GGPS
BEAM

Gary Goldberg Planning Services’s BEAM INC COM STK (DE) BEAM Stock Holding History

Gary Goldberg Planning Services’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-800
Closed -$67K – 503
2014
Q1 		$67K Hold
800
– – 0.03% 189
2013
Q4 		$54K Hold
800
– – 0.03% 197
2013
Q3 		$52K Hold
800
– – 0.03% 197
2013
Q2 		$50K Buy
+800
New +$51.9K 0.03% 188

Gary Goldberg Planning Services's BEAM Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 800 shares — an estimated $67K sold.

Gary Goldberg Planning Services first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $67K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 800 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $67K.
  • Gary Goldberg Planning Services first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • Gary Goldberg Planning Services's BEAM INC COM STK (DE) position peaked at $67K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.