Fairhaven 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
2024
Q2
Sell
-577
Closed -$241K 124
2024
Q1
$241K Sell
577
-503
-47% -$210K 0.08% 103
2023
Q4
$417K Sell
1,080
-497
-32% -$192K 0.15% 65
2023
Q3
$510K Buy
+1,577
New +$510K 0.2% 60