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