Compass Financial Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,247
| Closed | -$735K | – | 36 |
|
|
2023
Q1 | $735K | Sell |
2,247
-38
| -2% | -$12.4K | 0.93% | 32 |
|
|
2022
Q4 | $785K | Sell |
2,285
-295
| -11% | -$101K | 1.06% | 29 |
|
|
2022
Q3 | $756K | Buy |
2,580
+31
| +1% | +$9.08K | 1.12% | 25 |
|
|
2022
Q2 | $757K | Buy |
2,549
+1,226
| +93% | +$364K | 1.03% | 30 |
|
|
2022
Q1 | $437K | Buy |
+1,323
| New | +$437K | 0.48% | 74 |
|