Aurora Private 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
Q3
Sell
-747
Closed -$241K 139
2023
Q2
$241K Sell
747
-51
-6% -$16.5K 0.27% 105
2023
Q1
$261K Buy
798
+6
+0.8% +$1.96K 0.28% 113
2022
Q4
$272K Sell
792
-79
-9% -$27.1K 0.31% 102
2022
Q3
$255K Sell
871
-46
-5% -$13.5K 0.12% 132
2022
Q2
$272K Sell
917
-67
-7% -$19.9K 0.12% 120
2022
Q1
$325K Buy
984
+102
+12% +$33.7K 0.13% 129
2021
Q4
$338K Buy
882
+192
+28% +$73.6K 0.15% 124
2021
Q3
$261K Buy
690
+6
+0.9% +$2.27K 0.11% 169
2021
Q2
$260K Sell
684
-13
-2% -$4.94K 0.1% 166
2021
Q1
$228K Buy
+697
New +$228K 0.09% 181
2020
Q2
Sell
-1,310
Closed -$202K 196
2020
Q1
$202K Buy
+1,310
New +$202K 0.07% 211