BIA
Benchmark Investment Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-584
| Closed | -$201K | – | 92 |
|
|
2022
Q4 | $201K | Sell |
584
-2,272
| -80% | -$781K | 0.21% | 93 |
|
|
2022
Q3 | $837K | Sell |
2,856
-231
| -7% | -$67.7K | 0.9% | 36 |
|
|
2022
Q2 | $917K | Sell |
3,087
-250
| -7% | -$74.3K | 0.96% | 37 |
|
|
2022
Q1 | $1.1M | Buy |
3,337
+608
| +22% | +$201K | 0.83% | 35 |
|
|
2021
Q4 | $1.04M | Buy |
+2,729
| New | +$1.04M | 0.86% | 39 |
|