WealthPLAN Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72
| Closed | -$23.2K | – | 632 |
|
|
2023
Q2 | $23.2K | Sell |
72
-353
| -83% | -$114K | ﹤0.01% | 649 |
|
|
2023
Q1 | $139K | Buy |
+425
| New | +$139K | 0.02% | 364 |
|
|
2022
Q1 | – | Sell |
-576
| Closed | -$204K | – | 391 |
|
|
2021
Q4 | $204K | Buy |
+576
| New | +$204K | 0.01% | 364 |
|
|
2021
Q3 | – | Sell |
-625
| Closed | -$259K | – | 379 |
|
|
2021
Q2 | $259K | Buy |
625
+15
| +2% | +$6.22K | 0.02% | 310 |
|
|
2021
Q1 | $213K | Buy |
+610
| New | +$213K | 0.02% | 310 |
|
|
2018
Q3 | – | Sell |
-1,142
| Closed | -$252K | – | 262 |
|
|
2018
Q2 | $252K | Buy |
1,142
+1
| +0.1% | +$221 | 0.05% | 213 |
|
|
2018
Q1 | $287K | Buy |
1,141
+179
| +19% | +$45K | 0.06% | 217 |
|
|
2017
Q4 | $245K | Buy |
+962
| New | +$245K | 0.07% | 179 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$11.4K | – | 278 |
|
|
2017
Q1 | $11.4K | Buy |
+50
| New | +$11.4K | 0.04% | 252 |
|
|
2016
Q3 | $146K | Sell |
901
-1,002
| -53% | -$163K | 0.05% | 181 |
|
|
2016
Q2 | $146K | Buy |
+1,903
| New | +$146K | 0.02% | 484 |
|
|
2015
Q4 | $23.3K | Buy |
+563
| New | +$23.3K | ﹤0.01% | 868 |
|
|
2015
Q2 | $60K | Buy |
288
+126
| +78% | +$26.3K | 0.03% | 161 |
|
|
2015
Q1 | $30K | Buy |
+162
| New | +$30K | 0.01% | 283 |
|