Aevitas Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $511K | Buy |
1,488
+216
| +17% | +$74.2K | 0.3% | 72 |
|
|
2022
Q3 | $373K | Sell |
1,272
-15
| -1% | -$4.4K | 0.28% | 81 |
|
|
2022
Q2 | $382K | Buy |
1,287
+4
| +0.3% | +$1.19K | 0.26% | 81 |
|
|
2022
Q1 | $423K | Sell |
1,283
-157
| -11% | -$51.8K | 0.26% | 81 |
|
|
2021
Q4 | $551K | Sell |
1,440
-6
| -0.4% | -$2.3K | 0.33% | 75 |
|
|
2021
Q3 | $547K | Hold |
1,446
| – | – | 0.35% | 72 |
|
|
2021
Q2 | $549K | Buy |
1,446
+4
| +0.3% | +$1.52K | 0.35% | 72 |
|
|
2021
Q1 | $472K | Sell |
1,442
-16
| -1% | -$5.24K | 0.33% | 74 |
|
|
2020
Q4 | $385K | Buy |
+1,458
| New | +$385K | 0.28% | 80 |
|
|
2019
Q2 | – | Sell |
-124
| Closed | -$23K | – | 186 |
|
|
2019
Q1 | $23K | Hold |
124
| – | – | 0.02% | 249 |
|
|
2018
Q4 | $21K | Sell |
124
-91
| -42% | -$15.4K | 0.02% | 248 |
|
|
2018
Q3 | $48K | Buy |
215
+1
| +0.5% | +$223 | 0.04% | 201 |
|
|
2018
Q2 | $47K | Buy |
214
+40
| +23% | +$8.79K | 0.05% | 197 |
|
|
2018
Q1 | $44K | Buy |
174
+1
| +0.6% | +$253 | 0.04% | 186 |
|
|
2017
Q4 | $44K | Buy |
+173
| New | +$44K | 0.04% | 190 |
|