TWM
Torch Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,020
| Closed | -$213K | – | 101 |
|
|
2015
Q2 | $213K | Buy |
+1,020
| New | +$213K | 0.15% | 96 |
|
|
2014
Q2 | – | Sell |
-1,500
| Closed | -$35K | – | 267 |
|
|
2014
Q1 | $35K | Hold |
1,500
| – | – | 0.03% | 182 |
|
|
2013
Q4 | $32K | Buy |
+1,500
| New | +$32K | 0.02% | 168 |
|