LWA
Lenox Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $134K | Buy |
417
+21
| +5% | +$6.75K | 0.02% | 139 |
|
|
2021
Q4 | $151K | Buy |
396
+9
| +2% | +$3.43K | 0.02% | 132 |
|
|
2021
Q3 | $146K | Buy |
387
+3
| +0.8% | +$1.13K | 0.02% | 126 |
|
|
2021
Q2 | $146K | Hold |
384
| – | – | 0.02% | 129 |
|
|
2021
Q1 | $126K | Buy |
384
+54
| +16% | +$17.7K | 0.02% | 114 |
|
|
2020
Q4 | $87K | Buy |
330
+56
| +20% | +$14.8K | 0.01% | 132 |
|
|
2020
Q3 | $55K | Hold |
274
| – | – | 0.01% | 157 |
|
|
2020
Q2 | $54K | Hold |
274
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $42K | Hold |
274
| – | – | 0.01% | 155 |
|
|
2019
Q4 | $63K | Sell |
274
-100
| -27% | -$23K | 0.01% | 151 |
|
|
2019
Q3 | $78K | Sell |
374
-100
| -21% | -$20.9K | 0.01% | 125 |
|
|
2019
Q2 | $97K | Sell |
474
-216
| -31% | -$44.2K | 0.02% | 113 |
|
|
2019
Q1 | $132K | Buy |
690
+344
| +99% | +$65.8K | 0.02% | 90 |
|
|
2018
Q4 | $58K | Buy |
346
+296
| +592% | +$49.6K | 0.01% | 120 |
|
|
2018
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2018
Q1 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 320 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 414 |
|
|
2017
Q3 | $0 | Sell |
2
-75
| -97% | – | ﹤0.01% | 256 |
|
|
2017
Q2 | $17K | Buy |
+77
| New | +$17K | 0.01% | 81 |
|
|
2016
Q2 | – | Sell |
-45
| Closed | -$7K | – | 230 |
|
|
2016
Q1 | $7K | Sell |
45
-52
| -54% | -$8.09K | ﹤0.01% | 177 |
|
|
2015
Q4 | $17K | Buy |
97
+83
| +593% | +$14.5K | 0.01% | 153 |
|
|
2015
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 342 |
|
|
2015
Q2 | $3K | Sell |
14
-39
| -74% | -$8.36K | ﹤0.01% | 246 |
|
|
2015
Q1 | $10K | Buy |
53
+39
| +279% | +$7.36K | ﹤0.01% | 158 |
|
|
2014
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 284 |
|
|
2014
Q1 | – | Sell |
-84
| Closed | -$15K | – | 250 |
|
|
2013
Q4 | $15K | Buy |
+84
| New | +$15K | 0.01% | 134 |
|