BSWA
Bromfield Sneider Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $50.1K | Hold |
120
| – | – | 0.03% | 71 |
|
|
2023
Q4 | $46.3K | Hold |
120
| – | – | 0.03% | 70 |
|
|
2023
Q3 | $38.8K | Hold |
120
| – | – | 0.03% | 74 |
|
|
2023
Q2 | $38.7K | Hold |
120
| – | – | 0.03% | 76 |
|
|
2023
Q1 | $39.3K | Hold |
120
| – | – | 0.03% | 73 |
|
|
2022
Q4 | $41.2K | Hold |
120
| – | – | 0.04% | 66 |
|
|
2022
Q3 | $35K | Hold |
120
| – | – | 0.04% | 65 |
|
|
2022
Q2 | $36K | Hold |
120
| – | – | 0.04% | 66 |
|
|
2022
Q1 | $40K | Buy |
+120
| New | +$40K | 0.04% | 73 |
|