Glassman Wealth Services’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26
| Closed | -$2.24K | – | 648 |
|
|
2023
Q4 | $2.24K | Buy |
26
+2
| +8% | +$172 | ﹤0.01% | 1319 |
|
|
2023
Q3 | $1.9K | Hold |
24
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q2 | $2.01K | Hold |
24
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q1 | $2.05K | Hold |
24
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q4 | $1.69K | Buy |
24
+5
| +26% | +$353 | ﹤0.01% | 1297 |
|
|
2022
Q3 | $1K | Sell |
19
-8
| -30% | -$421 | ﹤0.01% | 1374 |
|
|
2022
Q2 | $2K | Sell |
27
-6
| -18% | -$444 | ﹤0.01% | 1223 |
|
|
2022
Q1 | $3K | Buy |
33
+25
| +313% | +$2.27K | ﹤0.01% | 1114 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1324 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1269 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1234 |
|
|
2020
Q1 | – | Sell |
-101
| Closed | -$7K | – | 1226 |
|
|
2019
Q4 | $7K | Buy |
101
+4
| +4% | +$277 | ﹤0.01% | 534 |
|
|
2019
Q3 | $6K | Hold |
97
| – | – | ﹤0.01% | 507 |
|
|
2019
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 518 |
|
|
2019
Q1 | $6K | Buy |
+97
| New | +$6K | ﹤0.01% | 512 |
|
|
2017
Q1 | – | Sell |
-77
| Closed | -$3K | – | 600 |
|
|
2016
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 471 |
|