Loeb Partners Corp’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$33K | – | 197 |
|
|
2018
Q4 | $33K | Buy |
+200
| New | +$33K | 0.02% | 185 |
|
|
2017
Q2 | – | Sell |
-1,050
| Closed | -$241K | – | 174 |
|
|
2017
Q1 | $241K | Hold |
1,050
| – | – | 0.07% | 149 |
|
|
2016
Q4 | $251K | Sell |
1,050
-3,100
| -75% | -$741K | 0.08% | 140 |
|
|
2016
Q3 | $669K | Hold |
4,150
| – | – | 0.24% | 91 |
|
|
2016
Q2 | $617K | Hold |
4,150
| – | – | 0.2% | 91 |
|
|
2016
Q1 | $651K | Hold |
4,150
| – | – | 0.23% | 90 |
|
|
2015
Q4 | $748K | Hold |
4,150
| – | – | 0.24% | 84 |
|
|
2015
Q3 | $721K | Buy |
4,150
+100
| +2% | +$17.4K | 0.26% | 86 |
|
|
2015
Q2 | $846K | Buy |
+4,050
| New | +$846K | 0.25% | 87 |
|