Kovitz Investment Group’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-40,239
| Closed | -$6.74M | – | 101 |
|
|
2014
Q2 | $6.74M | Sell |
40,239
-112,886
| -74% | -$18.9M | 0.35% | 39 |
|
|
2014
Q1 | $22.5M | Sell |
153,125
-18,552
| -11% | -$2.73M | 1.16% | 36 |
|
|
2013
Q4 | $30.4M | Sell |
171,677
-59,277
| -26% | -$10.5M | 1.39% | 34 |
|
|
2013
Q3 | $36.5M | Sell |
230,954
-430
| -0.2% | -$68K | 1.77% | 28 |
|
|
2013
Q2 | $35M | Buy |
+231,384
| New | +$35M | 1.79% | 25 |
|