GWS
Glassman Wealth Services’s Eagle Bancorp EGBN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-14,716
| Closed | -$444K | – | 693 |
|
2023
Q4 | $444K | Sell |
14,716
-1,119
| -7% | -$33.7K | 0.06% | 95 |
|
2023
Q3 | $340K | Hold |
15,835
| – | – | 0.05% | 105 |
|
2023
Q2 | $335K | Buy |
15,835
+9,730
| +159% | +$206K | 0.05% | 109 |
|
2023
Q1 | $204K | Sell |
6,105
-1,930
| -24% | -$64.6K | 0.04% | 165 |
|
2022
Q4 | $354K | Sell |
8,035
-1,596
| -17% | -$70.3K | 0.07% | 111 |
|
2022
Q3 | $432K | Hold |
9,631
| – | – | 0.09% | 80 |
|
2022
Q2 | $457K | Buy |
9,631
+1,316
| +16% | +$62.4K | 0.09% | 82 |
|
2022
Q1 | $474K | Sell |
8,315
-755
| -8% | -$43K | 0.09% | 83 |
|
2021
Q4 | $529K | Sell |
9,070
-1,616
| -15% | -$94.3K | 0.1% | 78 |
|
2021
Q3 | $614K | Sell |
10,686
-1,572
| -13% | -$90.3K | 0.13% | 69 |
|
2021
Q2 | $687K | Buy |
12,258
+577
| +5% | +$32.3K | 0.14% | 56 |
|
2021
Q1 | $622K | Sell |
11,681
-3,414
| -23% | -$182K | 0.13% | 69 |
|
2020
Q4 | $623K | Hold |
15,095
| – | – | 0.14% | 61 |
|
2020
Q3 | $404K | Hold |
15,095
| – | – | 0.11% | 80 |
|
2020
Q2 | $494K | Buy |
15,095
+148
| +1% | +$4.84K | 0.15% | 65 |
|
2020
Q1 | $452K | Sell |
14,947
-49,244
| -77% | -$1.49M | 0.17% | 61 |
|
2019
Q4 | $3.12M | Buy |
64,191
+2,860
| +5% | +$139K | 1.18% | 15 |
|
2019
Q3 | $2.74M | Buy |
61,331
+10
| +0% | +$446 | 1.1% | 16 |
|
2019
Q2 | $3.32M | Hold |
61,321
| – | – | 1.34% | 14 |
|
2019
Q1 | $3.08M | Hold |
61,321
| – | – | 1.34% | 13 |
|
2018
Q4 | $2.99M | Hold |
61,321
| – | – | 1.61% | 12 |
|
2018
Q3 | $3.1M | Sell |
61,321
-22
| -0% | -$1.11K | 1.42% | 12 |
|
2018
Q2 | $3.76M | Buy |
61,343
+22
| +0% | +$1.35K | 1.87% | 9 |
|
2018
Q1 | $3.67M | Buy |
61,321
+19,489
| +47% | +$1.17M | 2.27% | 9 |
|
2017
Q4 | $2.42M | Sell |
41,832
-2,856
| -6% | -$165K | 1.47% | 13 |
|
2017
Q3 | $3M | Hold |
44,688
| – | – | 1.95% | 8 |
|
2017
Q2 | $2.83M | Buy |
44,688
+1,878
| +4% | +$119K | 1.87% | 8 |
|
2017
Q1 | $2.56M | Buy |
42,810
+15,521
| +57% | +$927K | 1.77% | 7 |
|
2016
Q4 | $1.66M | Sell |
27,289
-405
| -1% | -$24.7K | 1.18% | 9 |
|
2016
Q3 | $1.37M | Buy |
27,694
+2,200
| +9% | +$109K | 1.14% | 10 |
|
2016
Q2 | $1.23M | Hold |
25,494
| – | – | 1.05% | 11 |
|
2016
Q1 | $1.22M | Sell |
25,494
-2,222
| -8% | -$107K | 1.11% | 12 |
|
2015
Q4 | $1.4M | Sell |
27,716
-480
| -2% | -$24.2K | 1.27% | 11 |
|
2015
Q3 | $1.28M | Buy |
28,196
+837
| +3% | +$38.1K | 1.15% | 11 |
|
2015
Q2 | $1.2M | Buy |
27,359
+1,023
| +4% | +$45K | 0.97% | 13 |
|
2015
Q1 | $1.01M | Hold |
26,336
| – | – | 0.81% | 13 |
|
2014
Q4 | $935K | Buy |
+26,336
| New | +$935K | 0.68% | 16 |
|