Berkeley Capital Partners’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,071
Closed -$629K 109
2020
Q1
$629K Sell
4,071
-727
-15% -$112K 0.43% 51
2019
Q4
$1.1M Sell
4,798
-50
-1% -$11.5K 0.56% 38
2019
Q3
$1.01M Buy
4,848
+9
+0.2% +$1.87K 0.53% 38
2019
Q2
$990K Sell
4,839
-16
-0.3% -$3.27K 0.46% 42
2019
Q1
$932K Sell
4,855
-684
-12% -$131K 0.46% 46
2018
Q4
$925K Buy
+5,539
New +$925K 0.51% 41