Triad Investment Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-13,866
| Closed | -$2.14M | – | 53 |
|
2020
Q1 | $2.14M | Sell |
13,866
-6,077
| -30% | -$940K | 3.73% | 9 |
|
2019
Q4 | $4.59M | Sell |
19,943
-218
| -1% | -$50.1K | 4.44% | 3 |
|
2019
Q3 | $4.18M | Sell |
20,161
-746
| -4% | -$155K | 4.55% | 2 |
|
2019
Q2 | $4.28M | Sell |
20,907
-150
| -0.7% | -$30.7K | 4.43% | 3 |
|
2019
Q1 | $4.04M | Buy |
21,057
+9,756
| +86% | +$1.87M | 4.12% | 5 |
|
2018
Q4 | $1.89M | Buy |
+11,301
| New | +$1.89M | 2.47% | 22 |
|