Alterna 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
Q1 | – | Sell |
-522
| Closed | -$200K | – | 127 |
|
|
2021
Q4 | $200K | Buy |
+522
| New | +$200K | 0.17% | 119 |
|
|
2020
Q4 | $270K | Buy |
+1,022
| New | +$270K | 0.34% | 63 |
|
|
2020
Q2 | – | Sell |
-2,445
| Closed | -$378K | – | 102 |
|
|
2020
Q1 | $378K | Buy |
2,445
+659
| +37% | +$102K | 0.55% | 43 |
|
|
2019
Q4 | $411K | Sell |
1,786
-121
| -6% | -$27.8K | 0.46% | 49 |
|
|
2019
Q3 | $395K | Sell |
1,907
-422
| -18% | -$87.4K | 0.47% | 47 |
|
|
2019
Q2 | $477K | Sell |
2,329
-10,827
| -82% | -$2.22M | 0.57% | 47 |
|
|
2019
Q1 | $2.53M | Sell |
13,156
-4,279
| -25% | -$822K | 2.14% | 14 |
|
|
2018
Q4 | $3.08M | Buy |
+17,435
| New | +$3.08M | 0.5% | 31 |
|