Alaethes Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-4,120
| Closed | -$1.35M | – | 111 |
|
2023
Q1 | $1.35M | Buy |
4,120
+170
| +4% | +$55.6K | 0.79% | 49 |
|
2022
Q4 | $1.36M | Sell |
3,950
-472
| -11% | -$162K | 0.93% | 43 |
|
2022
Q3 | $1.3M | Buy |
4,422
+231
| +6% | +$67.7K | 0.95% | 32 |
|
2022
Q2 | $1.25M | Buy |
4,191
+501
| +14% | +$149K | 0.92% | 32 |
|
2022
Q1 | $1.22M | Buy |
3,690
+715
| +24% | +$236K | 0.77% | 51 |
|
2021
Q4 | $1.14M | Buy |
2,975
+2,894
| +3,573% | +$1.11M | 0.72% | 54 |
|
2021
Q3 | $31K | Buy |
81
+3
| +4% | +$1.15K | 0.02% | 144 |
|
2021
Q2 | $30K | Buy |
+78
| New | +$30K | 0.02% | 139 |
|