WESPAC Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,043
| Closed | -$310K | – | 90 |
|
|
2022
Q2 | $310K | Buy |
+1,043
| New | +$310K | 0.24% | 73 |
|
|
2022
Q1 | – | Sell |
-7,717
| Closed | -$2.95M | – | 118 |
|
|
2021
Q4 | $2.95M | Sell |
7,717
-1,475
| -16% | -$564K | 1.98% | 4 |
|
|
2021
Q3 | $3.48M | Buy |
9,192
+5,882
| +178% | +$2.22M | 2.14% | 3 |
|
|
2021
Q2 | $1.26M | Sell |
3,310
-5,391
| -62% | -$2.05M | 2.4% | 3 |
|
|
2021
Q1 | $2.85M | Sell |
8,701
-1,115
| -11% | -$365K | 2.13% | 4 |
|
|
2020
Q4 | $2.59M | Buy |
9,816
+2,227
| +29% | +$587K | 2% | 7 |
|
|
2020
Q3 | $1.53M | Sell |
7,589
-41
| -0.5% | -$8.24K | 1.89% | 15 |
|
|
2020
Q2 | $1.51M | Buy |
+7,630
| New | +$1.51M | 1.71% | 17 |
|
|
2016
Q2 | – | Sell |
-3,105
| Closed | -$487K | – | 113 |
|
|
2016
Q1 | $487K | Buy |
+3,105
| New | +$487K | 0.61% | 66 |
|
|
2014
Q2 | – | Sell |
-5,615
| Closed | -$920K | – | 120 |
|
|
2014
Q1 | $920K | Buy |
5,615
+1,611
| +40% | +$264K | 0.8% | 49 |
|
|
2013
Q4 | $710K | Buy |
+4,004
| New | +$710K | 0.59% | 78 |
|