Linscomb Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,143
| Closed | -$219K | – | 273 |
|
|
2019
Q1 | $219K | Sell |
1,143
-59
| -5% | -$11.3K | 0.02% | 249 |
|
|
2018
Q4 | $201K | Buy |
1,202
+288
| +32% | +$48.2K | 0.02% | 256 |
|
|
2018
Q3 | $205K | Hold |
914
| – | – | 0.02% | 270 |
|
|
2018
Q2 | $202K | Hold |
914
| – | – | 0.02% | 265 |
|
|
2018
Q1 | $230K | Hold |
914
| – | – | 0.02% | 242 |
|
|
2017
Q4 | $233K | Sell |
914
-17
| -2% | -$4.33K | 0.02% | 248 |
|
|
2017
Q3 | $221K | Buy |
+931
| New | +$221K | 0.02% | 246 |
|
|
2017
Q2 | – | Sell |
-914
| Closed | -$210K | – | 254 |
|
|
2017
Q1 | $210K | Sell |
914
-197
| -18% | -$45.3K | 0.02% | 233 |
|
|
2016
Q4 | $266K | Buy |
+1,111
| New | +$266K | 0.02% | 219 |
|
|
2016
Q1 | – | Sell |
-1,456
| Closed | -$262K | – | 259 |
|
|
2015
Q4 | $262K | Sell |
1,456
-11
| -0.7% | -$1.98K | 0.03% | 220 |
|
|
2015
Q3 | $255K | Sell |
1,467
-32
| -2% | -$5.56K | 0.03% | 225 |
|
|
2015
Q2 | $313K | Buy |
1,499
+173
| +13% | +$36.1K | 0.03% | 215 |
|
|
2015
Q1 | $249K | Sell |
1,326
-127
| -9% | -$23.8K | 0.03% | 235 |
|
|
2014
Q4 | $281K | Buy |
1,453
+57
| +4% | +$11K | 0.03% | 227 |
|
|
2014
Q3 | $256K | Buy |
1,396
+161
| +13% | +$29.5K | 0.03% | 240 |
|
|
2014
Q2 | $207K | Sell |
1,235
-5
| -0.4% | -$838 | 0.02% | 261 |
|
|
2014
Q1 | $203K | Buy |
+1,240
| New | +$203K | 0.02% | 263 |
|