Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25
| Closed | -$8K | – | 217 |
|
|
2021
Q1 | $8K | Sell |
25
-2,543
| -99% | -$814K | 0.01% | 323 |
|
|
2020
Q4 | $677K | Sell |
2,568
-31
| -1% | -$8.17K | 0.48% | 57 |
|
|
2020
Q3 | $522K | Buy |
2,599
+445
| +21% | +$89.4K | 0.41% | 67 |
|
|
2020
Q2 | $426K | Buy |
2,154
+1
| +0% | +$198 | 0.34% | 77 |
|
|
2020
Q1 | $333K | Buy |
2,153
+181
| +9% | +$28K | 0.31% | 82 |
|
|
2019
Q4 | $454K | Buy |
+1,972
| New | +$454K | 0.35% | 83 |
|