Glassman Wealth Services’s BGC Group BGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,777
Closed -$7.87K 2005
2023
Q2
$7.87K Sell
1,777
-161
-8% -$713 ﹤0.01% 868
2023
Q1
$10.1K Hold
1,938
﹤0.01% 816
2022
Q4
$7.31K Hold
1,938
﹤0.01% 916
2022
Q3
$6K Hold
1,938
﹤0.01% 929
2022
Q2
$7K Hold
1,938
﹤0.01% 894
2022
Q1
$9K Hold
1,938
﹤0.01% 851
2021
Q4
$9K Hold
1,938
﹤0.01% 816
2021
Q3
$10K Sell
1,938
-896
-32% -$4.62K ﹤0.01% 762
2021
Q2
$16K Sell
2,834
-33
-1% -$186 ﹤0.01% 627
2021
Q1
$14K Hold
2,867
﹤0.01% 617
2020
Q4
$11K Sell
2,867
-807
-22% -$3.1K ﹤0.01% 690
2020
Q3
$9K Sell
3,674
-549
-13% -$1.35K ﹤0.01% 634
2020
Q2
$12K Buy
4,223
+542
+15% +$1.54K ﹤0.01% 454
2020
Q1
$9K Sell
3,681
-2,361
-39% -$5.77K ﹤0.01% 439
2019
Q4
$36K Sell
6,042
-553
-8% -$3.3K 0.01% 297
2019
Q3
$36K Sell
6,595
-1,421
-18% -$7.76K 0.01% 279
2019
Q2
$42K Sell
8,016
-9,500
-54% -$49.8K 0.02% 267
2019
Q1
$93K Buy
+17,516
New +$93K 0.04% 169