BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $236K | Sell |
731
-90
| -11% | -$29K | 0.03% | 244 |
|
|
2023
Q1 | $269K | Sell |
821
-167
| -17% | -$54.6K | 0.03% | 221 |
|
|
2022
Q4 | $339K | Buy |
988
+94
| +11% | +$32.3K | 0.04% | 206 |
|
|
2022
Q3 | $262K | Hold |
894
| – | – | 0.03% | 223 |
|
|
2022
Q2 | $266K | Sell |
894
-18
| -2% | -$5.36K | 0.03% | 223 |
|
|
2022
Q1 | $301K | Buy |
912
+202
| +28% | +$66.7K | 0.03% | 219 |
|
|
2021
Q4 | $272K | Sell |
710
-100
| -12% | -$38.3K | 0.03% | 244 |
|
|
2021
Q3 | $306K | Buy |
810
+140
| +21% | +$52.9K | 0.03% | 230 |
|
|
2021
Q2 | $254K | Hold |
670
| – | – | 0.03% | 255 |
|
|
2021
Q1 | $219K | Buy |
670
+250
| +60% | +$81.7K | 0.03% | 276 |
|
|
2020
Q4 | $111K | Buy |
420
+135
| +47% | +$35.7K | 0.02% | 277 |
|
|
2020
Q3 | $57K | Buy |
285
+17
| +6% | +$3.4K | 0.01% | 315 |
|
|
2020
Q2 | $53K | Sell |
268
-20
| -7% | -$3.96K | 0.01% | 323 |
|
|
2020
Q1 | $45K | Buy |
288
+38
| +15% | +$5.94K | 0.01% | 341 |
|
|
2019
Q4 | $57K | Hold |
250
| – | – | 0.01% | 288 |
|
|
2019
Q3 | $52K | Sell |
250
-56
| -18% | -$11.6K | 0.01% | 304 |
|
|
2019
Q2 | $63K | Hold |
306
| – | – | 0.02% | 280 |
|
|
2019
Q1 | $59K | Sell |
306
-100
| -25% | -$19.3K | 0.02% | 261 |
|
|
2018
Q4 | $68K | Hold |
406
| – | – | 0.02% | 231 |
|
|
2018
Q3 | $91K | Hold |
406
| – | – | 0.03% | 224 |
|
|
2018
Q2 | $90K | Buy |
406
+100
| +33% | +$22.2K | 0.03% | 225 |
|
|
2018
Q1 | $77K | Hold |
306
| – | – | 0.03% | 201 |
|
|
2017
Q4 | $78K | Hold |
306
| – | – | 0.04% | 170 |
|
|
2017
Q3 | $73K | Hold |
306
| – | – | 0.04% | 157 |
|
|
2017
Q2 | $68K | Buy |
+306
| New | +$68K | 0.03% | 207 |
|