WEC
Winslow Evans & Crocker’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.51M | Buy |
5,735
+183
| +3% | +$48.2K | 0.29% | 80 |
|
|
2020
Q3 | $1.12M | Buy |
5,552
+50
| +0.9% | +$10.1K | 0.28% | 80 |
|
|
2020
Q2 | $1.09M | Buy |
5,502
+1,550
| +39% | +$306K | 0.29% | 75 |
|
|
2020
Q1 | $614K | Sell |
3,952
-88
| -2% | -$13.7K | 0.2% | 108 |
|
|
2019
Q4 | $930K | Sell |
4,040
-200
| -5% | -$46K | 0.24% | 94 |
|
|
2019
Q3 | $880K | Sell |
4,240
-34
| -0.8% | -$7.06K | 0.25% | 91 |
|
|
2019
Q2 | $876K | Sell |
4,274
-50
| -1% | -$10.2K | 0.24% | 95 |
|
|
2019
Q1 | $832K | Buy |
4,324
+374
| +9% | +$72K | 0.24% | 94 |
|
|
2018
Q4 | $662K | Buy |
3,950
+3,410
| +631% | +$571K | 0.22% | 98 |
|
|
2018
Q3 | $124K | Hold |
540
| – | – | 0.04% | 338 |
|
|
2018
Q2 | $122K | Buy |
540
+200
| +59% | +$45.2K | 0.04% | 333 |
|
|
2018
Q1 | $85.6K | Hold |
340
| – | – | 0.03% | 382 |
|
|
2017
Q4 | $86.6K | Hold |
340
| – | – | 0.03% | 394 |
|
|
2017
Q3 | $80.6K | Sell |
340
-24
| -7% | -$5.69K | 0.03% | 393 |
|
|
2017
Q2 | $80.8K | Hold |
364
| – | – | 0.02% | 464 |
|
|
2017
Q1 | $83.6K | Hold |
364
| – | – | 0.03% | 442 |
|
|
2016
Q4 | $87.2K | Hold |
364
| – | – | 0.03% | 430 |
|
|
2016
Q3 | $58.7K | Buy |
364
+36
| +11% | +$5.81K | 0.02% | 506 |
|
|
2016
Q2 | $48.7K | Hold |
328
| – | – | 0.01% | 519 |
|
|
2016
Q1 | $51.5K | Hold |
328
| – | – | 0.02% | 496 |
|
|
2015
Q4 | $59.1K | Hold |
328
| – | – | 0.02% | 502 |
|
|
2015
Q3 | $57K | Hold |
328
| – | – | 0.02% | 491 |
|
|
2015
Q2 | $68.5K | Hold |
328
| – | – | 0.02% | 492 |
|
|
2015
Q1 | $61.7K | Hold |
328
| – | – | 0.02% | 508 |
|
|
2014
Q4 | $63.6K | Sell |
328
-144
| -31% | -$27.9K | 0.02% | 494 |
|
|
2014
Q3 | $86.5K | Buy |
472
+144
| +44% | +$26.4K | 0.02% | 448 |
|
|
2014
Q2 | $54.9K | Hold |
328
| – | – | 0.02% | 483 |
|
|
2014
Q1 | $53.7K | Hold |
328
| – | – | 0.02% | 476 |
|
|
2013
Q4 | $59K | Buy |
+328
| New | +$59K | 0.02% | 484 |
|