YorkBridge Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-701
| Closed | -$143K | – | 364 |
|
|
2019
Q2 | $143K | Sell |
701
-44
| -6% | -$8.98K | 0.06% | 232 |
|
|
2019
Q1 | $143K | Sell |
745
-107
| -13% | -$20.5K | 0.07% | 217 |
|
|
2018
Q4 | $142K | Sell |
852
-26
| -3% | -$4.33K | 0.08% | 190 |
|
|
2018
Q3 | $198K | Sell |
878
-30
| -3% | -$6.77K | 0.09% | 169 |
|
|
2018
Q2 | $200K | Buy |
908
+34
| +4% | +$7.49K | 0.09% | 172 |
|
|
2018
Q1 | $227K | Buy |
874
+55
| +7% | +$14.3K | 0.1% | 165 |
|
|
2017
Q4 | $204K | Buy |
819
+27
| +3% | +$6.73K | 0.1% | 173 |
|
|
2017
Q3 | $188K | Hold |
792
| – | – | 0.1% | 181 |
|
|
2017
Q2 | $180K | Buy |
792
+152
| +24% | +$34.5K | 0.1% | 183 |
|
|
2017
Q1 | $144K | Buy |
640
+2
| +0.3% | +$450 | 0.08% | 196 |
|
|
2016
Q4 | $135K | Buy |
+638
| New | +$135K | 0.08% | 198 |
|