Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,457
| Closed | -$244K | – | 672 |
|
|
2022
Q3 | $244K | Buy |
2,457
+69
| +3% | +$6.85K | 0.01% | 693 |
|
|
2022
Q2 | $236K | Sell |
2,388
-1,083
| -31% | -$107K | 0.01% | 683 |
|
|
2022
Q1 | $348K | Buy |
3,471
+1,194
| +52% | +$120K | 0.02% | 623 |
|
|
2021
Q4 | $227K | Buy |
+2,277
| New | +$227K | 0.02% | 549 |
|
|
2021
Q1 | – | Sell |
-10,684
| Closed | -$1.07M | – | 525 |
|
|
2020
Q4 | $1.07M | Sell |
10,684
-9,740
| -48% | -$975K | 0.16% | 149 |
|
|
2020
Q3 | $2.05M | Buy |
20,424
+1,790
| +10% | +$180K | 0.34% | 64 |
|
|
2020
Q2 | $1.87M | Sell |
18,634
-7,748
| -29% | -$779K | 0.34% | 63 |
|
|
2020
Q1 | $2.66M | Sell |
26,382
-3,391
| -11% | -$342K | 0.61% | 30 |
|
|
2019
Q4 | $2.98M | Buy |
29,773
+3,477
| +13% | +$348K | 0.45% | 46 |
|
|
2019
Q3 | $2.64M | Sell |
26,296
-1,940
| -7% | -$195K | 0.55% | 37 |
|
|
2019
Q2 | $2.83M | Sell |
28,236
-444
| -2% | -$44.6K | 0.37% | 53 |
|
|
2019
Q1 | $2.88M | Buy |
28,680
+15,051
| +110% | +$1.51M | 0.64% | 30 |
|
|
2018
Q4 | $1.36M | Buy |
+13,629
| New | +$1.36M | 0.37% | 64 |
|