Montrusco Bolton Investments’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,258
| Closed | -$289K | – | 92 |
|
|
2017
Q1 | $289K | Sell |
1,258
-312
| -20% | -$71.7K | 0.02% | 73 |
|
|
2016
Q4 | $376K | Buy |
+1,570
| New | +$376K | 0.02% | 68 |
|
|
2015
Q2 | – | Sell |
-2,260
| Closed | -$425K | – | 83 |
|
|
2015
Q1 | $425K | Sell |
2,260
-280
| -11% | -$52.7K | 0.03% | 75 |
|
|
2014
Q4 | $492K | Buy |
+2,540
| New | +$492K | 0.04% | 69 |
|
|
2013
Q3 | – | Sell |
-6,100
| Closed | -$923K | – | 90 |
|
|
2013
Q2 | $923K | Buy |
+6,100
| New | +$923K | 0.07% | 74 |
|