TWA
Tillar-Wenstrup Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-12,139
| Closed | -$2.23M | – | 40 |
|
|
2014
Q3 | $2.23M | Sell |
12,139
-324
| -3% | -$59.5K | 2.06% | 25 |
|
|
2014
Q2 | $2.09M | Buy |
12,463
+148
| +1% | +$24.8K | 1.67% | 32 |
|
|
2014
Q1 | $2.02M | Buy |
12,315
+1,100
| +10% | +$180K | 1.83% | 31 |
|
|
2013
Q4 | $1.99M | Buy |
+11,215
| New | +$1.99M | 2.05% | 28 |
|