First Personal Financial Services’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $496 | Sell |
1
-59
| -98% | -$29.3K | ﹤0.01% | 399 |
|
2024
Q2 | $27.1K | Hold |
60
| – | – | 0.01% | 221 |
|
2024
Q1 | $25.1K | Buy |
+60
| New | +$25.1K | 0.01% | 228 |
|
2020
Q1 | – | Sell |
-18
| Closed | -$4K | – | 390 |
|
2019
Q4 | $4K | Sell |
18
-118
| -87% | -$26.2K | ﹤0.01% | 320 |
|
2019
Q3 | $28K | Sell |
136
-10
| -7% | -$2.06K | 0.01% | 297 |
|
2019
Q2 | $30K | Buy |
146
+17
| +13% | +$3.49K | 0.01% | 356 |
|
2019
Q1 | $25K | Sell |
129
-18
| -12% | -$3.49K | 0.01% | 370 |
|
2018
Q4 | $25K | Sell |
147
-41
| -22% | -$6.97K | 0.01% | 346 |
|
2018
Q3 | $42K | Buy |
188
+54
| +40% | +$12.1K | 0.01% | 311 |
|
2018
Q2 | $30K | Sell |
134
-54
| -29% | -$12.1K | 0.01% | 340 |
|
2018
Q1 | $47K | Sell |
188
-127
| -40% | -$31.8K | 0.01% | 449 |
|
2017
Q4 | $80K | Sell |
315
-210
| -40% | -$53.3K | 0.02% | 376 |
|
2017
Q3 | $125K | Hold |
525
| – | – | 0.03% | 278 |
|
2017
Q2 | $116K | Buy |
525
+366
| +230% | +$80.9K | 0.03% | 290 |
|
2017
Q1 | $37K | Hold |
159
| – | – | 0.01% | 453 |
|
2016
Q4 | $38K | Buy |
159
+70
| +79% | +$16.7K | 0.01% | 424 |
|
2016
Q3 | $14K | Buy |
89
+70
| +368% | +$11K | ﹤0.01% | 500 |
|
2016
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 733 |
|
2015
Q4 | – | Sell |
-10
| Closed | -$2K | – | 437 |
|
2015
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 390 |
|