Integrated 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
Q1 | $272K | Buy |
1,183
+274
| +30% | +$63K | 0.09% | 197 |
|
|
2016
Q4 | $218K | Buy |
909
+1
| +0.1% | +$240 | 0.08% | 221 |
|
|
2016
Q3 | $146K | Sell |
908
-305
| -25% | -$49K | 0.05% | 270 |
|
|
2016
Q2 | $180K | Buy |
1,213
+3
| +0.2% | +$445 | 0.07% | 226 |
|
|
2016
Q1 | $190K | Sell |
1,210
-136
| -10% | -$21.4K | 0.08% | 194 |
|
|
2015
Q4 | $243K | Buy |
1,346
+105
| +8% | +$19K | 0.1% | 156 |
|
|
2015
Q3 | $216K | Buy |
1,241
+101
| +9% | +$17.6K | 0.09% | 172 |
|
|
2015
Q2 | $238K | Buy |
1,140
+29
| +3% | +$6.05K | 0.09% | 168 |
|
|
2015
Q1 | $208K | Buy |
+1,111
| New | +$208K | 0.09% | 177 |
|