GGPS
Gary Goldberg Planning Services’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.61M | Buy |
33,178
+828
| +3% | +$65.2K | 1.1% | 23 |
|
|
2014
Q3 | $2.42M | Buy |
32,350
+1,020
| +3% | +$76.4K | 1.01% | 27 |
|
|
2014
Q2 | $2.4M | Buy |
31,330
+3,085
| +11% | +$236K | 1.06% | 25 |
|
|
2014
Q1 | $2.08M | Buy |
28,245
+4,718
| +20% | +$347K | 1.01% | 30 |
|
|
2013
Q4 | $1.71M | Sell |
23,527
-1,370
| -6% | -$99.5K | 0.99% | 29 |
|
|
2013
Q3 | $1.72M | Sell |
24,897
-590
| -2% | -$40.7K | 1.04% | 28 |
|
|
2013
Q2 | $1.69M | Buy |
+25,487
| New | +$1.69M | 1.08% | 27 |
|