Balasa Dinverno & Foltz’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $832K | Buy |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $839K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $951K | Buy |
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|
2021
Q2 | $791K | Buy |
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|
2021
Q1 | $597K | Buy |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $229K | Sell |
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|
2017
Q3 | $215K | Sell |
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|
2017
Q2 | $219K | Buy |
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|
2017
Q1 | $212K | Buy |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $214K | Sell |
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|
2015
Q4 | $329K | Sell |
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|
2015
Q3 | $338K | Buy |
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|
2015
Q2 | $406K | Sell |
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|
2015
Q1 | $448K | Buy |
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|
2014
Q4 | $424K | Buy |
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|
2014
Q3 | $382K | Buy |
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|
2014
Q2 | $342K | Sell |
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|
2014
Q1 | $354K | Buy |
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|
2013
Q4 | $334K | Buy |
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|
2013
Q3 | $297K | Hold |
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|
2013
Q2 | $284K | Buy |
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