Alera Investment Advisors’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$403K	Buy	814 +41	+5%	+$20.3K	0.05%	160
2024 Q2	$350K	Buy	+773	New	+$350K	0.04%	174
2019 Q2	–	Sell	-146	Closed	-$28K	–	449
2019 Q1	$28K	Buy	146 +61	+72%	+$11.7K	0.01%	231
2018 Q4	$14K	Buy	+85	New	+$14K	0.01%	359