Providence Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-549
| Closed | -$285K | – | 82 |
|
|
2024
Q3 | $285K | Sell |
549
-21
| -4% | -$10.9K | 0.21% | 66 |
|
|
2024
Q2 | $260K | Hold |
570
| – | – | 0.21% | 66 |
|
|
2024
Q1 | $233K | Sell |
570
-11,376
| -95% | -$4.66M | 0.2% | 68 |
|
|
2023
Q4 | $2.19M | Buy |
+11,946
| New | +$2.19M | 1.97% | 13 |
|
|
2022
Q4 | – | Sell |
-570
| Closed | -$209K | – | 97 |
|
|
2022
Q3 | $209K | Buy |
+570
| New | +$209K | 0.16% | 93 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$228K | – | 99 |
|
|
2021
Q3 | $228K | Hold |
600
| – | – | 0.16% | 88 |
|
|
2021
Q2 | $223K | Buy |
+600
| New | +$223K | 0.15% | 91 |
|