Total Clarity Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-721
| Closed | -$248K | – | 212 |
|
|
2022
Q4 | $248K | Sell |
721
-25
| -3% | -$8.59K | 0.13% | 189 |
|
|
2022
Q3 | $219K | Sell |
746
-21
| -3% | -$6.17K | 0.14% | 196 |
|
|
2022
Q2 | $228K | Buy |
767
+29
| +4% | +$8.62K | 0.12% | 180 |
|
|
2022
Q1 | $244K | Buy |
738
+693
| +1,540% | +$229K | 0.13% | 187 |
|
|
2021
Q4 | $17K | Hold |
45
| – | – | 0.01% | 595 |
|
|
2021
Q3 | $17K | Buy |
+45
| New | +$17K | 0.01% | 581 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$2K | – | 290 |
|
|
2019
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 651 |
|