CWA
Constellation Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-18,795
| Closed | -$3.08M | – | 204 |
|
|
2014
Q1 | $3.08M | Buy |
18,795
+250
| +1% | +$41K | 0.3% | 80 |
|
|
2013
Q4 | $3.29M | Hold |
18,545
| – | – | 0.32% | 78 |
|
|
2013
Q3 | $2.93M | Hold |
18,545
| – | – | 0.33% | 72 |
|
|
2013
Q2 | $2.81M | Buy |
+18,545
| New | +$2.81M | 0.34% | 68 |
|