Gary Goldberg Planning Services’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $156K | Sell |
3,253
-1,343
| -29% | -$64.4K | 0.07% | 116 |
|
|
2014
Q3 | $179K | Buy |
4,596
+167
| +4% | +$6.5K | 0.07% | 119 |
|
|
2014
Q2 | $203K | Sell |
4,429
-166
| -4% | -$7.61K | 0.09% | 111 |
|
|
2014
Q1 | $226K | Buy |
4,595
+1,973
| +75% | +$97K | 0.11% | 98 |
|
|
2013
Q4 | $138K | Buy |
2,622
+253
| +11% | +$13.3K | 0.08% | 111 |
|
|
2013
Q3 | $116K | Buy |
2,369
+850
| +56% | +$41.6K | 0.07% | 120 |
|
|
2013
Q2 | $68K | Buy |
+1,519
| New | +$68K | 0.04% | 156 |
|