Concert Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,899
| Closed | -$1.17M | – | 262 |
|
|
2017
Q1 | $1.17M | Sell |
4,899
-549
| -10% | -$131K | 0.26% | 110 |
|
|
2016
Q4 | $1.3M | Sell |
5,448
-1,234
| -18% | -$295K | 0.29% | 95 |
|
|
2016
Q3 | $1.08M | Sell |
6,682
-7,227
| -52% | -$1.17M | 0.13% | 206 |
|
|
2016
Q2 | $2.06M | Buy |
13,909
+2,439
| +21% | +$361K | 0.28% | 85 |
|
|
2016
Q1 | $1.8M | Buy |
11,470
+53
| +0.5% | +$8.33K | 0.24% | 107 |
|
|
2015
Q4 | $2.06M | Buy |
11,417
+1,072
| +10% | +$193K | 0.28% | 84 |
|
|
2015
Q3 | $1.79M | Buy |
10,345
+515
| +5% | +$89K | 0.24% | 95 |
|
|
2015
Q2 | $2.05M | Buy |
9,830
+5,354
| +120% | +$1.12M | 0.26% | 86 |
|
|
2015
Q1 | $641K | Sell |
4,476
-67
| -1% | -$9.6K | 0.18% | 162 |
|
|
2014
Q4 | $884K | Sell |
4,543
-1,038
| -19% | -$202K | 0.13% | 201 |
|
|
2014
Q3 | $1.03M | Sell |
5,581
-129
| -2% | -$23.7K | 0.14% | 126 |
|
|
2014
Q2 | $920K | Sell |
5,710
-31
| -0.5% | -$5K | 0.11% | 152 |
|
|
2014
Q1 | $927K | Sell |
5,741
-356
| -6% | -$57.5K | 0.12% | 148 |
|
|
2013
Q4 | $1.08M | Buy |
6,097
+392
| +7% | +$69.6K | 0.14% | 123 |
|
|
2013
Q3 | $907K | Buy |
5,705
+404
| +8% | +$64.2K | 0.13% | 131 |
|
|
2013
Q2 | $800K | Buy |
+5,301
| New | +$800K | 0.12% | 138 |
|