SWM
SVA Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $557K | Sell |
2,113
-382
| -15% | -$101K | 0.05% | 154 |
|
|
2020
Q3 | $501K | Sell |
2,495
-391
| -14% | -$78.5K | 0.05% | 148 |
|
|
2020
Q2 | $570K | Hold |
2,886
| – | – | 0.06% | 141 |
|
|
2020
Q1 | $446K | Buy |
2,886
+243
| +9% | +$37.6K | 0.05% | 147 |
|
|
2019
Q4 | $608K | Sell |
2,643
-159
| -6% | -$36.6K | 0.06% | 138 |
|
|
2019
Q3 | $581K | Buy |
2,802
+42
| +2% | +$8.71K | 0.06% | 139 |
|
|
2019
Q2 | $565K | Sell |
2,760
-121
| -4% | -$24.8K | 0.06% | 143 |
|
|
2019
Q1 | $553K | Buy |
2,881
+563
| +24% | +$108K | 0.05% | 147 |
|
|
2018
Q4 | $387K | Sell |
2,318
-446
| -16% | -$74.5K | 0.04% | 162 |
|
|
2018
Q3 | $620K | Buy |
2,764
+65
| +2% | +$14.6K | 0.06% | 147 |
|
|
2018
Q2 | $595K | Buy |
+2,699
| New | +$595K | 0.06% | 142 |
|