Jolley Asset Management’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 | $345K | Buy |
2,231
+294
| +15% | +$45.5K | 0.27% | 57 |
|
|
2019
Q4 | $445K | Buy |
1,937
+433
| +29% | +$99.5K | 0.25% | 53 |
|
|
2019
Q3 | $312K | Buy |
1,504
+291
| +24% | +$60.4K | 0.2% | 52 |
|
|
2019
Q2 | $248K | Buy |
+1,213
| New | +$248K | 0.16% | 58 |
|
|
2018
Q4 | – | Sell |
-2,865
| Closed | -$642K | – | 61 |
|
|
2018
Q3 | $642K | Buy |
2,865
+1,710
| +148% | +$383K | 0.43% | 38 |
|
|
2018
Q2 | $255K | Buy |
1,155
+1,055
| +1,055% | +$233K | 0.17% | 61 |
|
|
2018
Q1 | $25K | Hold |
100
| – | – | 0.02% | 127 |
|
|
2017
Q4 | $25K | Hold |
100
| – | – | 0.02% | 121 |
|
|
2017
Q3 | $24K | Hold |
100
| – | – | 0.02% | 122 |
|
|
2017
Q2 | $22K | Hold |
100
| – | – | 0.02% | 127 |
|
|
2017
Q1 | $23K | Hold |
100
| – | – | 0.02% | 120 |
|
|
2016
Q4 | $24K | Hold |
100
| – | – | 0.02% | 122 |
|
|
2016
Q3 | $16K | Buy |
100
+50
| +100% | +$8K | 0.01% | 126 |
|
|
2016
Q2 | $7K | Buy |
+50
| New | +$7K | 0.01% | 133 |
|