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 |
|