Point View Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.21M | Sell |
8,382
-403
| -5% | -$106K | 0.9% | 24 |
|
|
2020
Q3 | $1.77M | Sell |
8,785
-261
| -3% | -$52.5K | 0.83% | 29 |
|
|
2020
Q2 | $1.79M | Sell |
9,046
-161
| -2% | -$31.8K | 0.86% | 27 |
|
|
2020
Q1 | $1.42M | Buy |
9,207
+333
| +4% | +$51.5K | 0.78% | 32 |
|
|
2019
Q4 | $2.04M | Buy |
8,874
+319
| +4% | +$73.3K | 0.85% | 30 |
|
|
2019
Q3 | $1.77M | Sell |
8,555
-207
| -2% | -$42.9K | 0.8% | 36 |
|
|
2019
Q2 | $1.79M | Sell |
8,762
-117
| -1% | -$23.9K | 0.76% | 40 |
|
|
2019
Q1 | $1.71M | Sell |
8,879
-24
| -0.3% | -$4.61K | 0.76% | 38 |
|
|
2018
Q4 | $1.49M | Buy |
8,903
+5,441
| +157% | +$909K | 0.75% | 42 |
|
|
2018
Q3 | $776K | Sell |
3,462
-57
| -2% | -$12.8K | 0.35% | 103 |
|
|
2018
Q2 | $776K | Hold |
3,519
| – | – | 0.36% | 96 |
|
|
2018
Q1 | $886K | Buy |
3,519
+157
| +5% | +$39.5K | 0.43% | 80 |
|
|
2017
Q4 | $856K | Hold |
3,362
| – | – | 0.41% | 85 |
|
|
2017
Q3 | $798K | Buy |
3,362
+227
| +7% | +$53.9K | 0.38% | 95 |
|
|
2017
Q2 | $696K | Buy |
3,135
+297
| +10% | +$65.9K | 0.34% | 109 |
|
|
2017
Q1 | $652K | Buy |
2,838
+271
| +11% | +$62.3K | 0.34% | 107 |
|
|
2016
Q4 | $615K | Sell |
2,567
-183
| -7% | -$43.8K | 0.35% | 102 |
|
|
2016
Q3 | $443K | Buy |
2,750
+261
| +10% | +$42K | 0.26% | 131 |
|
|
2016
Q2 | $370K | Buy |
2,489
+482
| +24% | +$71.7K | 0.22% | 137 |
|
|
2016
Q1 | $315K | Sell |
2,007
-202
| -9% | -$31.7K | 0.2% | 154 |
|
|
2015
Q4 | $398K | Hold |
2,209
| – | – | 0.29% | 122 |
|
|
2015
Q3 | $384K | Buy |
+2,209
| New | +$384K | 0.31% | 112 |
|
|
2015
Q2 | – | Sell |
-2,209
| Closed | -$415K | – | 206 |
|
|
2015
Q1 | $415K | Buy |
2,209
+785
| +55% | +$147K | 0.32% | 114 |
|
|
2014
Q4 | $276K | Sell |
1,424
-38
| -3% | -$7.37K | 0.21% | 145 |
|
|
2014
Q3 | $268K | Buy |
1,462
+16
| +1% | +$2.93K | 0.23% | 142 |
|
|
2014
Q2 | $242K | Sell |
1,446
-30
| -2% | -$5.02K | 0.21% | 154 |
|
|
2014
Q1 | $242K | Sell |
1,476
-7
| -0.5% | -$1.15K | 0.22% | 143 |
|
|
2013
Q4 | $263K | Buy |
+1,483
| New | +$263K | 0.25% | 132 |
|