MWM
Minot Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $284K | Sell |
955
-2,866
| -75% | -$852K | 0.07% | 151 |
|
|
2022
Q1 | $1.26M | Sell |
3,821
-7,492
| -66% | -$2.47M | 0.27% | 69 |
|
|
2021
Q4 | $4.33M | Buy |
11,313
+5,468
| +94% | +$2.09M | 0.83% | 35 |
|
|
2021
Q3 | $2.21M | Buy |
5,845
+320
| +6% | +$121K | 0.48% | 57 |
|
|
2021
Q2 | $2.08M | Buy |
5,525
+4,033
| +270% | +$1.52M | 0.45% | 59 |
|
|
2021
Q1 | $488K | Buy |
+1,492
| New | +$488K | 0.12% | 117 |
|