Tilia Fiduciary Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-155
| Closed | -$50K | – | 244 |
|
|
2023
Q2 | $50K | Sell |
155
-48
| -24% | -$15.5K | 0.04% | 212 |
|
|
2023
Q1 | $66.4K | Sell |
203
-65
| -24% | -$21.3K | 0.06% | 183 |
|
|
2022
Q4 | $92K | Hold |
268
| – | – | 0.09% | 148 |
|
|
2022
Q3 | $79K | Sell |
268
-24
| -8% | -$7.08K | 0.08% | 154 |
|
|
2022
Q2 | $86K | Sell |
292
-68
| -19% | -$20K | 0.08% | 151 |
|
|
2022
Q1 | $119K | Hold |
360
| – | – | 0.1% | 138 |
|
|
2021
Q4 | $138K | Buy |
+360
| New | +$138K | 0.11% | 131 |
|