Glassman Wealth Services’s BlackBerry BB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8
Closed -$44 2003
2023
Q2
$44 Hold
8
﹤0.01% 1895
2023
Q1
$36 Sell
8
-131
-94% -$590 ﹤0.01% 1887
2022
Q4
$453 Sell
139
-880
-86% -$2.87K ﹤0.01% 1649
2022
Q3
$5K Buy
1,019
+551
+118% +$2.7K ﹤0.01% 975
2022
Q2
$3K Buy
468
+131
+39% +$840 ﹤0.01% 1115
2022
Q1
$3K Buy
337
+33
+11% +$294 ﹤0.01% 1100
2021
Q4
$3K Sell
304
-5,946
-95% -$58.7K ﹤0.01% 1076
2021
Q3
$61K Buy
6,250
+20
+0.3% +$195 0.01% 319
2021
Q2
$76K Sell
6,230
-8
-0.1% -$98 0.02% 273
2021
Q1
$53K Buy
6,238
+5,939
+1,986% +$50.5K 0.01% 312
2020
Q4
$2K Buy
299
+90
+43% +$602 ﹤0.01% 1036
2020
Q3
$1K Buy
209
+59
+39% +$282 ﹤0.01% 1094
2020
Q2
$1K Buy
150
+82
+121% +$547 ﹤0.01% 955
2020
Q1
$0 Hold
68
﹤0.01% 1138
2019
Q4
$0 Hold
68
﹤0.01% 1182
2019
Q3
$0 Hold
68
﹤0.01% 1054
2019
Q2
$1K Hold
68
﹤0.01% 799
2019
Q1
$1K Hold
68
﹤0.01% 762
2018
Q4
$0 Hold
68
﹤0.01% 782
2018
Q3
$1K Hold
68
﹤0.01% 646
2018
Q2
$1K Hold
68
﹤0.01% 623
2018
Q1
$1K Buy
68
+23
+51% +$338 ﹤0.01% 582
2017
Q4
$1K Buy
+45
New +$1K ﹤0.01% 544