WWM
Willingdon Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-18
| Closed | -$4K | – | 442 |
|
|
2019
Q3 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 287 |
|
|
2018
Q2 | – | Sell |
-40
| Closed | -$10K | – | 336 |
|
|
2018
Q1 | $10K | Hold |
40
| – | – | ﹤0.01% | 259 |
|
|
2017
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 245 |
|
|
2017
Q3 | $9K | Buy |
+40
| New | +$9K | ﹤0.01% | 226 |
|