TrueWealth LLC’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 | $13K | Sell |
68
-49
| -42% | -$9.37K | 0.01% | 435 |
|
|
2020
Q1 | $18K | Hold |
117
| – | – | 0.01% | 375 |
|
|
2019
Q4 | $27K | Sell |
117
-120
| -51% | -$27.7K | 0.01% | 341 |
|
|
2019
Q3 | $49K | Hold |
237
| – | – | 0.02% | 267 |
|
|
2019
Q2 | $48K | Hold |
237
| – | – | 0.02% | 267 |
|
|
2019
Q1 | $46K | Hold |
237
| – | – | 0.02% | 268 |
|
|
2018
Q4 | $40K | Sell |
237
-28
| -11% | -$4.73K | 0.02% | 278 |
|
|
2018
Q3 | $59K | Hold |
265
| – | – | 0.03% | 251 |
|
|
2018
Q2 | $58K | Hold |
265
| – | – | 0.03% | 248 |
|
|
2018
Q1 | $67K | Hold |
265
| – | – | 0.03% | 230 |
|
|
2017
Q4 | $68K | Buy |
+265
| New | +$68K | 0.03% | 252 |
|