HERITAGE WEALTH ADVISORS – The Goldman Sachs Group, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$317,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-1.34%
quarter
The Goldman Sachs Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -30.82% | -482 shares | -148K | $293.05 | 1.08K |
| Q2 2022 | share | Increase | +346.86% | 1.21K shares | 349K | $297.02 | 1.56K |
| Q1 2022 | share | 0.00% | 0 shares | -18K | $330.1 | 350 | |
| Q4 2021 | share | 0.00% | 0 shares | 1.58K | $385.52 | 350 | |
| Q3 2021 | share | Increase | 0.00% | 350 shares | 132.31K | $376.03 | 350 |
| Q2 2021 | share | Decrease | -100.00% | -200 shares | -65.4K | $375.71 | 0 |
| Q1 2021 | share | 0.00% | 0 shares | 12.4K | $322.62 | 200 | |
| Q4 2020 | share | 0.00% | 0 shares | 12.80K | $259.2 | 200 | |
| Q3 2020 | share | 0.00% | 0 shares | 670 | $196.47 | 200 | |
| Q2 2020 | share | 0.00% | 0 shares | 8.60K | $192.03 | 200 | |
| Q1 2020 | share | Decrease | -49.37% | -195 shares | -59.90K | $149.26 | 200 |
| Q4 2019 | share | Decrease | -23.60% | -122 shares | -16.17K | $220.64 | 395 |
| Q3 2019 | share | 0.00% | 0 shares | 1.22K | $197.74 | 517 | |
| Q2 2019 | share | 0.00% | 0 shares | 6.51K | $194.03 | 517 | |
| Q1 2019 | share | Increase | +209.58% | 350 shares | 72.25K | $181.26 | 517 |
| Q4 2018 | share | 0.00% | 0 shares | -10K | $157.08 | 167 | |
| Q3 2018 | share | Increase | 0.00% | 167 shares | 37K | $209.99 | 167 |