Gary Goldberg Planning Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.44M | Buy |
30,446
+946
| +3% | +$75.7K | 1.02% | 28 |
|
|
2014
Q3 | $2.24M | Buy |
29,500
+955
| +3% | +$72.4K | 0.93% | 29 |
|
|
2014
Q2 | $2.19M | Buy |
28,545
+3,720
| +15% | +$285K | 0.96% | 27 |
|
|
2014
Q1 | $1.81M | Buy |
24,825
+5,875
| +31% | +$429K | 0.88% | 32 |
|
|
2013
Q4 | $1.35M | Sell |
18,950
-765
| -4% | -$54.5K | 0.79% | 33 |
|
|
2013
Q3 | $1.29M | Buy |
19,715
+19,475
| +8,115% | +$1.27M | 0.78% | 34 |
|
|
2013
Q2 | $15K | Buy |
+240
| New | +$15K | 0.01% | 265 |
|