Parasol Investment Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-300
| Closed | -$72K | – | 110 |
|
2016
Q4 | $72K | Hold |
300
| – | – | 0.08% | 88 |
|
2016
Q3 | $48K | Hold |
300
| – | – | 0.05% | 97 |
|
2016
Q2 | $45K | Hold |
300
| – | – | 0.05% | 96 |
|
2016
Q1 | $47K | Hold |
300
| – | – | 0.05% | 89 |
|
2015
Q4 | $54K | Hold |
300
| – | – | 0.05% | 84 |
|
2015
Q3 | $52K | Sell |
300
-23
| -7% | -$3.99K | 0.05% | 88 |
|
2015
Q2 | $67K | Hold |
323
| – | – | 0.05% | 96 |
|
2015
Q1 | $61K | Hold |
323
| – | – | 0.04% | 93 |
|
2014
Q4 | $63K | Hold |
323
| – | – | 0.04% | 97 |
|
2014
Q3 | $59K | Hold |
323
| – | – | 0.04% | 94 |
|
2014
Q2 | $54K | Hold |
323
| – | – | 0.04% | 107 |
|
2014
Q1 | $53K | Hold |
323
| – | – | 0.04% | 83 |
|
2013
Q4 | $57K | Buy |
+323
| New | +$57K | 0.04% | 75 |
|