CWM
C2C Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,100
| Closed | -$986K | – | 143 |
|
|
2023
Q3 | $986K | Hold |
3,100
| – | – | 0.14% | 77 |
|
|
2023
Q2 | $1.01M | Sell |
3,100
-200
| -6% | -$65.4K | 0.13% | 81 |
|
|
2023
Q1 | $1.09M | Sell |
3,300
-1,250
| -27% | -$413K | 0.18% | 71 |
|
|
2022
Q4 | $1.6M | Sell |
4,550
-150
| -3% | -$52.8K | 0.28% | 38 |
|
|
2022
Q3 | $1.48M | Hold |
4,700
| – | – | 0.29% | 38 |
|
|
2022
Q2 | $1.5M | Hold |
4,700
| – | – | 0.27% | 41 |
|
|
2022
Q1 | $1.59M | Buy |
4,700
+828
| +21% | +$280K | 0.27% | 47 |
|
|
2021
Q4 | $1.48M | Buy |
+3,872
| New | +$1.48M | 0.21% | 54 |
|