Bartlett & Co Wealth Management’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$35.5K	﹤0.01%	648

Bartlett & Co Wealth Management's GS.PRJ Position: Q3 2023 in Review

Bartlett & Co Wealth Management sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q3 2023, closing a stake of 1,375 shares — an estimated $35.1K sold.

Bartlett & Co Wealth Management first reported a position in GS.PRJ in Q1 2022 and held it in 6 quarters. The position peaked at $35.1K in Q2 2023. 0 funds tracked by Wall St. Rank hold GS.PRJ as of Q3 2023.

Bartlett & Co Wealth Management reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q3 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,375 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q3 2023, an estimated $35.1K.
Bartlett & Co Wealth Management first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q1 2022 and held it in 6 quarters.
Bartlett & Co Wealth Management's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $35.1K in Q2 2023.
0 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q3 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2023, filed 14 Feb 2024.