WFG Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $912K | Buy |
4,109
+362
| +10% | +$80.3K | 0.21% | 116 |
|
|
2017
Q1 | $861K | Sell |
3,747
-209
| -5% | -$48K | 0.23% | 103 |
|
|
2016
Q4 | $947K | Buy |
3,956
+33
| +0.8% | +$7.9K | 0.23% | 107 |
|
|
2016
Q3 | $633K | Buy |
3,923
+2
| +0.1% | +$323 | 0.16% | 153 |
|
|
2016
Q2 | $583K | Buy |
3,921
+785
| +25% | +$117K | 0.16% | 155 |
|
|
2016
Q1 | $492K | Buy |
3,136
+2,785
| +793% | +$437K | 0.14% | 165 |
|
|
2015
Q4 | $63K | Hold |
351
| – | – | 0.02% | 596 |
|
|
2015
Q3 | $61K | Sell |
351
-144
| -29% | -$25K | 0.02% | 584 |
|
|
2015
Q2 | $103K | Hold |
495
| – | – | 0.03% | 520 |
|
|
2015
Q1 | $93K | Sell |
495
-562
| -53% | -$106K | 0.03% | 552 |
|
|
2014
Q4 | $205K | Hold |
1,057
| – | – | 0.04% | 419 |
|
|
2014
Q3 | $194K | Buy |
1,057
+1
| +0.1% | +$184 | 0.04% | 457 |
|
|
2014
Q2 | $177K | Sell |
1,056
-100
| -9% | -$16.8K | 0.03% | 477 |
|
|
2014
Q1 | $189K | Buy |
1,156
+65
| +6% | +$10.6K | 0.04% | 447 |
|
|
2013
Q4 | $193K | Sell |
1,091
-93
| -8% | -$16.5K | 0.03% | 523 |
|
|
2013
Q3 | $187K | Buy |
1,184
+219
| +23% | +$34.6K | 0.03% | 508 |
|
|
2013
Q2 | $146K | Buy |
+965
| New | +$146K | 0.02% | 547 |
|