Ropes Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $718K | Buy |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $422K | Hold |
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|
2021
Q1 | $400K | Buy |
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|
2020
Q4 | $161K | Buy |
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|
2020
Q3 | $36K | Sell |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $19K | Buy |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $17K | Sell |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $30K | Hold |
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|
2018
Q1 | $34K | Hold |
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|
2017
Q4 | $35K | Buy |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $19K | Sell |
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $72K | Buy |
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|
2016
Q3 | $14K | Sell |
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|
2016
Q2 | $18K | Buy |
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|
2016
Q1 | $13K | Sell |
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|
2015
Q4 | $18K | Buy |
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|
2015
Q3 | $16K | Buy |
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|
2015
Q2 | $18K | Hold |
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|
2015
Q1 | $16K | Buy |
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