Lau Associates’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.33M | Hold |
5,798
| – | – | 0.66% | 38 |
|
2019
Q3 | $1.2M | Sell |
5,798
-4,300
| -43% | -$891K | 0.64% | 42 |
|
2019
Q2 | $2.07M | Buy |
10,098
+200
| +2% | +$40.9K | 0.99% | 29 |
|
2019
Q1 | $1.9M | Buy |
9,898
+1,700
| +21% | +$326K | 0.98% | 28 |
|
2018
Q4 | $1.37M | Buy |
8,198
+258
| +3% | +$43.1K | 0.76% | 38 |
|
2018
Q3 | $1.78M | Hold |
7,940
| – | – | 1.01% | 30 |
|
2018
Q2 | $1.75M | Buy |
7,940
+40
| +0.5% | +$8.82K | 1.2% | 22 |
|
2018
Q1 | $1.99M | Buy |
7,900
+200
| +3% | +$50.4K | 1.54% | 16 |
|
2017
Q4 | $1.96M | Hold |
7,700
| – | – | 1.53% | 18 |
|
2017
Q3 | $1.83M | Hold |
7,700
| – | – | 1.42% | 19 |
|
2017
Q2 | $1.71M | Buy |
7,700
+100
| +1% | +$22.2K | 1.37% | 20 |
|
2017
Q1 | $1.75M | Buy |
7,600
+100
| +1% | +$23K | 1.56% | 16 |
|
2016
Q4 | $1.8M | Buy |
7,500
+300
| +4% | +$71.8K | 1.82% | 16 |
|
2016
Q3 | $1.16M | Hold |
7,200
| – | – | 1.18% | 33 |
|
2016
Q2 | $1.07M | Buy |
+7,200
| New | +$1.07M | 1.13% | 35 |
|