LWM
LBA Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $73K | Hold |
317
| – | – | 0.04% | 171 |
|
|
2016
Q4 | $76K | Hold |
317
| – | – | 0.04% | 162 |
|
|
2016
Q3 | $51K | Buy |
317
+56
| +21% | +$9.01K | 0.03% | 198 |
|
|
2016
Q2 | $39K | Buy |
261
+11
| +4% | +$1.64K | 0.02% | 211 |
|
|
2016
Q1 | $39K | Hold |
250
| – | – | 0.02% | 208 |
|
|
2015
Q4 | $45K | Buy |
+250
| New | +$45K | 0.03% | 212 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$52K | – | 355 |
|
|
2015
Q2 | $52K | Hold |
250
| – | – | 0.03% | 159 |
|
|
2015
Q1 | $47K | Hold |
250
| – | – | 0.03% | 173 |
|
|
2014
Q4 | $48K | Hold |
250
| – | – | 0.03% | 171 |
|
|
2014
Q3 | $46K | Hold |
250
| – | – | 0.03% | 175 |
|
|
2014
Q2 | $42K | Sell |
250
-3,045
| -92% | -$512K | 0.03% | 170 |
|
|
2014
Q1 | $107K | Hold |
3,295
| – | – | 0.09% | 124 |
|
|
2013
Q4 | $107K | Buy |
+3,295
| New | +$107K | 0.09% | 122 |
|