Number of Shares
13,000
Previous 14,000 7.14%
Holding current value
$16 Million
Previous $15.3 Million 4.31%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
N/A
-1,000 Reduced 7.14%
13,000 $16 Million
Q2 2024

Jul 24, 2024

SELL
N/A
-5,000 Reduced 26.32%
14,000 $15.3 Million
Q1 2024

May 13, 2024

SELL
N/A
-5,000 Reduced 20.83%
19,000 $19.1 Million
Q1 2023

May 09, 2023

SELL
N/A
-8,000 Reduced 25.0%
24,000 $22.9 Million
Q4 2022

Feb 03, 2023

BUY
N/A
32,000 New
32,000 $30 Million
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.