GWS
CIO

Glassman Wealth Services’s City Office REIT CIO Stock Holding History

Glassman Wealth Services’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-350
Closed -$1.49K – 1992
2023
Q3 		$1.49K Sell
350
-64
-15% -$272 ﹤0.01% 1431
2023
Q2 		$2.31K Buy
+414
New +$2.31K ﹤0.01% 1202
2020
Q1 		– Sell
-19
Closed – – 1184
2019
Q4 		$0 Buy
+19
New – ﹤0.01% 1215