PFA
Paradigm Financial Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $783K | Buy |
2,046
+1,070
| +110% | +$409K | 0.17% | 89 |
|
|
2021
Q3 | $369K | Buy |
976
+250
| +34% | +$94.5K | 0.09% | 143 |
|
|
2021
Q2 | $275K | Buy |
726
+110
| +18% | +$41.7K | 0.06% | 173 |
|
|
2021
Q1 | $201K | Buy |
+616
| New | +$201K | 0.05% | 189 |
|
|
2020
Q4 | – | Sell |
-1,206
| Closed | -$242K | – | 160 |
|
|
2020
Q3 | $242K | Sell |
1,206
-94
| -7% | -$18.9K | 0.07% | 110 |
|
|
2020
Q2 | $257K | Hold |
1,300
| – | – | 0.08% | 106 |
|
|
2020
Q1 | $201K | Buy |
1,300
+20
| +2% | +$3.09K | 0.07% | 105 |
|
|
2019
Q4 | $294K | Hold |
1,280
| – | – | 0.1% | 100 |
|
|
2019
Q3 | $265K | Hold |
1,280
| – | – | 0.1% | 98 |
|
|
2019
Q2 | $262K | Hold |
1,280
| – | – | 0.1% | 100 |
|
|
2019
Q1 | $246K | Sell |
1,280
-152
| -11% | -$29.2K | 0.09% | 99 |
|
|
2018
Q4 | $239K | Sell |
1,432
-29
| -2% | -$4.84K | 0.11% | 94 |
|
|
2018
Q3 | $327K | Hold |
1,461
| – | – | 0.13% | 88 |
|
|
2018
Q2 | $322K | Hold |
1,461
| – | – | 0.14% | 84 |
|
|
2018
Q1 | $368K | Hold |
1,461
| – | – | 0.16% | 83 |
|
|
2017
Q4 | $372K | Sell |
1,461
-125
| -8% | -$31.8K | 0.17% | 79 |
|
|
2017
Q3 | $376K | Sell |
1,586
-1
| -0.1% | -$237 | 0.18% | 78 |
|
|
2017
Q2 | $352K | Sell |
1,587
-99
| -6% | -$22K | 0.18% | 75 |
|
|
2017
Q1 | $387K | Hold |
1,686
| – | – | 0.2% | 72 |
|
|
2016
Q4 | $403K | Sell |
1,686
-152
| -8% | -$36.3K | 0.22% | 69 |
|
|
2016
Q3 | $296K | Hold |
1,838
| – | – | 0.18% | 73 |
|
|
2016
Q2 | $273K | Sell |
1,838
-150
| -8% | -$22.3K | 0.17% | 74 |
|
|
2016
Q1 | $312K | Buy |
1,988
+58
| +3% | +$9.1K | 0.12% | 72 |
|
|
2015
Q4 | $347K | Hold |
1,930
| – | – | 0.22% | 67 |
|
|
2015
Q3 | $335K | Buy |
1,930
+110
| +6% | +$19.1K | 0.22% | 73 |
|
|
2015
Q2 | $380K | Hold |
1,820
| – | – | 0.29% | 64 |
|
|
2015
Q1 | $342K | Sell |
1,820
-135
| -7% | -$25.4K | 0.26% | 70 |
|
|
2014
Q4 | $378K | Sell |
1,955
-57
| -3% | -$11K | 0.31% | 62 |
|
|
2014
Q3 | $369K | Buy |
2,012
+434
| +28% | +$79.6K | 0.32% | 61 |
|
|
2014
Q2 | $264K | Sell |
1,578
-5,129
| -76% | -$858K | 0.23% | 73 |
|
|
2014
Q1 | $380K | Buy |
6,707
+5,160
| +334% | +$292K | 0.35% | 57 |
|
|
2013
Q4 | $274K | Buy |
+1,547
| New | +$274K | 0.27% | 65 |
|