PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-550
| Closed | -$209K | – | 171 |
|
|
2021
Q2 | $209K | Buy |
+550
| New | +$209K | 0.06% | 250 |
|
|
2019
Q2 | – | Sell |
-515
| Closed | -$60K | – | 314 |
|
|
2019
Q1 | $60K | Sell |
515
-1,167
| -69% | -$136K | 0.06% | 121 |
|
|
2018
Q4 | $282K | Buy |
+1,682
| New | +$282K | 0.35% | 43 |
|