BWA
Blodgett Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-825
| Closed | -$345K | – | 61 |
|
|
2024
Q1 | $345K | Sell |
825
-175
| -18% | -$73.1K | 0.31% | 40 |
|
|
2023
Q4 | $386K | Sell |
1,000
-250
| -20% | -$96.4K | 0.39% | 40 |
|
|
2023
Q3 | $404K | Hold |
1,250
| – | – | 0.44% | 38 |
|
|
2023
Q2 | $403K | Sell |
1,250
-80
| -6% | -$25.8K | 0.42% | 40 |
|
|
2023
Q1 | $435K | Hold |
1,330
| – | – | 0.5% | 37 |
|
|
2022
Q4 | $457K | Sell |
1,330
-250
| -16% | -$85.8K | 0.56% | 35 |
|
|
2022
Q3 | $463K | Sell |
1,580
-80
| -5% | -$23.4K | 0.56% | 36 |
|
|
2022
Q2 | $493K | Sell |
1,660
-340
| -17% | -$101K | 0.54% | 38 |
|
|
2022
Q1 | $660K | Hold |
2,000
| – | – | 0.55% | 40 |
|
|
2021
Q4 | $765K | Buy |
+2,000
| New | +$765K | 0.59% | 38 |
|