CWA
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Core Wealth Advisors’s Goldman Sachs GS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,649
Closed -$1.01M 208
2021
Q4
$1.01M Buy
2,649
+33
+1% +$12.6K 0.61% 20
2021
Q3
$989K Buy
+2,616
New +$989K 0.66% 22