BAM
Bruderman Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-455
| Closed | -$87K | – | 290 |
|
|
2019
Q1 | $87K | Sell |
455
-27
| -6% | -$5.16K | 0.02% | 212 |
|
|
2018
Q4 | $80K | Sell |
482
-20,239
| -98% | -$3.36M | 0.02% | 203 |
|
|
2018
Q3 | $4.65M | Buy |
20,721
+2,842
| +16% | +$637K | 1.07% | 37 |
|
|
2018
Q2 | $3.94M | Buy |
17,879
+9,638
| +117% | +$2.13M | 0.96% | 43 |
|
|
2018
Q1 | $2.08M | Sell |
8,241
-137
| -2% | -$34.5K | 0.5% | 52 |
|
|
2017
Q4 | $2.13M | Buy |
8,378
+70
| +0.8% | +$17.8K | 0.54% | 50 |
|
|
2017
Q3 | $1.97M | Buy |
8,308
+383
| +5% | +$90.8K | 0.51% | 51 |
|
|
2017
Q2 | $1.76M | Buy |
7,925
+5,536
| +232% | +$1.23M | 0.47% | 53 |
|
|
2017
Q1 | $549K | Buy |
2,389
+2,089
| +696% | +$480K | 0.16% | 78 |
|
|
2016
Q4 | $72K | Hold |
300
| – | – | 0.02% | 171 |
|
|
2016
Q3 | $48K | Hold |
300
| – | – | 0.01% | 205 |
|
|
2016
Q2 | $45K | Sell |
300
-120
| -29% | -$18K | 0.01% | 209 |
|
|
2016
Q1 | $66K | Hold |
420
| – | – | 0.02% | 177 |
|
|
2015
Q4 | $76K | Hold |
420
| – | – | 0.03% | 171 |
|
|
2015
Q3 | $73K | Hold |
420
| – | – | 0.03% | 177 |
|
|
2015
Q2 | $88K | Hold |
420
| – | – | 0.03% | 166 |
|
|
2015
Q1 | $79K | Buy |
+420
| New | +$79K | 0.03% | 176 |
|