Charter Oak Capital Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-164
| Closed | -$49K | – | 442 |
|
|
2022
Q2 | $49K | Buy |
164
+1
| +0.6% | +$299 | 0.01% | 333 |
|
|
2022
Q1 | $54K | Buy |
163
+11
| +7% | +$3.64K | 0.01% | 348 |
|
|
2021
Q4 | $58K | Hold |
152
| – | – | 0.01% | 335 |
|
|
2021
Q3 | $57K | Buy |
152
+1
| +0.7% | +$375 | 0.01% | 315 |
|
|
2021
Q2 | $57K | Hold |
151
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $49K | Buy |
151
+1
| +0.7% | +$325 | 0.01% | 318 |
|
|
2020
Q4 | $40K | Buy |
+150
| New | +$40K | 0.01% | 318 |
|