EWM
Elmwood Wealth Management’s Goldman Sachs Group, Inc. (Each representing 1/1000th Interest in a Share of Floating Rate Non-cumulative Preferred Stock Series D, $1.01 par value GS.PRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$25K | – | 191 |
|
|
2021
Q4 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 234 |
|
|
2021
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 201 |
|
|
2020
Q3 | $21K | Hold |
1,000
| – | – | 0.02% | 158 |
|
|
2020
Q2 | $21K | Buy |
+1,000
| New | +$21K | 0.02% | 158 |
|