WWM
WT Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,698
| Closed | -$1.61M | – | 108 |
|
|
2022
Q4 | $1.61M | Sell |
4,698
-446
| -9% | -$153K | 0.78% | 37 |
|
|
2022
Q3 | $1.51M | Buy |
5,144
+696
| +16% | +$204K | 0.76% | 36 |
|
|
2022
Q2 | $1.32M | Sell |
4,448
-1,101
| -20% | -$327K | 0.65% | 54 |
|
|
2022
Q1 | $1.83M | Buy |
5,549
+278
| +5% | +$91.8K | 0.7% | 41 |
|
|
2021
Q4 | $2.02M | Buy |
5,271
+1,151
| +28% | +$440K | 0.74% | 44 |
|
|
2021
Q3 | $1.56M | Buy |
4,120
+685
| +20% | +$259K | 0.6% | 53 |
|
|
2021
Q2 | $1.3M | Buy |
3,435
+1,079
| +46% | +$410K | 0.53% | 60 |
|
|
2021
Q1 | $771K | Buy |
+2,356
| New | +$771K | 0.36% | 82 |
|