Glassman Wealth Services’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19
| Closed | -$1.84K | – | 381 |
|
|
2023
Q4 | $1.84K | Hold |
19
| – | – | ﹤0.01% | 1373 |
|
|
2023
Q3 | $1.5K | Hold |
19
| – | – | ﹤0.01% | 1429 |
|
|
2023
Q2 | $1.65K | Hold |
19
| – | – | ﹤0.01% | 1311 |
|
|
2023
Q1 | $1.56K | Hold |
19
| – | – | ﹤0.01% | 1311 |
|
|
2022
Q4 | $1.37K | Sell |
19
-40
| -68% | -$2.88K | ﹤0.01% | 1345 |
|
|
2022
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q2 | $4K | Buy |
59
+53
| +883% | +$3.59K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1352 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1225 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 1142 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q3 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 1057 |
|
|
2019
Q2 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 1080 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1032 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | – | – | 784 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 817 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 802 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 743 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 671 |
|