Wellesley Investment Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,331
| Closed | -$971K | – | 123 |
|
|
2018
Q3 | $971K | Buy |
4,331
+354
| +9% | +$79.4K | 0.32% | 56 |
|
|
2018
Q2 | $877K | Sell |
3,977
-21
| -0.5% | -$4.63K | 0.3% | 59 |
|
|
2018
Q1 | $1.01M | Buy |
3,998
+278
| +7% | +$70K | 0.36% | 50 |
|
|
2017
Q4 | $947K | Buy |
3,720
+504
| +16% | +$128K | 0.36% | 52 |
|
|
2017
Q3 | $762K | Sell |
3,216
-107
| -3% | -$25.4K | 0.31% | 59 |
|
|
2017
Q2 | $737K | Buy |
3,323
+313
| +10% | +$69.4K | 0.31% | 64 |
|
|
2017
Q1 | $691K | Sell |
3,010
-195
| -6% | -$44.8K | 0.31% | 64 |
|
|
2016
Q4 | $767K | Buy |
3,205
+752
| +31% | +$180K | 0.37% | 49 |
|
|
2016
Q3 | $395K | Buy |
+2,453
| New | +$395K | 0.2% | 71 |
|