Berman Capital Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $468K | Buy |
1,240
+459
| +59% | +$173K | 0.07% | 140 |
|
|
2021
Q2 | $296K | Buy |
781
+136
| +21% | +$51.5K | 0.05% | 181 |
|
|
2021
Q1 | $210K | Buy |
645
+213
| +49% | +$69.3K | 0.04% | 184 |
|
|
2020
Q4 | $114K | Buy |
432
+198
| +85% | +$52.3K | 0.03% | 234 |
|
|
2020
Q3 | $46K | Sell |
234
-28
| -11% | -$5.5K | 0.01% | 363 |
|
|
2020
Q2 | $51K | Sell |
262
-125
| -32% | -$24.3K | 0.01% | 319 |
|
|
2020
Q1 | $59K | Sell |
387
-105
| -21% | -$16K | 0.02% | 263 |
|
|
2019
Q4 | $113K | Buy |
492
+1
| +0.2% | +$230 | 0.03% | 211 |
|
|
2019
Q3 | $101K | Buy |
491
+57
| +13% | +$11.7K | 0.03% | 209 |
|
|
2019
Q2 | $88K | Sell |
434
-30
| -6% | -$6.08K | 0.03% | 222 |
|
|
2019
Q1 | $89K | Buy |
464
+326
| +236% | +$62.5K | 0.03% | 206 |
|
|
2018
Q4 | $22K | Sell |
138
-200
| -59% | -$31.9K | 0.01% | 371 |
|
|
2018
Q3 | $76K | Buy |
338
+139
| +70% | +$31.3K | 0.03% | 105 |
|
|
2018
Q2 | $44K | Sell |
199
-19
| -9% | -$4.2K | 0.02% | 118 |
|
|
2018
Q1 | $55K | Buy |
+218
| New | +$55K | 0.02% | 112 |
|