Gary Goldberg Planning Services’s Tootsie Roll Industries TR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$262K Sell
11,837
-2,696
-19% -$59.7K 0.11% 94
2014
Q3
$294K Buy
14,533
+143
+1% +$2.89K 0.12% 90
2014
Q2
$306K Sell
14,390
-165
-1% -$3.51K 0.13% 88
2014
Q1
$315K Buy
14,555
+6,809
+88% +$147K 0.15% 82
2013
Q4
$177K Buy
7,746
+1,533
+25% +$35K 0.1% 100
2013
Q3
$134K Buy
6,213
+3,604
+138% +$77.7K 0.08% 112
2013
Q2
$58K Buy
+2,609
New +$58K 0.04% 172