Personal Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-40
| Closed | -$15K | – | 200 |
|
|
2021
Q2 | $15K | Buy |
+40
| New | +$15K | 0.01% | 233 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$11K | – | 273 |
|
|
2019
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 227 |
|
|
2019
Q3 | $10K | Buy |
50
+10
| +25% | +$2K | ﹤0.01% | 236 |
|
|
2019
Q2 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 222 |
|