SWP
GS.PRJ
Strategic Wealth Partners’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,105
| Closed | -$271K | – | 173 |
|
|
2020
Q1 | $271K | Hold |
10,105
| – | – | 0.14% | 118 |
|
|
2019
Q4 | $271K | Sell |
10,105
-602
| -6% | -$16.1K | 0.14% | 118 |
|
|
2019
Q3 | $289 | Buy |
10,707
+767
| +8% | +$21 | ﹤0.01% | 234 |
|
|
2019
Q2 | $257K | Sell |
9,940
-3,406
| -26% | -$88.1K | 0.12% | 122 |
|
|
2019
Q1 | $349K | Buy |
13,346
+4,002
| +43% | +$105K | 0.16% | 120 |
|
|
2018
Q4 | $233K | Buy |
9,344
+8,594
| +1,146% | +$214K | 0.12% | 119 |
|
|
2018
Q3 | $19K | Hold |
750
| – | – | 0.01% | 358 |
|
|
2018
Q2 | $19K | Hold |
750
| – | – | 0.01% | 421 |
|
|
2018
Q1 | $20K | Hold |
750
| – | – | 0.01% | 362 |
|
|
2017
Q4 | $21K | Buy |
+750
| New | +$21K | 0.01% | 336 |
|