AWA
ARS Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $378K | Buy |
996
+1
| +0.1% | +$380 | 0.07% | 95 |
|
|
2021
Q1 | $325K | Buy |
995
+1
| +0.1% | +$327 | 0.07% | 95 |
|
|
2020
Q4 | $262K | Buy |
+994
| New | +$262K | 0.06% | 102 |
|
|
2020
Q1 | – | Sell |
-965
| Closed | -$222K | – | 103 |
|
|
2019
Q4 | $222K | Buy |
965
+2
| +0.2% | +$460 | 0.06% | 105 |
|
|
2019
Q3 | $200K | Buy |
+963
| New | +$200K | 0.06% | 105 |
|
|
2018
Q4 | – | Sell |
-1,112
| Closed | -$249K | – | 111 |
|
|
2018
Q3 | $249K | Sell |
1,112
-102
| -8% | -$22.8K | 0.08% | 101 |
|
|
2018
Q2 | $268K | Buy |
1,214
+26
| +2% | +$5.74K | 0.1% | 92 |
|
|
2018
Q1 | $299K | Buy |
1,188
+9
| +0.8% | +$2.27K | 0.11% | 87 |
|
|
2017
Q4 | $300K | Buy |
1,179
+89
| +8% | +$22.6K | 0.11% | 92 |
|
|
2017
Q3 | $259K | Buy |
1,090
+124
| +13% | +$29.5K | 0.1% | 106 |
|
|
2017
Q2 | $214K | Buy |
966
+42
| +5% | +$9.3K | 0.09% | 110 |
|
|
2017
Q1 | $212K | Buy |
+924
| New | +$212K | 0.09% | 108 |
|