GGPS
Gary Goldberg Planning Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.93M | Buy |
18,289
+47
| +0.3% | +$7.54K | 1.23% | 22 |
|
|
2014
Q3 | $3.46M | Buy |
18,242
+804
| +5% | +$153K | 1.44% | 22 |
|
|
2014
Q2 | $3.16M | Sell |
17,438
-1,070
| -6% | -$194K | 1.39% | 21 |
|
|
2014
Q1 | $3.56M | Sell |
18,508
-1,369
| -7% | -$264K | 1.74% | 18 |
|
|
2013
Q4 | $3.73M | Sell |
19,877
-666
| -3% | -$125K | 2.17% | 15 |
|
|
2013
Q3 | $3.8M | Sell |
20,543
-235
| -1% | -$43.5K | 2.31% | 13 |
|
|
2013
Q2 | $3.97M | Buy |
+20,778
| New | +$3.97M | 2.54% | 15 |
|