Stillwater Capital Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-18,065
| Closed | -$3.47M | – | 75 |
|
2019
Q1 | $3.47M | Sell |
18,065
-17,809
| -50% | -$3.42M | 0.76% | 37 |
|
2018
Q4 | $5.99M | Buy |
35,874
+183
| +0.5% | +$30.6K | 1.5% | 28 |
|
2018
Q3 | $8M | Buy |
35,691
+122
| +0.3% | +$27.4K | 1.66% | 28 |
|
2018
Q2 | $7.85M | Buy |
35,569
+128
| +0.4% | +$28.2K | 1.87% | 25 |
|
2018
Q1 | $8.93M | Buy |
35,441
+104
| +0.3% | +$26.2K | 2.15% | 24 |
|
2017
Q4 | $9M | Buy |
35,337
+102
| +0.3% | +$26K | 2.12% | 26 |
|
2017
Q3 | $8.36M | Buy |
35,235
+115
| +0.3% | +$27.3K | 2.17% | 27 |
|
2017
Q2 | $7.79M | Buy |
35,120
+518
| +1% | +$115K | 1.97% | 28 |
|
2017
Q1 | $7.95M | Hold |
34,602
| – | – | 2.11% | 28 |
|
2016
Q4 | $8.29M | Hold |
34,602
| – | – | 2.21% | 27 |
|
2016
Q3 | $5.58M | Buy |
34,602
+1
| +0% | +$161 | 1.63% | 28 |
|
2016
Q2 | $5.14M | Buy |
+34,601
| New | +$5.14M | 1.53% | 28 |
|