Elmwood Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-30
| Closed | -$11K | – | 189 |
|
|
2021
Q4 | $11K | Buy |
+30
| New | +$11K | 0.01% | 286 |
|
|
2021
Q2 | $11K | Hold |
30
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $10K | Buy |
+30
| New | +$10K | 0.01% | 250 |
|
|
2020
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 205 |
|
|
2020
Q2 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 205 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$11K | – | 148 |
|
|
2019
Q3 | $11K | Hold |
50
| – | – | 0.01% | 177 |
|
|
2019
Q2 | $10K | Buy |
50
+25
| +100% | +$5K | 0.01% | 194 |
|
|
2019
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 219 |
|
|
2018
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 241 |
|