B. Riley Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $22.4K | Buy |
4,462
+106
| +2% | +$532 | 0.03% | 100 |
|
2022
Q1 | $1.44M | Sell |
4,356
-7,572
| -63% | -$2.5M | 0.11% | 179 |
|
2021
Q4 | $4.56M | Buy |
11,928
+7,590
| +175% | +$2.9M | 0.32% | 77 |
|
2021
Q3 | $1.64M | Sell |
4,338
-96
| -2% | -$36.3K | 0.13% | 164 |
|
2021
Q2 | $1.68M | Buy |
4,434
+1,473
| +50% | +$559K | 0.19% | 118 |
|
2021
Q1 | $968K | Buy |
2,961
+461
| +18% | +$151K | 0.11% | 157 |
|
2020
Q4 | $659K | Buy |
2,500
+672
| +37% | +$177K | 0.09% | 179 |
|
2020
Q3 | $367K | Buy |
1,828
+501
| +38% | +$101K | 0.04% | 270 |
|
2020
Q2 | $262K | Sell |
1,327
-354
| -21% | -$69.9K | 0.03% | 325 |
|
2020
Q1 | $260K | Buy |
1,681
+547
| +48% | +$84.6K | 0.03% | 383 |
|
2019
Q4 | $261K | Buy |
1,134
+17
| +2% | +$3.91K | 0.04% | 311 |
|
2019
Q3 | $231K | Sell |
1,117
-1,235
| -53% | -$255K | 0.04% | 321 |
|
2019
Q2 | $481 | Buy |
2,352
+116
| +5% | +$24 | 0.07% | 211 |
|
2019
Q1 | $429K | Buy |
2,236
+694
| +45% | +$133K | 0.07% | 224 |
|
2018
Q4 | $257K | Sell |
1,542
-652
| -30% | -$109K | 0.05% | 269 |
|
2018
Q3 | $492K | Buy |
+2,194
| New | +$492K | 0.12% | 147 |
|
2014
Q3 | – | Hold |
0
| – | – | – | 1100 |
|
2014
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1125 |
|
2014
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1039 |
|