Townsend Asset 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
Q2 | – | Sell |
-1,197
| Closed | -$392K | – | 206 |
|
2023
Q1 | $392K | Sell |
1,197
-22
| -2% | -$7.2K | 0.2% | 89 |
|
2022
Q4 | $419K | Sell |
1,219
-212
| -15% | -$72.8K | 0.21% | 90 |
|
2022
Q3 | $419K | Sell |
1,431
-156
| -10% | -$45.7K | 0.24% | 83 |
|
2022
Q2 | $471K | Sell |
1,587
-199
| -11% | -$59.1K | 0.24% | 83 |
|
2022
Q1 | $589K | Buy |
1,786
+160
| +10% | +$52.8K | 0.29% | 73 |
|
2021
Q4 | $622K | Sell |
1,626
-11
| -0.7% | -$4.21K | 0.3% | 71 |
|
2021
Q3 | $619K | Buy |
1,637
+631
| +63% | +$239K | 0.33% | 68 |
|
2021
Q2 | $382K | Buy |
+1,006
| New | +$382K | 0.21% | 92 |
|