WP
WealthSource Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $941K | Buy |
2,439
+36
| +1% | +$13.9K | 0.06% | 211 |
|
|
2023
Q3 | $778K | Buy |
2,403
+54
| +2% | +$17.5K | 0.05% | 223 |
|
|
2023
Q2 | $758K | Buy |
2,349
+1,427
| +155% | +$460K | 0.05% | 236 |
|
|
2023
Q1 | $302K | Buy |
922
+27
| +3% | +$8.83K | 0.02% | 405 |
|
|
2022
Q4 | $307K | Sell |
895
-11
| -1% | -$3.78K | 0.02% | 392 |
|
|
2022
Q3 | $265K | Sell |
906
-1
| -0.1% | -$292 | 0.02% | 410 |
|
|
2022
Q2 | $269K | Buy |
907
+118
| +15% | +$35K | 0.02% | 422 |
|
|
2022
Q1 | $261K | Sell |
789
-132
| -14% | -$43.7K | 0.02% | 487 |
|
|
2021
Q4 | $352K | Buy |
921
+4
| +0.4% | +$1.53K | 0.03% | 386 |
|
|
2021
Q3 | $347K | Sell |
917
-66
| -7% | -$25K | 0.03% | 359 |
|
|
2021
Q2 | $373K | Buy |
983
+163
| +20% | +$61.9K | 0.03% | 322 |
|
|
2021
Q1 | $268K | Buy |
820
+12
| +1% | +$3.92K | 0.03% | 355 |
|
|
2020
Q4 | $213K | Buy |
+808
| New | +$213K | 0.02% | 350 |
|
|
2019
Q3 | – | Sell |
-986
| Closed | -$202K | – | 441 |
|
|
2019
Q2 | $202K | Buy |
+986
| New | +$202K | 0.03% | 423 |
|
|
2018
Q4 | – | Sell |
-1,057
| Closed | -$237K | – | 318 |
|
|
2018
Q3 | $237K | Sell |
1,057
-1,227
| -54% | -$275K | 0.06% | 259 |
|
|
2018
Q2 | $504K | Buy |
2,284
+1,048
| +85% | +$231K | 0.14% | 155 |
|
|
2018
Q1 | $311K | Buy |
1,236
+31
| +3% | +$7.8K | 0.09% | 198 |
|
|
2017
Q4 | $307K | Sell |
1,205
-406
| -25% | -$103K | 0.1% | 199 |
|
|
2017
Q3 | $382K | Sell |
1,611
-30
| -2% | -$7.11K | 0.13% | 173 |
|
|
2017
Q2 | $364K | Buy |
1,641
+740
| +82% | +$164K | 0.12% | 169 |
|
|
2017
Q1 | $207K | Buy |
+901
| New | +$207K | 0.08% | 259 |
|
|
2016
Q4 | – | Sell |
-1,380
| Closed | -$223K | – | 258 |
|
|
2016
Q3 | $223K | Buy |
+1,380
| New | +$223K | 0.08% | 224 |
|