Lenox Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $27K | Sell |
141
-10
| -7% | -$1.92K | 0.01% | 321 |
|
|
2020
Q1 | $23K | Hold |
151
| – | – | 0.01% | 317 |
|
|
2019
Q4 | $35K | Hold |
151
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $31K | Sell |
151
-169
| -53% | -$34.7K | 0.01% | 306 |
|
|
2019
Q2 | $65K | Sell |
320
-8
| -2% | -$1.63K | 0.02% | 226 |
|
|
2019
Q1 | $63K | Buy |
328
+8
| +3% | +$1.54K | 0.02% | 226 |
|
|
2018
Q4 | $53K | Buy |
320
+27
| +9% | +$4.47K | 0.02% | 206 |
|
|
2018
Q3 | $66K | Sell |
293
-5
| -2% | -$1.13K | 0.02% | 219 |
|
|
2018
Q2 | $66K | Sell |
298
-7
| -2% | -$1.55K | 0.02% | 202 |
|
|
2018
Q1 | $76K | Buy |
305
+35
| +13% | +$8.72K | 0.02% | 182 |
|
|
2017
Q4 | $69K | Hold |
270
| – | – | 0.02% | 183 |
|
|
2017
Q3 | $64K | Sell |
270
-6
| -2% | -$1.42K | 0.02% | 199 |
|
|
2017
Q2 | $61K | Sell |
276
-32
| -10% | -$7.07K | 0.02% | 191 |
|
|
2017
Q1 | $71K | Sell |
308
-51
| -14% | -$11.8K | 0.05% | 73 |
|
|
2016
Q4 | $86K | Buy |
359
+4
| +1% | +$958 | 0.07% | 68 |
|
|
2016
Q3 | $57K | Sell |
355
-3
| -0.8% | -$482 | 0.05% | 95 |
|
|
2016
Q2 | $53K | Sell |
358
-20
| -5% | -$2.96K | 0.04% | 103 |
|
|
2016
Q1 | $59K | Sell |
378
-75
| -17% | -$11.7K | 0.04% | 98 |
|
|
2015
Q4 | $82K | Sell |
453
-158
| -26% | -$28.6K | 0.06% | 80 |
|
|
2015
Q3 | $106K | Buy |
611
+15
| +3% | +$2.6K | 0.09% | 52 |
|
|
2015
Q2 | $124K | Sell |
596
-2
| -0.3% | -$416 | 0.09% | 49 |
|
|
2015
Q1 | $112K | Sell |
598
-100
| -14% | -$18.7K | 0.08% | 57 |
|
|
2014
Q4 | $135K | Sell |
698
-1
| -0.1% | -$193 | 0.09% | 51 |
|
|
2014
Q3 | $128K | Sell |
699
-18
| -3% | -$3.3K | 0.09% | 56 |
|
|
2014
Q2 | $120K | Sell |
717
-129
| -15% | -$21.6K | 0.08% | 64 |
|
|
2014
Q1 | $139K | Sell |
846
-146
| -15% | -$24K | 0.07% | 63 |
|
|
2013
Q4 | $176K | Buy |
+992
| New | +$176K | 0.12% | 53 |
|