Private Wealth Advisors (Pennsylvania)’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $218K | Sell |
825
-803
| -49% | -$212K | 0.12% | 108 |
|
|
2020
Q3 | $327K | Buy |
1,628
+185
| +13% | +$37.2K | 0.21% | 80 |
|
|
2020
Q2 | $285K | Hold |
1,443
| – | – | 0.19% | 81 |
|
|
2020
Q1 | $256K | Buy |
1,443
+40
| +3% | +$7.1K | 0.19% | 82 |
|
|
2019
Q4 | $340K | Hold |
1,403
| – | – | 0.18% | 100 |
|
|
2019
Q3 | $291K | Hold |
1,403
| – | – | 0.15% | 116 |
|
|
2019
Q2 | $287K | Hold |
1,403
| – | – | 0.1% | 120 |
|
|
2019
Q1 | $269K | Buy |
1,403
+200
| +17% | +$38.3K | 0.1% | 121 |
|
|
2018
Q4 | $201K | Buy |
+1,203
| New | +$201K | 0.09% | 125 |
|
|
2018
Q2 | – | Sell |
-803
| Closed | -$202K | – | 124 |
|
|
2018
Q1 | $202K | Hold |
803
| – | – | 0.08% | 124 |
|
|
2017
Q4 | $205K | Buy |
+803
| New | +$205K | 0.08% | 125 |
|