GGPS
Gary Goldberg Planning Services’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $3.47M | Buy |
85,694
+74,645
| +676% | +$3.02M | 1.46% | 19 |
|
|
2014
Q3 | $463K | Buy |
11,049
+10
| +0.1% | +$419 | 0.19% | 72 |
|
|
2014
Q2 | $500K | Buy |
11,039
+21
| +0.2% | +$951 | 0.22% | 68 |
|
|
2014
Q1 | $471K | Buy |
11,018
+270
| +3% | +$11.5K | 0.23% | 65 |
|
|
2013
Q4 | $443K | Sell |
10,748
-34
| -0.3% | -$1.4K | 0.26% | 58 |
|
|
2013
Q3 | $416K | Buy |
10,782
+294
| +3% | +$11.3K | 0.25% | 62 |
|
|
2013
Q2 | $424K | Buy |
+10,488
| New | +$424K | 0.27% | 58 |
|