Fusion Family Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-95
| Closed | -$22K | – | 132 |
|
|
2019
Q4 | $22K | Hold |
95
| – | – | 0.01% | 83 |
|
|
2019
Q3 | $20K | Sell |
95
-1,629
| -94% | -$343K | 0.01% | 90 |
|
|
2019
Q2 | $353K | Buy |
1,724
+1,629
| +1,715% | +$334K | 0.09% | 35 |
|
|
2019
Q1 | $18K | Sell |
95
-1,629
| -94% | -$309K | 0.01% | 93 |
|
|
2018
Q4 | $288K | Hold |
1,724
| – | – | 0.08% | 52 |
|
|
2018
Q3 | $387K | Hold |
1,724
| – | – | 0.1% | 42 |
|
|
2018
Q2 | $380K | Hold |
1,724
| – | – | 0.11% | 47 |
|
|
2018
Q1 | $434K | Buy |
1,724
+366
| +27% | +$92.1K | 0.15% | 34 |
|
|
2017
Q4 | $346K | Buy |
1,358
+1,250
| +1,157% | +$318K | 0.09% | 50 |
|
|
2017
Q3 | $26K | Sell |
108
-900
| -89% | -$217K | 0.01% | 124 |
|
|
2017
Q2 | $224K | Hold |
1,008
| – | – | 0.08% | 67 |
|
|
2017
Q1 | $232K | Sell |
1,008
-350
| -26% | -$80.6K | 0.09% | 65 |
|
|
2016
Q4 | $331K | Buy |
+1,358
| New | +$331K | 0.19% | 54 |
|