Glassman Wealth Services’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,775
| Closed | -$14K | – | 385 |
|
|
2023
Q4 | $14K | Buy |
1,775
+418
| +31% | +$3.29K | ﹤0.01% | 791 |
|
|
2023
Q3 | $10.6K | Buy |
1,357
+618
| +84% | +$4.81K | ﹤0.01% | 841 |
|
|
2023
Q2 | $5.81K | Buy |
739
+69
| +10% | +$542 | ﹤0.01% | 955 |
|
|
2023
Q1 | $4.82K | Sell |
670
-285
| -30% | -$2.05K | ﹤0.01% | 1010 |
|
|
2022
Q4 | $7.45K | Sell |
955
-1,847
| -66% | -$14.4K | ﹤0.01% | 911 |
|
|
2022
Q3 | $18K | Buy |
2,802
+1,488
| +113% | +$9.56K | ﹤0.01% | 639 |
|
|
2022
Q2 | $10K | Buy |
1,314
+180
| +16% | +$1.37K | ﹤0.01% | 802 |
|
|
2022
Q1 | $9K | Sell |
1,134
-576
| -34% | -$4.57K | ﹤0.01% | 849 |
|
|
2021
Q4 | $18K | Buy |
1,710
+401
| +31% | +$4.22K | ﹤0.01% | 628 |
|
|
2021
Q3 | $14K | Buy |
1,309
+362
| +38% | +$3.87K | ﹤0.01% | 666 |
|
|
2021
Q2 | $9K | Buy |
947
+77
| +9% | +$732 | ﹤0.01% | 767 |
|
|
2021
Q1 | $9K | Sell |
870
-241
| -22% | -$2.49K | ﹤0.01% | 731 |
|
|
2020
Q4 | $9K | Buy |
1,111
+86
| +8% | +$697 | ﹤0.01% | 736 |
|
|
2020
Q3 | $5K | Buy |
+1,025
| New | +$5K | ﹤0.01% | 777 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$1K | – | 1227 |
|
|
2020
Q1 | $1K | Buy |
147
+91
| +163% | +$619 | ﹤0.01% | 807 |
|
|
2019
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 855 |
|
|
2018
Q4 | – | Sell |
-247
| Closed | -$2K | – | 785 |
|
|
2018
Q3 | $2K | Buy |
+247
| New | +$2K | ﹤0.01% | 575 |
|