Pekin Hardy Strauss’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-2,034
| Closed | -$468K | – | 208 |
|
2019
Q4 | $468K | Buy |
2,034
+26
| +1% | +$5.98K | 0.08% | 150 |
|
2019
Q3 | $416K | Sell |
2,008
-573
| -22% | -$119K | 0.08% | 143 |
|
2019
Q2 | $528K | Buy |
2,581
+25
| +1% | +$5.11K | 0.1% | 129 |
|
2019
Q1 | $491K | Sell |
2,556
-199
| -7% | -$38.2K | 0.04% | 129 |
|
2018
Q4 | $460K | Buy |
2,755
+1,572
| +133% | +$262K | 0.08% | 127 |
|
2018
Q3 | $265K | Hold |
1,183
| – | – | 0.05% | 165 |
|
2018
Q2 | $261K | Sell |
1,183
-250
| -17% | -$55.2K | 0.05% | 163 |
|
2018
Q1 | $361K | Sell |
1,433
-50
| -3% | -$12.6K | 0.07% | 139 |
|
2017
Q4 | $378K | Buy |
1,483
+510
| +52% | +$130K | 0.07% | 137 |
|
2017
Q3 | $231K | Sell |
973
-50
| -5% | -$11.9K | 0.04% | 157 |
|
2017
Q2 | $227K | Buy |
1,023
+33
| +3% | +$7.32K | 0.04% | 160 |
|
2017
Q1 | $227K | Buy |
990
+377
| +62% | +$86.4K | 0.04% | 158 |
|
2016
Q4 | $147K | Buy |
+613
| New | +$147K | 0.01% | 159 |
|