Glassman Wealth Services’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3
| Closed | -$187 | – | 416 |
|
2023
Q4 | $187 | Hold |
3
| – | – | ﹤0.01% | 1900 |
|
2023
Q3 | $166 | Hold |
3
| – | – | ﹤0.01% | 1918 |
|
2023
Q2 | $161 | Sell |
3
-14
| -82% | -$751 | ﹤0.01% | 1850 |
|
2023
Q1 | $1.14K | Hold |
17
| – | – | ﹤0.01% | 1388 |
|
2022
Q4 | $1.14K | Buy |
+17
| New | +$1.14K | ﹤0.01% | 1389 |
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 1669 |
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1680 |
|
2022
Q1 | $0 | Sell |
5
-12
| -71% | – | ﹤0.01% | 1652 |
|
2021
Q4 | $2K | Buy |
17
+15
| +750% | +$1.77K | ﹤0.01% | 1168 |
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1593 |
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1457 |
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1400 |
|