Wealthcare Capital Management’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 |
-522
| Closed | -$201K | – | 84 |
|
|
2023
Q4 | $201K | Buy |
+522
| New | +$201K | 0.02% | 80 |
|
|
2021
Q2 | – | Sell |
-275
| Closed | -$90K | – | 318 |
|
|
2021
Q1 | $90K | Buy |
+275
| New | +$90K | 0.01% | 106 |
|
|
2020
Q2 | – | Sell |
-128
| Closed | -$20K | – | 126 |
|
|
2020
Q1 | $20K | Sell |
128
-10
| -7% | -$1.56K | ﹤0.01% | 132 |
|
|
2019
Q4 | $32K | Buy |
138
+28
| +25% | +$6.49K | ﹤0.01% | 130 |
|
|
2019
Q3 | $23K | Hold |
110
| – | – | ﹤0.01% | 128 |
|
|
2019
Q2 | $23K | Hold |
110
| – | – | ﹤0.01% | 125 |
|
|
2019
Q1 | $21K | Hold |
110
| – | – | ﹤0.01% | 134 |
|
|
2018
Q4 | $18K | Hold |
110
| – | – | ﹤0.01% | 133 |
|
|
2018
Q3 | $25K | Hold |
110
| – | – | ﹤0.01% | 124 |
|
|
2018
Q2 | $24K | Buy |
110
+60
| +120% | +$13.1K | ﹤0.01% | 114 |
|
|
2018
Q1 | $13K | Buy |
50
+40
| +400% | +$10.4K | ﹤0.01% | 134 |
|
|
2017
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 180 |
|