Gary Goldberg Planning Services’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$1.82M Buy
127,530
+3,650
+3% +$52K 0.76% 34
2014
Q3
$1.6M Buy
123,880
+2,250
+2% +$29K 0.67% 40
2014
Q2
$1.5M Buy
121,630
+14,050
+13% +$174K 0.66% 39
2014
Q1
$1.26M Buy
107,580
+25,380
+31% +$298K 0.62% 43
2013
Q4
$908K Sell
82,200
-4,400
-5% -$48.6K 0.53% 43
2013
Q3
$870K Buy
86,600
+25,350
+41% +$255K 0.53% 43
2013
Q2
$576K Buy
+61,250
New +$576K 0.37% 49