WAM
WealthTrust Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,766
| Closed | -$2.23M | – | 80 |
|
|
2022
Q1 | $2.23M | Sell |
6,766
-546
| -7% | -$180K | 1.59% | 20 |
|
|
2021
Q4 | $2.8M | Buy |
7,312
+128
| +2% | +$49K | 1.86% | 15 |
|
|
2021
Q3 | $2.72M | Buy |
7,184
+140
| +2% | +$52.9K | 2.42% | 14 |
|
|
2021
Q2 | $2.67M | Buy |
+7,044
| New | +$2.67M | 2.32% | 16 |
|