Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,149
| Closed | -$207K | – | 66 |
|
|
2015
Q4 | $207K | Buy |
+1,149
| New | +$207K | 0.1% | 60 |
|
|
2015
Q3 | – | Sell |
-1,649
| Closed | -$344K | – | 69 |
|
|
2015
Q2 | $344K | Buy |
1,649
+480
| +41% | +$100K | 0.15% | 38 |
|
|
2015
Q1 | $220K | Buy |
+1,169
| New | +$220K | 0.1% | 76 |
|
|
2014
Q1 | – | Sell |
-444
| Closed | -$79K | – | 109 |
|
|
2013
Q4 | $79K | Buy |
444
+1
| +0.2% | +$178 | 0.04% | 96 |
|
|
2013
Q3 | $70K | Buy |
443
+375
| +551% | +$59.3K | 0.04% | 95 |
|
|
2013
Q2 | $10K | Buy |
+68
| New | +$10K | 0.01% | 179 |
|