WIM
Westside Investment Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
17,403
-168
| -1% | -$16.8K | 0.32% | 82 |
|
|
2025
Q1 | $1.76M | Buy |
17,571
+2,020
| +13% | +$202K | 0.38% | 69 |
|
|
2024
Q4 | $1.55M | Buy |
15,551
+3,086
| +25% | +$308K | 0.33% | 78 |
|
|
2024
Q3 | $1.25M | Buy |
12,465
+2,635
| +27% | +$264K | 0.27% | 97 |
|
|
2024
Q2 | $984K | Sell |
9,830
-91
| -0.9% | -$9.11K | 0.23% | 110 |
|
|
2024
Q1 | $1M | Buy |
9,921
+938
| +10% | +$94.6K | 0.24% | 107 |
|
|
2023
Q4 | $896K | Buy |
8,983
+2,003
| +29% | +$200K | 0.23% | 107 |
|
|
2023
Q3 | $699K | Buy |
6,980
+744
| +12% | +$74.5K | 0.2% | 114 |
|
|
2023
Q2 | $624K | Sell |
6,236
-6,159
| -50% | -$616K | 0.18% | 120 |
|
|
2023
Q1 | $1.24M | Buy |
12,395
+1,909
| +18% | +$191K | 0.36% | 75 |
|
|
2022
Q4 | $1.05K | Buy |
10,486
+5,643
| +117% | +$562 | ﹤0.01% | 259 |
|
|
2022
Q3 | $483 | Sell |
4,843
-900
| -16% | -$90 | ﹤0.01% | 295 |
|
|
2022
Q2 | $573 | Sell |
5,743
-13,550
| -70% | -$1.35K | ﹤0.01% | 280 |
|
|
2022
Q1 | $980K | Sell |
19,293
-6,650
| -26% | -$338K | 2.15% | 6 |
|
|
2021
Q4 | $1.18M | Sell |
25,943
-61,678
| -70% | -$2.81M | 2.7% | 6 |
|
|
2021
Q3 | $1.2M | Sell |
87,621
-21,081
| -19% | -$288K | 2.76% | 6 |
|
|
2021
Q2 | $1.21M | Sell |
108,702
-22,731
| -17% | -$253K | 2.81% | 6 |
|
|
2021
Q1 | $1.31M | Sell |
131,433
-108,024
| -45% | -$1.08M | 3.47% | 3 |
|
|
2020
Q4 | $2.74M | Sell |
239,457
-90,231
| -27% | -$1.03M | 7.52% | 3 |
|
|
2020
Q3 | $3.09M | Buy |
329,688
+31,495
| +11% | +$295K | 1.41% | 3 |
|
|
2020
Q2 | $1.86M | Buy |
298,193
+57,517
| +24% | +$358K | 1.09% | 3 |
|
|
2020
Q1 | $1.98M | Buy |
+240,676
| New | +$1.98M | 1.35% | 3 |
|
|
2019
Q2 | $11.1K | Buy |
+110,469
| New | +$11.1K | 0.02% | 69 |
|
|
2018
Q4 | $1.56M | Buy |
15,550
+1,450
| +10% | +$145K | 0.57% | 29 |
|
|
2018
Q3 | $1.41M | Buy |
14,100
+9,900
| +236% | +$990K | 0.45% | 36 |
|
|
2018
Q2 | $420K | Sell |
4,200
-5,000
| -54% | -$500K | 0.15% | 97 |
|
|
2018
Q1 | $920K | Buy |
9,200
+200
| +2% | +$20K | 0.51% | 47 |
|
|
2017
Q4 | $900K | Buy |
+9,000
| New | +$900K | 0.49% | 50 |
|