Blue Zone Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,900
| Closed | -$3.19M | – | 84 |
|
|
2022
Q3 | $3.19M | Buy |
10,900
+32
| +0.3% | +$9.38K | 1.65% | 18 |
|
|
2022
Q2 | $3.23M | Buy |
10,868
+136
| +1% | +$40.4K | 1.46% | 21 |
|
|
2022
Q1 | $3.54M | Buy |
10,732
+1,001
| +10% | +$330K | 1.32% | 30 |
|
|
2021
Q4 | $3.72M | Buy |
9,731
+2,063
| +27% | +$789K | 1.23% | 25 |
|
|
2021
Q3 | $2.9M | Sell |
7,668
-39
| -0.5% | -$14.7K | 1% | 36 |
|
|
2021
Q2 | $2.93M | Sell |
7,707
-8
| -0.1% | -$3.04K | 1.1% | 29 |
|
|
2021
Q1 | $2.52M | Sell |
7,715
-107
| -1% | -$35K | 1.07% | 36 |
|
|
2020
Q4 | $2.06M | Buy |
7,822
+161
| +2% | +$42.5K | 1% | 35 |
|
|
2020
Q3 | $1.54M | Sell |
7,661
-1,494
| -16% | -$300K | 0.87% | 35 |
|
|
2020
Q2 | $1.81M | Buy |
+9,155
| New | +$1.81M | 1.01% | 28 |
|