Middleton & Co’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,270
| Closed | -$1.63M | – | 143 |
|
|
2018
Q3 | $1.63M | Hold |
7,270
| – | – | 0.25% | 83 |
|
|
2018
Q2 | $1.6M | Buy |
7,270
+122
| +2% | +$26.9K | 0.27% | 82 |
|
|
2018
Q1 | $1.8M | Buy |
7,148
+118
| +2% | +$29.7K | 0.32% | 74 |
|
|
2017
Q4 | $1.79M | Hold |
7,030
| – | – | 0.3% | 82 |
|
|
2017
Q3 | $1.67M | Buy |
+7,030
| New | +$1.67M | 0.3% | 81 |
|