Catamount Wealth Management’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 |
-31,831
| Closed | -$7.14M | – | 213 |
|
|
2018
Q3 | $7.14M | Sell |
31,831
-1,430
| -4% | -$321K | 3.42% | 11 |
|
|
2018
Q2 | $7.64M | Buy |
33,261
+4,025
| +14% | +$924K | 3.69% | 10 |
|
|
2018
Q1 | $7.36M | Buy |
29,236
+1,741
| +6% | +$438K | 3.93% | 11 |
|
|
2017
Q4 | $7.01M | Buy |
27,495
+11,130
| +68% | +$2.84M | 3.91% | 8 |
|
|
2017
Q3 | $3.88M | Sell |
16,365
-740
| -4% | -$176K | 2.26% | 16 |
|
|
2017
Q2 | $3.8M | Sell |
17,105
-800
| -4% | -$178K | 2.31% | 15 |
|
|
2017
Q1 | $4.11M | Buy |
17,905
+17,885
| +89,425% | +$4.11M | 2.82% | 14 |
|
|
2016
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 135 |
|