FDx Advisors’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 |
-540
| Closed | -$226K | – | 264 |
|
|
2024
Q1 | $226K | Buy |
+540
| New | +$226K | 0.03% | 327 |
|
|
2020
Q1 | – | Sell |
-1,041
| Closed | -$239K | – | 564 |
|
|
2019
Q4 | $239K | Sell |
1,041
-329
| -24% | -$75.5K | 0.01% | 550 |
|
|
2019
Q3 | $284K | Buy |
+1,370
| New | +$284K | 0.02% | 498 |
|
|
2019
Q1 | – | Sell |
-1,544
| Closed | -$258K | – | 795 |
|
|
2018
Q4 | $258K | Sell |
1,544
-2,943
| -66% | -$492K | 0.02% | 451 |
|
|
2018
Q3 | $1.01M | Buy |
4,487
+2,597
| +137% | +$582K | 0.04% | 340 |
|
|
2018
Q2 | $417K | Sell |
1,890
-6,598
| -78% | -$1.46M | 0.02% | 608 |
|
|
2018
Q1 | $2.14M | Buy |
8,488
+871
| +11% | +$219K | 0.06% | 274 |
|
|
2017
Q4 | $1.94M | Sell |
7,617
-1,134
| -13% | -$289K | 0.05% | 326 |
|
|
2017
Q3 | $2.08M | Buy |
8,751
+1,162
| +15% | +$276K | 0.06% | 300 |
|
|
2017
Q2 | $1.68M | Buy |
7,589
+1,039
| +16% | +$231K | 0.05% | 354 |
|
|
2017
Q1 | $1.51M | Sell |
6,550
-1,079
| -14% | -$248K | 0.05% | 389 |
|
|
2016
Q4 | $1.83M | Buy |
7,629
+5,652
| +286% | +$1.35M | 0.05% | 311 |
|
|
2016
Q3 | $319K | Buy |
1,977
+505
| +34% | +$81.5K | 0.01% | 756 |
|
|
2016
Q2 | $219K | Sell |
1,472
-627
| -30% | -$93.3K | 0.01% | 814 |
|
|
2016
Q1 | $330K | Sell |
2,099
-670
| -24% | -$105K | 0.02% | 699 |
|
|
2015
Q4 | $499K | Buy |
+2,769
| New | +$499K | 0.02% | 561 |
|
|
2015
Q3 | – | Sell |
-2,558
| Closed | -$533K | – | 790 |
|
|
2015
Q2 | $533K | Buy |
2,558
+758
| +42% | +$158K | 0.03% | 555 |
|
|
2015
Q1 | $330K | Sell |
1,800
-269
| -13% | -$49.3K | 0.01% | 1167 |
|
|
2014
Q4 | $401K | Buy |
2,069
+218
| +12% | +$42.3K | 0.02% | 620 |
|
|
2014
Q3 | $340K | Sell |
1,851
-199
| -10% | -$36.6K | 0.02% | 742 |
|
|
2014
Q2 | $343K | Sell |
2,050
-3,227
| -61% | -$540K | 0.02% | 732 |
|
|
2014
Q1 | $865K | Buy |
5,277
+795
| +18% | +$130K | 0.07% | 279 |
|
|
2013
Q4 | $794K | Sell |
4,482
-3,702
| -45% | -$656K | 0.08% | 248 |
|
|
2013
Q3 | $1.3M | Buy |
8,184
+2,043
| +33% | +$323K | 0.15% | 138 |
|
|
2013
Q2 | $929K | Buy |
+6,141
| New | +$929K | 0.12% | 160 |
|