Glassman Wealth Services’s Cathay General Bancorp CATY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-213
| Closed | -$9.49K | – | 477 |
|
|
2023
Q4 | $9.49K | Hold |
213
| – | – | ﹤0.01% | 902 |
|
|
2023
Q3 | $7.4K | Hold |
213
| – | – | ﹤0.01% | 943 |
|
|
2023
Q2 | $6.86K | Hold |
213
| – | – | ﹤0.01% | 911 |
|
|
2023
Q1 | $7.35K | Hold |
213
| – | – | ﹤0.01% | 892 |
|
|
2022
Q4 | $8.69K | Sell |
213
-17
| -7% | -$693 | ﹤0.01% | 869 |
|
|
2022
Q3 | $9K | Hold |
230
| – | – | ﹤0.01% | 817 |
|
|
2022
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 837 |
|
|
2022
Q1 | $10K | Sell |
230
-1
| -0.4% | -$43 | ﹤0.01% | 821 |
|
|
2021
Q4 | $10K | Hold |
231
| – | – | ﹤0.01% | 784 |
|
|
2021
Q3 | $10K | Sell |
231
-5
| -2% | -$216 | ﹤0.01% | 765 |
|
|
2021
Q2 | $9K | Hold |
236
| – | – | ﹤0.01% | 768 |
|
|
2021
Q1 | $10K | Buy |
236
+5
| +2% | +$212 | ﹤0.01% | 701 |
|
|
2020
Q4 | $7K | Hold |
231
| – | – | ﹤0.01% | 788 |
|
|
2020
Q3 | $5K | Buy |
231
+20
| +9% | +$433 | ﹤0.01% | 779 |
|
|
2020
Q2 | $6K | Sell |
211
-29
| -12% | -$825 | ﹤0.01% | 579 |
|
|
2020
Q1 | $6K | Buy |
+240
| New | +$6K | ﹤0.01% | 494 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 1077 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1103 |
|