Johanson Financial Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $420K | Hold |
1,099
| – | – | 0.13% | 93 |
|
|
2021
Q3 | $415K | Buy |
1,099
+10
| +0.9% | +$3.78K | 0.14% | 86 |
|
|
2021
Q2 | $406K | Buy |
1,089
+29
| +3% | +$10.8K | 0.14% | 88 |
|
|
2021
Q1 | $356K | Buy |
1,060
+58
| +6% | +$19.5K | 0.13% | 89 |
|
|
2020
Q4 | $264K | Buy |
1,002
+6
| +0.6% | +$1.58K | 0.11% | 94 |
|
|
2020
Q3 | $201K | Buy |
+996
| New | +$201K | 0.09% | 98 |
|
|
2020
Q1 | – | Sell |
-200,344
| Closed | -$872K | – | 149 |
|
|
2019
Q4 | $872K | Buy |
+200,344
| New | +$872K | 0.04% | 151 |
|
|
2018
Q4 | – | Sell |
-1,024
| Closed | -$229K | – | 89 |
|
|
2018
Q3 | $229K | Buy |
+1,024
| New | +$229K | 0.13% | 85 |
|
|
2018
Q1 | – | Sell |
-821
| Closed | -$210K | – | 83 |
|
|
2017
Q4 | $210K | Sell |
821
-87
| -10% | -$22.3K | 0.14% | 82 |
|
|
2017
Q3 | $216K | Buy |
+908
| New | +$216K | 0.16% | 82 |
|