CAM
Claret Asset Management’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-800
| Closed | -$211K | – | 198 |
|
2020
Q4 | $211K | Buy |
+800
| New | +$211K | 0.04% | 161 |
|
2018
Q2 | – | Sell |
-850
| Closed | -$214K | – | 195 |
|
2018
Q1 | $214K | Sell |
850
-50
| -6% | -$12.6K | 0.05% | 141 |
|
2017
Q4 | $229K | Buy |
+900
| New | +$229K | 0.05% | 142 |
|