Bartlett & Co Wealth Management’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,375
| Closed | -$35.1K | – | 1219 |
|
|
2023
Q2 | $35.1K | Hold |
1,375
| – | – | ﹤0.01% | 726 |
|
|
2023
Q1 | $34.1K | Hold |
1,375
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $33.9K | Hold |
1,375
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $8.66K | Hold |
1,375
| – | – | ﹤0.01% | 847 |
|
|
2022
Q2 | $33.6K | Hold |
1,375
| – | – | ﹤0.01% | 647 |
|
|
2022
Q1 | $35K | Buy |
+1,375
| New | +$35K | ﹤0.01% | 648 |
|