SWP
GS.PRJ

Strategic Wealth Partners’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Strategic Wealth Partners’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$271K Hold
2019
Q4 		$271K Sell
2019
Q3 		$289 Buy
2019
Q2 		$257K Sell
2019
Q1 		$349K Buy
2018
Q4 		$233K Buy
2018
Q3 		$19K Hold
2018
Q2 		$19K Hold
2018
Q1 		$20K Hold
2017
Q4 		$21K Buy