Icon Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,108
| Closed | -$680K | – | 411 |
|
|
2023
Q2 | $680K | Buy |
+2,108
| New | +$680K | 0.07% | 164 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$8K | – | 411 |
|
|
2019
Q1 | $8K | Buy |
+44
| New | +$8K | ﹤0.01% | 696 |
|
|
2018
Q3 | – | Sell |
-187
| Closed | -$41K | – | 446 |
|
|
2018
Q2 | $41K | Buy |
+187
| New | +$41K | 0.02% | 429 |
|
|
2018
Q1 | – | Sell |
-443
| Closed | -$113K | – | 447 |
|
|
2017
Q4 | $113K | Buy |
+443
| New | +$113K | 0.06% | 255 |
|