Capital Planning Advisors’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,895	Closed	-$873K	–	116
2018 Q3	$873K	Buy	3,895 +234	+6%	+$52.4K	0.28%	77
2018 Q2	$808K	Buy	3,661 +628	+21%	+$139K	0.37%	66
2018 Q1	$764K	Buy	+3,033	New	+$764K	0.27%	77