Cedar Brook Financial Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,762
| Closed | -$736K | – | 178 |
|
|
2024
Q1 | $736K | Buy |
1,762
+10
| +0.6% | +$4.18K | 0.15% | 161 |
|
|
2023
Q4 | $665K | Buy |
1,752
+73
| +4% | +$27.7K | 0.15% | 154 |
|
|
2023
Q3 | $543K | Sell |
1,679
-60
| -3% | -$19.4K | 0.14% | 159 |
|
|
2023
Q2 | $561K | Buy |
1,739
+6
| +0.3% | +$1.94K | 0.13% | 161 |
|
|
2023
Q1 | $567K | Buy |
1,733
+393
| +29% | +$129K | 0.15% | 161 |
|
|
2022
Q4 | $460K | Buy |
1,340
+88
| +7% | +$30.2K | 0.13% | 188 |
|
|
2022
Q3 | $367K | Sell |
1,252
-5
| -0.4% | -$1.47K | 0.12% | 204 |
|
|
2022
Q2 | $373K | Sell |
1,257
-8
| -0.6% | -$2.37K | 0.12% | 203 |
|
|
2022
Q1 | $418K | Sell |
1,265
-22
| -2% | -$7.27K | 0.11% | 207 |
|
|
2021
Q4 | $492K | Buy |
1,287
+81
| +7% | +$31K | 0.13% | 184 |
|
|
2021
Q3 | $456K | Sell |
1,206
-151
| -11% | -$57.1K | 0.14% | 179 |
|
|
2021
Q2 | $515K | Buy |
1,357
+42
| +3% | +$15.9K | 0.15% | 174 |
|
|
2021
Q1 | $430K | Sell |
1,315
-13
| -1% | -$4.25K | 0.15% | 164 |
|
|
2020
Q4 | $350K | Buy |
1,328
+36
| +3% | +$9.49K | 0.12% | 187 |
|
|
2020
Q3 | $260K | Sell |
1,292
-3
| -0.2% | -$604 | 0.1% | 224 |
|
|
2020
Q2 | $256K | Sell |
1,295
-129
| -9% | -$25.5K | 0.11% | 221 |
|
|
2020
Q1 | $220K | Buy |
1,424
+105
| +8% | +$16.2K | 0.12% | 210 |
|
|
2019
Q4 | $303K | Sell |
1,319
-440
| -25% | -$101K | 0.13% | 204 |
|
|
2019
Q3 | $364K | Sell |
1,759
-20
| -1% | -$4.14K | 0.16% | 184 |
|
|
2019
Q2 | $364K | Sell |
1,779
-70
| -4% | -$14.3K | 0.17% | 176 |
|
|
2019
Q1 | $355K | Buy |
1,849
+501
| +37% | +$96.2K | 0.17% | 177 |
|
|
2018
Q4 | $225K | Buy |
+1,348
| New | +$225K | 0.14% | 206 |
|