Simplicity Solutions’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.83M | Sell |
12,517
-374
| -3% | -$144K | 0.13% | 137 |
|
|
2023
Q3 | $4.17M | Sell |
12,891
-760
| -6% | -$246K | 0.13% | 140 |
|
|
2023
Q2 | $4.4M | Sell |
13,651
-11
| -0.1% | -$3.55K | 0.12% | 165 |
|
|
2023
Q1 | $4.47M | Buy |
13,662
+10,420
| +321% | +$3.41M | 0.12% | 161 |
|
|
2022
Q4 | $1.11M | Buy |
3,242
+528
| +19% | +$181K | 0.15% | 166 |
|
|
2022
Q3 | $795K | Buy |
2,714
+493
| +22% | +$144K | 0.12% | 222 |
|
|
2022
Q2 | $660K | Buy |
2,221
+415
| +23% | +$123K | 0.09% | 252 |
|
|
2022
Q1 | $596K | Sell |
1,806
-2,072
| -53% | -$684K | 0.07% | 274 |
|
|
2021
Q4 | $1.48M | Buy |
3,878
+1,997
| +106% | +$764K | 0.17% | 162 |
|
|
2021
Q3 | $711K | Buy |
1,881
+362
| +24% | +$137K | 0.11% | 205 |
|
|
2021
Q2 | $577K | Buy |
1,519
+406
| +36% | +$154K | 0.11% | 199 |
|
|
2021
Q1 | $364K | Sell |
1,113
-28,306
| -96% | -$9.26M | 0.08% | 266 |
|
|
2020
Q4 | $7.76M | Buy |
29,419
+4,617
| +19% | +$1.22M | 0.12% | 172 |
|
|
2020
Q3 | $4.98M | Buy |
24,802
+5,031
| +25% | +$1.01M | 0.09% | 192 |
|
|
2020
Q2 | $3.91M | Buy |
19,771
+17,007
| +615% | +$3.36M | 0.08% | 206 |
|
|
2020
Q1 | $427K | Buy |
+2,764
| New | +$427K | 0.01% | 528 |
|
|
2019
Q2 | – | Sell |
-1,062
| Closed | -$204K | – | 741 |
|
|
2019
Q1 | $204K | Buy |
+1,062
| New | +$204K | 0.01% | 685 |
|
|
2016
Q1 | – | Sell |
-3,739
| Closed | -$674K | – | 317 |
|
|
2015
Q4 | $674K | Buy |
+3,739
| New | +$674K | 0.08% | 366 |
|