Surevest’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 | $3.91M | Buy |
13,341
+186
| +1% | +$54.5K | 1.06% | 27 |
|
|
2022
Q2 | $3.91M | Buy |
13,155
+358
| +3% | +$106K | 1.02% | 38 |
|
|
2022
Q1 | $4.22M | Sell |
12,797
-6,082
| -32% | -$2.01M | 1.02% | 27 |
|
|
2021
Q4 | $7.22M | Sell |
18,879
-773
| -4% | -$296K | 1.71% | 12 |
|
|
2021
Q3 | $7.43M | Buy |
19,652
+597
| +3% | +$226K | 1.88% | 10 |
|
|
2021
Q2 | $7.23M | Buy |
19,055
+2,589
| +16% | +$983K | 1.88% | 9 |
|
|
2021
Q1 | $5.38M | Sell |
16,466
-1,376
| -8% | -$450K | 1.63% | 11 |
|
|
2020
Q4 | $4.71M | Buy |
17,842
+7,248
| +68% | +$1.91M | 1.57% | 15 |
|
|
2020
Q3 | $2.13M | Buy |
+10,594
| New | +$2.13M | 0.84% | 61 |
|