Advocacy Wealth Management Services’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-105
| Closed | -$24K | – | 124 |
|
|
2019
Q4 | $24K | Sell |
105
-5
| -5% | -$1.14K | 0.01% | 88 |
|
|
2019
Q3 | $23K | Hold |
110
| – | – | 0.02% | 86 |
|
|
2019
Q2 | $23K | Hold |
110
| – | – | 0.02% | 91 |
|
|
2019
Q1 | $22K | Buy |
110
+42
| +62% | +$8.4K | 0.02% | 77 |
|
|
2018
Q4 | $11K | Hold |
68
| – | – | 0.01% | 112 |
|
|
2018
Q3 | $15K | Hold |
68
| – | – | 0.01% | 108 |
|
|
2018
Q2 | $15K | Hold |
68
| – | – | 0.01% | 104 |
|
|
2018
Q1 | $17K | Hold |
68
| – | – | 0.01% | 101 |
|
|
2017
Q4 | $17K | Hold |
68
| – | – | 0.01% | 120 |
|
|
2017
Q3 | $16K | Buy |
68
+19
| +39% | +$4.47K | 0.01% | 149 |
|
|
2017
Q2 | $11K | Buy |
+49
| New | +$11K | ﹤0.01% | 180 |
|
|
2016
Q2 | – | Sell |
-2
| Closed | – | – | 419 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 532 |
|