Inlet Private Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,035
| Closed | -$1.21M | – | 127 |
|
|
2020
Q3 | $1.21M | Sell |
6,035
-7,725
| -56% | -$1.55M | 0.47% | 62 |
|
|
2020
Q2 | $2.72M | Hold |
13,760
| – | – | 1.09% | 32 |
|
|
2020
Q1 | $2.13M | Hold |
13,760
| – | – | 0.99% | 38 |
|
|
2019
Q4 | $3.16M | Buy |
13,760
+365
| +3% | +$83.9K | 1.05% | 31 |
|
|
2019
Q3 | $2.78M | Buy |
13,395
+1,750
| +15% | +$363K | 1.03% | 32 |
|
|
2019
Q2 | $2.49M | Buy |
11,645
+4,750
| +69% | +$1.02M | 0.9% | 37 |
|
|
2019
Q1 | $1.32M | Buy |
6,895
+1,910
| +38% | +$367K | 0.53% | 59 |
|
|
2018
Q4 | $833K | Buy |
+4,985
| New | +$833K | 0.45% | 58 |
|