WWP
WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25.7M | Sell |
256,747
-28,559
| -10% | -$2.85M | 8.25% | 2 |
|
|
2024
Q3 | $28.6M | Buy |
285,306
+31,453
| +12% | +$3.15M | 7.96% | 2 |
|
|
2024
Q2 | $25.4M | Buy |
253,853
+25,035
| +11% | +$2.51M | 7.75% | 2 |
|
|
2024
Q1 | $23.1M | Buy |
228,818
+62,481
| +38% | +$6.3M | 7.18% | 3 |
|
|
2023
Q4 | $16.6M | Buy |
166,337
+33,514
| +25% | +$3.34M | 6.17% | 3 |
|
|
2023
Q3 | $13.3M | Buy |
132,823
+33,893
| +34% | +$3.39M | 5.06% | 3 |
|
|
2023
Q2 | $9.9M | Buy |
98,930
+44,324
| +81% | +$4.44M | 3.83% | 5 |
|
|
2023
Q1 | $5.47M | Buy |
54,606
+8,325
| +18% | +$834K | 2.36% | 10 |
|
|
2022
Q4 | $4.61M | Buy |
+46,281
| New | +$4.61M | 2.84% | 10 |
|