VA
Valmark Advisers’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+327
| New | +$231K | ﹤0.01% | 603 |
|
|
2018
Q4 | – | Sell |
-890
| Closed | -$200K | – | 205 |
|
|
2018
Q3 | $200K | Buy |
+890
| New | +$200K | ﹤0.01% | 200 |
|
|
2018
Q2 | – | Sell |
-890
| Closed | -$224K | – | 190 |
|
|
2018
Q1 | $224K | Sell |
890
-12
| -1% | -$3.02K | ﹤0.01% | 180 |
|
|
2017
Q4 | $230K | Buy |
902
+2
| +0.2% | +$510 | ﹤0.01% | 173 |
|
|
2017
Q3 | $213K | Hold |
900
| – | – | 0.01% | 74 |
|
|
2017
Q2 | $200K | Buy |
+900
| New | +$200K | ﹤0.01% | 74 |
|