Gary Goldberg Planning Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $825K | Buy |
12,588
+2,612
| +26% | +$171K | 0.35% | 50 |
|
|
2014
Q3 | $532K | Sell |
9,976
-868
| -8% | -$46.3K | 0.22% | 64 |
|
|
2014
Q2 | $571K | Buy |
10,844
+468
| +5% | +$24.6K | 0.25% | 59 |
|
|
2014
Q1 | $560K | Buy |
10,376
+2,668
| +35% | +$144K | 0.27% | 56 |
|
|
2013
Q4 | $429K | Buy |
7,708
+1,348
| +21% | +$75K | 0.25% | 60 |
|
|
2013
Q3 | $304K | Buy |
6,360
+3,588
| +129% | +$172K | 0.18% | 75 |
|
|
2013
Q2 | $127K | Buy |
+2,772
| New | +$127K | 0.08% | 101 |
|