Consolidated Planning Corp’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 |
-12,945
| Closed | -$4.23M | – | 168 |
|
|
2023
Q1 | $4.23M | Buy |
12,945
+843
| +7% | +$276K | 1.1% | 26 |
|
|
2022
Q4 | $4.16M | Buy |
12,102
+505
| +4% | +$173K | 1.15% | 26 |
|
|
2022
Q3 | $3.4M | Sell |
11,597
-709
| -6% | -$208K | 1.06% | 30 |
|
|
2022
Q2 | $3.66M | Buy |
+12,306
| New | +$3.66M | 1.14% | 25 |
|
|
2021
Q4 | – | Sell |
-86
| Closed | -$33K | – | 218 |
|
|
2021
Q3 | $33K | Buy |
+86
| New | +$33K | 0.02% | 200 |
|