Glassman Wealth Services’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-229
| Closed | -$16.8K | – | 690 |
|
|
2023
Q4 | $16.8K | Sell |
229
-3
| -1% | -$220 | ﹤0.01% | 734 |
|
|
2023
Q3 | $13.6K | Hold |
232
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $9.16K | Hold |
232
| – | – | ﹤0.01% | 836 |
|
|
2023
Q1 | $8.96K | Hold |
232
| – | – | ﹤0.01% | 855 |
|
|
2022
Q4 | $8.08K | Buy |
232
+91
| +65% | +$3.17K | ﹤0.01% | 891 |
|
|
2022
Q3 | $3K | Buy |
141
+22
| +18% | +$468 | ﹤0.01% | 1122 |
|
|
2022
Q2 | $2K | Buy |
+119
| New | +$2K | ﹤0.01% | 1226 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | – | – | 1717 |
|
|
2021
Q4 | $0 | Buy |
16
+8
| +100% | – | ﹤0.01% | 1699 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1644 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$4K | – | 1500 |
|
|
2021
Q1 | $4K | Sell |
28
-3
| -10% | -$429 | ﹤0.01% | 921 |
|
|
2020
Q4 | $6K | Buy |
31
+9
| +41% | +$1.74K | ﹤0.01% | 823 |
|
|
2020
Q3 | $3K | Buy |
22
+4
| +22% | +$545 | ﹤0.01% | 889 |
|
|
2020
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 842 |
|