Rockbridge Investment Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10
| Closed | -$2.97K | – | 302 |
|
|
2022
Q2 | $2.97K | Sell |
10
-546
| -98% | -$162K | ﹤0.01% | 505 |
|
|
2022
Q1 | $183K | Sell |
556
-9
| -2% | -$2.97K | 0.03% | 166 |
|
|
2021
Q4 | $216K | Buy |
565
+240
| +74% | +$91.8K | 0.03% | 169 |
|
|
2021
Q3 | $123K | Sell |
325
-74
| -19% | -$28K | 0.02% | 205 |
|
|
2021
Q2 | $152K | Sell |
399
-26
| -6% | -$9.91K | 0.03% | 182 |
|
|
2021
Q1 | $139K | Sell |
425
-329
| -44% | -$108K | 0.03% | 180 |
|
|
2020
Q4 | $199K | Buy |
754
+341
| +83% | +$90K | 0.04% | 135 |
|
|
2020
Q3 | $83K | Buy |
413
+2
| +0.5% | +$402 | 0.02% | 204 |
|
|
2020
Q2 | $81K | Buy |
+411
| New | +$81K | 0.02% | 190 |
|