NEIRG Wealth Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-14,538
Closed -$4.99M 144
2022
Q4
$4.99M Sell
14,538
-364
-2% -$125K 0.94% 32
2022
Q3
$4.37M Sell
14,902
-618
-4% -$181K 0.87% 30
2022
Q2
$4.61M Sell
15,520
-578
-4% -$172K 1.01% 26
2022
Q1
$5.31M Sell
16,098
-835
-5% -$276K 1.04% 25
2021
Q4
$6.48M Buy
+16,933
New +$6.48M 1.24% 28