United Asset Strategies’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,284
| Closed | -$1.13M | – | 193 |
|
|
2020
Q1 | $1.13M | Sell |
7,284
-4,034
| -36% | -$624K | 0.28% | 78 |
|
|
2019
Q4 | $2.6M | Sell |
11,318
-82
| -0.7% | -$18.9K | 0.51% | 60 |
|
|
2019
Q3 | $2.36M | Buy |
11,400
+383
| +3% | +$79.4K | 0.52% | 59 |
|
|
2019
Q2 | $2.25M | Buy |
11,017
+481
| +5% | +$98.4K | 0.52% | 61 |
|
|
2019
Q1 | $2.02M | Buy |
10,536
+475
| +5% | +$91.2K | 0.48% | 63 |
|
|
2018
Q4 | $1.68M | Sell |
10,061
-3,813
| -27% | -$637K | 0.46% | 63 |
|
|
2018
Q3 | $3.11M | Buy |
13,874
+1,989
| +17% | +$446K | 0.73% | 48 |
|
|
2018
Q2 | $2.62M | Buy |
11,885
+1,633
| +16% | +$360K | 0.69% | 49 |
|
|
2018
Q1 | $2.58M | Buy |
10,252
+205
| +2% | +$51.6K | 0.76% | 42 |
|
|
2017
Q4 | $2.56M | Buy |
+10,047
| New | +$2.56M | 0.69% | 47 |
|
|
2017
Q3 | – | Sell |
-10,297
| Closed | -$2.29M | – | 137 |
|
|
2017
Q2 | $2.29M | Buy |
10,297
+839
| +9% | +$186K | 0.68% | 49 |
|
|
2017
Q1 | $2.17M | Buy |
+9,458
| New | +$2.17M | 0.66% | 47 |
|