TIAM2
Tru Independence Asset Management 2’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-856
| Closed | -$327K | – | 110 |
|
|
2021
Q4 | $327K | Sell |
856
-164
| -16% | -$62.7K | 0.17% | 94 |
|
|
2021
Q3 | $386K | Sell |
1,020
-2,240
| -69% | -$848K | 0.27% | 69 |
|
|
2021
Q2 | $1.24M | Sell |
3,260
-462
| -12% | -$175K | 0.84% | 29 |
|
|
2021
Q1 | $1.22M | Buy |
3,722
+190
| +5% | +$62.1K | 0.96% | 26 |
|
|
2020
Q4 | $931K | Buy |
+3,532
| New | +$931K | 0.78% | 33 |
|