KCS Wealth Advisory GSST Holdings History

Number of Shares
166,015.00
Current Holdings Value*
$8.29 Mil
% of Portfolio
3.54%
Total Estimate Gain
$142,978.19
% of Total Estimate Gain
1.31%

KCS Wealth Advisory's Goldman Sachs Ultra Short Bond ETF Holding Summary

As of 2023-09-30, KCS Wealth Advisory held 166,015.00 shares of Goldman Sachs Ultra Short Bond ETF(GSST), totaling $8.29 Mil. This investment constitutes 3.54% of their stock portfolio, and KCS Wealth Advisory now holds 1.53% of the outstanding Goldman Sachs Ultra Short Bond ETF(GSST) stock.

The initial trade took place in 2022Q2. And since then KCS Wealth Advisory has made 4 purchases of GSST, at an average price of $49.59, for a total of 219,869.00 shares. In addition, there have been 2 sales at an average price of $49.71 for 53,854.00 shares. Based on historical transaction data and GSST's current price of $50.41, KCS Wealth Advisory's estimated gain on his GSST holdings is $142,978.19, reflecting a 1.31% gain to date.

KCS Wealth Advisory GSST ($50.41) Holding Chart

KCS Wealth Advisory GSST ($50.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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