KCM Investment Advisors’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-67,416
| Closed | -$1.63M | – | 463 |
|
|
2018
Q4 | $1.63M | Sell |
67,416
-950
| -1% | -$23K | 0.11% | 166 |
|
|
2018
Q3 | $1.74M | Buy |
68,366
+47
| +0.1% | +$1.2K | 0.1% | 176 |
|
|
2018
Q2 | $1.77M | Sell |
68,319
-153
| -0.2% | -$3.96K | 0.11% | 167 |
|
|
2018
Q1 | $1.82M | Sell |
68,472
-1,665
| -2% | -$44.3K | 0.11% | 176 |
|
|
2017
Q4 | $1.86M | Sell |
70,137
-995
| -1% | -$26.4K | 0.11% | 183 |
|
|
2017
Q3 | $1.94M | Buy |
71,132
+42
| +0.1% | +$1.14K | 0.12% | 179 |
|
|
2017
Q2 | $2M | Sell |
71,090
-958
| -1% | -$27K | 0.13% | 179 |
|
|
2017
Q1 | $1.93M | Sell |
72,048
-556
| -0.8% | -$14.9K | 0.12% | 182 |
|
|
2016
Q4 | $1.84M | Buy |
72,604
+1,245
| +2% | +$31.6K | 0.12% | 188 |
|
|
2016
Q3 | $1.91M | Sell |
71,359
-310
| -0.4% | -$8.31K | 0.13% | 181 |
|
|
2016
Q2 | $1.9M | Buy |
71,669
+643
| +0.9% | +$17K | 0.13% | 178 |
|
|
2016
Q1 | $1.78M | Sell |
71,026
-884
| -1% | -$22.1K | 0.13% | 183 |
|
|
2015
Q4 | $1.86M | Sell |
71,910
-3,428
| -5% | -$88.8K | 0.15% | 173 |
|
|
2015
Q3 | $1.84M | Buy |
+75,338
| New | +$1.84M | 0.15% | 173 |
|