Wealthspire Advisors (Maryland)’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $518K | Sell |
2,579
-2,696
| -51% | -$542K | 0.02% | 265 |
|
|
2020
Q2 | $1.04M | Buy |
5,275
+30
| +0.6% | +$5.93K | 0.07% | 154 |
|
|
2020
Q1 | $811K | Sell |
5,245
-407
| -7% | -$62.9K | 0.07% | 165 |
|
|
2019
Q4 | $1.3M | Buy |
5,652
+32
| +0.6% | +$7.36K | 0.09% | 136 |
|
|
2019
Q3 | $1.17M | Buy |
5,620
+1,426
| +34% | +$296K | 0.09% | 124 |
|
|
2019
Q2 | $858K | Sell |
4,194
-1,043
| -20% | -$213K | 0.06% | 153 |
|
|
2019
Q1 | $1.01M | Buy |
5,237
+1,283
| +32% | +$246K | 0.08% | 138 |
|
|
2018
Q4 | $660K | Sell |
3,954
-1,038
| -21% | -$173K | 0.06% | 174 |
|
|
2018
Q3 | $1.12M | Sell |
4,992
-1
| -0% | -$224 | 0.09% | 129 |
|
|
2018
Q2 | $1.1M | Buy |
4,993
+773
| +18% | +$170K | 0.1% | 121 |
|
|
2018
Q1 | $1.06M | Sell |
4,220
-319
| -7% | -$80.4K | 0.1% | 122 |
|
|
2017
Q4 | $1.16M | Buy |
4,539
+704
| +18% | +$179K | 0.11% | 120 |
|
|
2017
Q3 | $910K | Buy |
3,835
+648
| +20% | +$154K | 0.1% | 143 |
|
|
2017
Q2 | $707K | Buy |
3,187
+154
| +5% | +$34.2K | 0.08% | 159 |
|
|
2017
Q1 | $697K | Sell |
3,033
-29
| -0.9% | -$6.66K | 0.1% | 134 |
|
|
2016
Q4 | $733K | Sell |
3,062
-756
| -20% | -$181K | 0.11% | 126 |
|
|
2016
Q3 | $616K | Buy |
3,818
+181
| +5% | +$29.2K | 0.1% | 146 |
|
|
2016
Q2 | $540K | Buy |
3,637
+379
| +12% | +$56.3K | 0.09% | 153 |
|
|
2016
Q1 | $511K | Buy |
3,258
+732
| +29% | +$115K | 0.09% | 151 |
|
|
2015
Q4 | $455K | Buy |
+2,526
| New | +$455K | 0.08% | 169 |
|