CIC Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $222K | Hold |
449
| – | – | 0.06% | 161 |
|
|
2024
Q2 | $203K | Sell |
449
-89
| -17% | -$40.3K | 0.06% | 157 |
|
|
2024
Q1 | $225K | Sell |
538
-25
| -4% | -$10.4K | 0.07% | 148 |
|
|
2023
Q4 | $217K | Sell |
563
-810
| -59% | -$312K | 0.07% | 147 |
|
|
2023
Q3 | $444K | Sell |
1,373
-22
| -2% | -$7.12K | 0.16% | 95 |
|
|
2023
Q2 | $450K | Hold |
1,395
| – | – | 0.16% | 94 |
|
|
2023
Q1 | $456K | Sell |
1,395
-170
| -11% | -$55.6K | 0.17% | 97 |
|
|
2022
Q4 | $537K | Buy |
+1,565
| New | +$537K | 0.22% | 87 |
|