MYCIO Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,949
| Closed | -$448K | – | 175 |
|
|
2019
Q4 | $448K | Buy |
1,949
+1
| +0.1% | +$230 | 0.03% | 206 |
|
|
2019
Q3 | $404K | Sell |
1,948
-205
| -10% | -$42.5K | 0.03% | 203 |
|
|
2019
Q2 | $441K | Buy |
2,153
+62
| +3% | +$12.7K | 0.03% | 182 |
|
|
2019
Q1 | $402K | Hold |
2,091
| – | – | 0.03% | 180 |
|
|
2018
Q4 | $349K | Buy |
2,091
+1
| +0% | +$167 | 0.03% | 188 |
|
|
2018
Q3 | $469K | Sell |
2,090
-137
| -6% | -$30.7K | 0.05% | 160 |
|
|
2018
Q2 | $491K | Buy |
2,227
+92
| +4% | +$20.3K | 0.05% | 154 |
|
|
2018
Q1 | $538K | Sell |
2,135
-475
| -18% | -$120K | 0.06% | 127 |
|
|
2017
Q4 | $665K | Buy |
2,610
+500
| +24% | +$127K | 0.07% | 114 |
|
|
2017
Q3 | $500K | Sell |
2,110
-1,499
| -42% | -$355K | 0.06% | 135 |
|
|
2017
Q2 | $801K | Buy |
3,609
+364
| +11% | +$80.8K | 0.09% | 97 |
|
|
2017
Q1 | $745K | Buy |
3,245
+1,572
| +94% | +$361K | 0.09% | 105 |
|
|
2016
Q4 | $401K | Buy |
1,673
+1,330
| +388% | +$319K | 0.05% | 137 |
|
|
2016
Q3 | $55K | Buy |
343
+1
| +0.3% | +$160 | 0.01% | 327 |
|
|
2016
Q2 | $51K | Buy |
342
+2
| +0.6% | +$298 | 0.01% | 341 |
|
|
2016
Q1 | $53K | Sell |
340
-14
| -4% | -$2.18K | 0.01% | 316 |
|
|
2015
Q4 | $64K | Buy |
354
+1
| +0.3% | +$181 | 0.01% | 262 |
|
|
2015
Q3 | $61K | Buy |
353
+2
| +0.6% | +$346 | 0.01% | 268 |
|
|
2015
Q2 | $73K | Buy |
351
+1
| +0.3% | +$208 | 0.01% | 254 |
|
|
2015
Q1 | $66K | Buy |
350
+1
| +0.3% | +$189 | 0.01% | 254 |
|
|
2014
Q4 | $68K | Buy |
349
+51
| +17% | +$9.94K | 0.01% | 237 |
|
|
2014
Q3 | $55K | Sell |
298
-134
| -31% | -$24.7K | 0.01% | 246 |
|
|
2014
Q2 | $72K | Buy |
432
+1
| +0.2% | +$167 | 0.02% | 233 |
|
|
2014
Q1 | $71K | Buy |
431
+1
| +0.2% | +$165 | 0.02% | 223 |
|
|
2013
Q4 | $76K | Buy |
430
+101
| +31% | +$17.9K | 0.02% | 207 |
|
|
2013
Q3 | $52K | Hold |
329
| – | – | 0.01% | 228 |
|
|
2013
Q2 | $50K | Buy |
+329
| New | +$50K | 0.01% | 231 |
|