FWA
FOCUS Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,146
| Closed | -$1.7M | – | 46 |
|
|
2022
Q1 | $1.7M | Sell |
5,146
-75
| -1% | -$24.8K | 1.01% | 24 |
|
|
2021
Q4 | $2M | Buy |
5,221
+187
| +4% | +$71.5K | 1.2% | 22 |
|
|
2021
Q3 | $1.9M | Sell |
5,034
-15
| -0.3% | -$5.67K | 1.29% | 21 |
|
|
2021
Q2 | $1.92M | Sell |
5,049
-170
| -3% | -$64.5K | 1.33% | 20 |
|
|
2021
Q1 | $1.71M | Buy |
5,219
+47
| +0.9% | +$15.4K | 1.26% | 20 |
|
|
2020
Q4 | $1.36M | Buy |
+5,172
| New | +$1.36M | 1.05% | 23 |
|