CPA
Clear Perspective Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $203K | Hold |
531
| – | – | 0.06% | 176 |
|
|
2021
Q3 | $201K | Hold |
531
| – | – | 0.07% | 163 |
|
|
2021
Q2 | $202K | Buy |
+531
| New | +$202K | 0.07% | 161 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$207K | – | 117 |
|
|
2019
Q4 | $207K | Buy |
+900
| New | +$207K | 0.13% | 130 |
|
|
2019
Q2 | – | Sell |
-1,365
| Closed | -$276K | – | 190 |
|
|
2019
Q1 | $276K | Buy |
1,365
+100
| +8% | +$20.2K | 0.2% | 113 |
|
|
2018
Q4 | $211K | Buy |
1,265
+175
| +16% | +$29.2K | 0.18% | 131 |
|
|
2018
Q3 | $244K | Buy |
1,090
+20
| +2% | +$4.48K | 0.18% | 127 |
|
|
2018
Q2 | $236K | Buy |
1,070
+952
| +807% | +$210K | 0.17% | 125 |
|
|
2018
Q1 | $30K | Buy |
+118
| New | +$30K | 0.02% | 272 |
|