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