CWM
Cedar Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-636
| Closed | -$266K | – | 323 |
|
|
2024
Q1 | $266K | Sell |
636
-6
| -0.9% | -$2.51K | 0.09% | 97 |
|
|
2023
Q4 | $248K | Buy |
642
+16
| +3% | +$6.17K | 0.09% | 97 |
|
|
2023
Q3 | $203K | Hold |
626
| – | – | 0.08% | 104 |
|
|
2023
Q2 | $202K | Hold |
626
| – | – | 0.08% | 105 |
|
|
2023
Q1 | $205K | Buy |
+626
| New | +$205K | 0.08% | 97 |
|
|
2021
Q3 | – | Sell |
-377
| Closed | -$143K | – | 271 |
|
|
2021
Q2 | $143K | Hold |
377
| – | – | 0.06% | 121 |
|
|
2021
Q1 | $123K | Hold |
377
| – | – | 0.06% | 115 |
|
|
2020
Q4 | $99K | Hold |
377
| – | – | 0.05% | 110 |
|
|
2020
Q3 | $76K | Sell |
377
-2
| -0.5% | -$403 | 0.05% | 115 |
|
|
2020
Q2 | $75K | Hold |
379
| – | – | 0.05% | 113 |
|
|
2020
Q1 | $59K | Sell |
379
-102
| -21% | -$15.9K | 0.04% | 119 |
|
|
2019
Q4 | $111K | Sell |
481
-178
| -27% | -$41.1K | 0.07% | 75 |
|
|
2019
Q3 | $137K | Sell |
659
-50
| -7% | -$10.4K | 0.09% | 77 |
|
|
2019
Q2 | $145K | Hold |
709
| – | – | 0.09% | 78 |
|
|
2019
Q1 | $136K | Sell |
709
-180
| -20% | -$34.5K | 0.09% | 73 |
|
|
2018
Q4 | $149K | Sell |
889
-15
| -2% | -$2.51K | 0.11% | 63 |
|
|
2018
Q3 | $203K | Sell |
904
-40
| -4% | -$8.98K | 0.11% | 54 |
|
|
2018
Q2 | $208K | Buy |
944
+20
| +2% | +$4.41K | 0.12% | 48 |
|
|
2018
Q1 | $233K | Buy |
924
+7
| +0.8% | +$1.77K | 0.14% | 44 |
|
|
2017
Q4 | $234K | Buy |
917
+6
| +0.7% | +$1.53K | 0.14% | 40 |
|
|
2017
Q3 | $216K | Sell |
911
-16
| -2% | -$3.79K | 0.13% | 45 |
|
|
2017
Q2 | $206K | Sell |
927
-47
| -5% | -$10.4K | 0.13% | 47 |
|
|
2017
Q1 | $224K | Sell |
974
-9
| -0.9% | -$2.07K | 0.14% | 48 |
|
|
2016
Q4 | $235K | Hold |
983
| – | – | 0.16% | 45 |
|
|
2016
Q3 | $159K | Buy |
983
+37
| +4% | +$5.99K | 0.11% | 41 |
|
|
2016
Q2 | $141K | Buy |
946
+284
| +43% | +$42.3K | 0.09% | 57 |
|
|
2016
Q1 | $104K | Buy |
+662
| New | +$104K | 0.07% | 48 |
|