Wealthstreet Investment Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,125
| Closed | -$2.98M | – | 185 |
|
|
2021
Q1 | $2.98M | Hold |
9,125
| – | – | 0.29% | 81 |
|
|
2020
Q4 | $2.41M | Sell |
9,125
-150
| -2% | -$39.6K | 0.24% | 93 |
|
|
2020
Q3 | $1.86M | Hold |
9,275
| – | – | 0.21% | 106 |
|
|
2020
Q2 | $1.83M | Hold |
9,275
| – | – | 0.22% | 99 |
|
|
2020
Q1 | $1.43M | Hold |
9,275
| – | – | 0.21% | 103 |
|
|
2019
Q4 | $2.13M | Hold |
9,275
| – | – | 0.25% | 95 |
|
|
2019
Q3 | $2.02M | Sell |
9,275
-500
| -5% | -$109K | 0.26% | 90 |
|
|
2019
Q2 | $2M | Sell |
9,775
-250
| -2% | -$51.2K | 0.26% | 95 |
|
|
2019
Q1 | $1.93M | Buy |
10,025
+300
| +3% | +$57.6K | 0.25% | 97 |
|
|
2018
Q4 | $1.94M | Buy |
9,725
+95
| +1% | +$19K | 0.27% | 90 |
|
|
2018
Q3 | $2.16M | Hold |
9,630
| – | – | 0.27% | 87 |
|
|
2018
Q2 | $2.12M | Sell |
9,630
-175
| -2% | -$38.6K | 0.28% | 89 |
|
|
2018
Q1 | $2.47M | Buy |
9,805
+75
| +0.8% | +$18.9K | 0.31% | 81 |
|
|
2017
Q4 | $2.48M | Buy |
+9,730
| New | +$2.48M | 0.3% | 85 |
|