| +69% | +$4.63M | 1.17% | 16 |
|
|
2023
Q3 | $6.73M | Buy |
67,253
+36,514
| +119% | +$3.66M | 0.78% | 38 |
|
|
2023
Q2 | $3.08M | Buy |
30,739
+29,994
| +4,026% | +$3M | 0.44% | 65 |
|
|
2023
Q1 | $74.6K | Sell |
745
-5,255
| -88% | -$526K | 0.01% | 483 |
|
|
2022
Q4 | $599K | Buy |
+6,000
| New | +$599K | 0.04% | 234 |
|
|
2022
Q1 | $4.07M | Sell |
40,746
-138,797
| -77% | -$13.9M | 0.28% | 81 |
|
|
2021
Q4 | $18M | Sell |
179,543
-4,532
| -2% | -$453K | 1.18% | 17 |
|
|
2021
Q3 | $18.4M | Buy |
+184,075
| New | +$18.4M | 1.22% | 16 |
|