Gary Goldberg Planning Services’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $51K | Hold |
2,814
| – | – | 0.02% | 212 |
|
|
2014
Q3 | $45K | Buy |
2,814
+150
| +6% | +$2.4K | 0.02% | 241 |
|
|
2014
Q2 | $41K | Buy |
2,664
+1,563
| +142% | +$24.1K | 0.02% | 240 |
|
|
2014
Q1 | $16K | Sell |
1,101
-1,541
| -58% | -$22.4K | 0.01% | 291 |
|
|
2013
Q4 | $34K | Sell |
2,642
-661
| -20% | -$8.51K | 0.02% | 220 |
|
|
2013
Q3 | $31K | Hold |
3,303
| – | – | 0.02% | 228 |
|
|
2013
Q2 | $37K | Buy |
+3,303
| New | +$37K | 0.02% | 207 |
|