Caerus Investment Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,507
| Closed | -$493K | – | 39 |
|
|
2023
Q1 | $493K | Hold |
1,507
| – | – | 0.57% | 26 |
|
|
2022
Q4 | $517K | Hold |
1,507
| – | – | 0.78% | 19 |
|
|
2022
Q3 | $442K | Buy |
1,507
+500
| +50% | +$147K | 0.56% | 25 |
|
|
2022
Q2 | $299K | Hold |
1,007
| – | – | 0.36% | 50 |
|
|
2022
Q1 | $311K | Buy |
+1,007
| New | +$311K | 0.38% | 43 |
|