Glassman Wealth Services’s Alere Inc ALR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,131
| Closed | -$161K | – | 750 |
|
|
2016
Q4 | $161K | Buy |
+4,131
| New | +$161K | 0.11% | 105 |
|
|
2016
Q1 | – | Sell |
-2,045
| Closed | -$80K | – | 454 |
|
|
2015
Q4 | $80K | Sell |
2,045
-2,185
| -52% | -$85.5K | 0.07% | 120 |
|
|
2015
Q3 | $204K | Hold |
4,230
| – | – | 0.18% | 64 |
|
|
2015
Q2 | $223K | Sell |
4,230
-1,167
| -22% | -$61.5K | 0.18% | 58 |
|
|
2015
Q1 | $264K | Sell |
5,397
-2,871
| -35% | -$140K | 0.21% | 50 |
|
|
2014
Q4 | $314K | Buy |
+8,268
| New | +$314K | 0.23% | 41 |
|