Highland Private 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
Q4 | – | Sell |
-1,424
| Closed | -$417K | – | 64 |
|
|
2022
Q3 | $417K | Buy |
1,424
+20
| +1% | +$5.86K | 0.07% | 104 |
|
|
2022
Q2 | $417K | Sell |
1,404
-130
| -8% | -$38.6K | 0.06% | 98 |
|
|
2022
Q1 | $506K | Buy |
1,534
+68
| +5% | +$22.4K | 0.07% | 93 |
|
|
2021
Q4 | $561K | Buy |
1,466
+67
| +5% | +$25.6K | 0.07% | 88 |
|
|
2021
Q3 | $529K | Buy |
1,399
+50
| +4% | +$18.9K | 0.07% | 91 |
|
|
2021
Q2 | $512K | Buy |
1,349
+18
| +1% | +$6.83K | 0.08% | 88 |
|
|
2021
Q1 | $436K | Buy |
1,331
+1
| +0.1% | +$328 | 0.07% | 93 |
|
|
2020
Q4 | $351K | Buy |
1,330
+152
| +13% | +$40.1K | 0.06% | 101 |
|
|
2020
Q3 | $237K | Buy |
1,178
+27
| +2% | +$5.43K | 0.05% | 115 |
|
|
2020
Q2 | $228K | Buy |
+1,151
| New | +$228K | 0.05% | 118 |
|