AmeriServ Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $206K | Hold |
1,000
| – | – | 0.28% | 59 |
|
|
2019
Q2 | $206K | Buy |
+1,000
| New | +$206K | 0.27% | 66 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$221K | – | 71 |
|
|
2018
Q3 | $221K | Hold |
1,000
| – | – | 0.28% | 66 |
|
|
2018
Q2 | $227K | Hold |
1,000
| – | – | 0.3% | 63 |
|
|
2018
Q1 | $248K | Hold |
1,000
| – | – | 0.28% | 59 |
|
|
2017
Q4 | $270K | Buy |
+1,000
| New | +$270K | 0.26% | 59 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$209K | – | 96 |
|
|
2015
Q2 | $209K | Sell |
1,000
-100
| -9% | -$20.9K | 0.24% | 82 |
|
|
2015
Q1 | $207K | Sell |
1,100
-2,500
| -69% | -$470K | 0.24% | 80 |
|
|
2014
Q4 | $698K | Hold |
3,600
| – | – | 0.68% | 36 |
|
|
2014
Q3 | $661K | Hold |
3,600
| – | – | 1.14% | 25 |
|
|
2014
Q2 | $603K | Sell |
3,600
-1,050
| -23% | -$176K | 0.65% | 42 |
|
|
2014
Q1 | $762K | Sell |
4,650
-5,900
| -56% | -$967K | 0.77% | 41 |
|
|
2013
Q4 | $1.87M | Sell |
10,550
-50
| -0.5% | -$8.86K | 1.12% | 19 |
|
|
2013
Q3 | $1.68M | Hold |
10,600
| – | – | 1.07% | 21 |
|
|
2013
Q2 | $1.6M | Buy |
+10,600
| New | +$1.6M | 1.03% | 24 |
|