Golden State Wealth Management’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$6K | – | 966 |
|
|
2020
Q1 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 722 |
|
|
2019
Q4 | – | Sell |
-1,035
| Closed | -$45K | – | 1018 |
|
|
2019
Q3 | $45K | Buy |
1,035
+333
| +47% | +$14.5K | 0.01% | 459 |
|
|
2019
Q2 | $33K | Hold |
702
| – | – | 0.01% | 539 |
|
|
2019
Q1 | $35K | Buy |
+702
| New | +$35K | 0.01% | 524 |
|