TFO Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$1.25K | – | 348 |
|
|
2024
Q1 | $1.25K | Hold |
3
| – | – | ﹤0.01% | 137 |
|
|
2023
Q4 | $1.16K | Hold |
3
| – | – | ﹤0.01% | 174 |
|
|
2023
Q3 | $968 | Hold |
3
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $968 | Hold |
3
| – | – | ﹤0.01% | 207 |
|
|
2023
Q1 | $981 | Sell |
3
-1
| -25% | -$327 | ﹤0.01% | 170 |
|
|
2022
Q4 | $482 | Buy |
+4
| New | +$482 | ﹤0.01% | 482 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 275 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 413 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$8K | – | 135 |
|
|
2021
Q4 | $8K | Buy |
+20
| New | +$8K | ﹤0.01% | 96 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$6K | – | 156 |
|
|
2021
Q2 | $6K | Buy |
+15
| New | +$6K | ﹤0.01% | 82 |
|