Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-37,710
| Closed | -$8.46M | – | 82 |
|
|
2018
Q3 | $8.46M | Buy |
37,710
+862
| +2% | +$193K | 1.07% | 40 |
|
|
2018
Q2 | $8.13M | Buy |
36,848
+902
| +3% | +$199K | 1.12% | 31 |
|
|
2018
Q1 | $9.05M | Buy |
35,946
+8,985
| +33% | +$2.26M | 1.29% | 22 |
|
|
2017
Q4 | $6.87M | Buy |
26,961
+418
| +2% | +$106K | 0.97% | 40 |
|
|
2017
Q3 | $6.3M | Buy |
26,543
+163
| +0.6% | +$38.7K | 1.02% | 36 |
|
|
2017
Q2 | $5.85M | Buy |
+26,380
| New | +$5.85M | 0.98% | 42 |
|