Summit Wealth Group’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-69,020	Closed	–	–	153
2023 Q1	$0	Buy	+69,020	New	–	﹤0.01%	198
2021 Q3	–	Sell	-465	Closed	-$176K	–	124
2021 Q2	$176K	Buy	465 +250	+116%	+$94.6K	0.26%	25
2021 Q1	$70K	Buy	+215	New	+$70K	0.11%	35