PacWest Financial Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,008
| Closed | -$1.32M | – | 83 |
|
|
2015
Q2 | $1.32M | Hold |
7,008
| – | – | 0.93% | 56 |
|
|
2015
Q1 | $1.32M | Sell |
7,008
-55
| -0.8% | -$10.3K | 0.93% | 57 |
|
|
2014
Q4 | $1.37M | Buy |
7,063
+125
| +2% | +$24.2K | 0.97% | 56 |
|
|
2014
Q3 | $1.27M | Sell |
6,938
-80
| -1% | -$14.7K | 0.95% | 55 |
|
|
2014
Q2 | $1.18M | Buy |
7,018
+275
| +4% | +$46K | 0.87% | 62 |
|
|
2014
Q1 | $1.11M | Buy |
6,743
+840
| +14% | +$138K | 0.86% | 56 |
|
|
2013
Q4 | $1.05K | Sell |
5,903
-247
| -4% | -$44 | 0.32% | 55 |
|
|
2013
Q3 | $973K | Sell |
6,150
-5,042
| -45% | -$798K | 0.84% | 51 |
|
|
2013
Q2 | $1.69M | Buy |
+11,192
| New | +$1.69M | 1.61% | 23 |
|