Partnervest Advisory Services’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $959K | Buy |
4,770
+704
| +17% | +$142K | 0.3% | 62 |
|
2020
Q2 | $804K | Buy |
4,066
+641
| +19% | +$127K | 0.3% | 69 |
|
2020
Q1 | $529K | Buy |
3,425
+1,562
| +84% | +$241K | 0.24% | 79 |
|
2019
Q4 | $428K | Buy |
+1,863
| New | +$428K | 0.16% | 104 |
|
2014
Q3 | – | Sell |
-155
| Closed | -$26K | – | 407 |
|
2014
Q2 | $26K | Hold |
155
| – | – | 0.01% | 480 |
|
2014
Q1 | $25K | Hold |
155
| – | – | 0.01% | 455 |
|
2013
Q4 | $27K | Hold |
155
| – | – | 0.01% | 415 |
|
2013
Q3 | $25K | Hold |
155
| – | – | 0.01% | 403 |
|
2013
Q2 | $23K | Buy |
+155
| New | +$23K | 0.01% | 387 |
|