WBI Investments’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,718
| Closed | -$1.05M | – | 212 |
|
|
2023
Q4 | $1.05M | Buy |
+2,718
| New | +$1.05M | 0.21% | 109 |
|
|
2021
Q2 | – | Sell |
-10,965
| Closed | -$3.59M | – | 206 |
|
|
2021
Q1 | $3.59M | Buy |
10,965
+6,530
| +147% | +$2.14M | 0.56% | 39 |
|
|
2020
Q4 | $1.17M | Buy |
+4,435
| New | +$1.17M | 0.18% | 91 |
|