ICA Group 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 |
-186
| Closed | -$77.7K | – | 997 |
|
2024
Q1 | $77.7K | Hold |
186
| – | – | 0.02% | 458 |
|
2023
Q4 | $71.8K | Buy |
+186
| New | +$71.8K | 0.02% | 434 |
|
2023
Q3 | – | Sell |
-186
| Closed | -$60K | – | 625 |
|
2023
Q2 | $60K | Sell |
186
-563
| -75% | -$182K | 0.02% | 458 |
|
2023
Q1 | $245K | Hold |
749
| – | – | 0.06% | 213 |
|
2022
Q4 | $257K | Buy |
+749
| New | +$257K | 0.06% | 223 |
|
2022
Q3 | – | Sell |
-671
| Closed | -$234K | – | 375 |
|
2022
Q2 | $234K | Hold |
671
| – | – | 0.04% | 328 |
|
2022
Q1 | $215K | Buy |
+671
| New | +$215K | 0.04% | 352 |
|