Glassman Wealth Services’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,276
| Closed | -$8.04K | – | 727 |
|
|
2023
Q4 | $8.04K | Sell |
1,276
-692
| -35% | -$4.36K | ﹤0.01% | 938 |
|
|
2023
Q3 | $9.56K | Buy |
1,968
+442
| +29% | +$2.15K | ﹤0.01% | 869 |
|
|
2023
Q2 | $8.32K | Sell |
1,526
-628
| -29% | -$3.42K | ﹤0.01% | 862 |
|
|
2023
Q1 | $12.6K | Buy |
2,154
+1,766
| +455% | +$10.3K | ﹤0.01% | 754 |
|
|
2022
Q4 | $2.27K | Sell |
388
-244
| -39% | -$1.43K | ﹤0.01% | 1228 |
|
|
2022
Q3 | $4K | Sell |
632
-1,338
| -68% | -$8.47K | ﹤0.01% | 1044 |
|
|
2022
Q2 | $15K | Buy |
1,970
+1,297
| +193% | +$9.88K | ﹤0.01% | 698 |
|
|
2022
Q1 | $6K | Sell |
673
-1,367
| -67% | -$12.2K | ﹤0.01% | 957 |
|
|
2021
Q4 | $22K | Buy |
2,040
+363
| +22% | +$3.92K | ﹤0.01% | 586 |
|
|
2021
Q3 | $19K | Sell |
1,677
-201
| -11% | -$2.28K | ﹤0.01% | 591 |
|
|
2021
Q2 | $24K | Buy |
1,878
+62
| +3% | +$792 | 0.01% | 521 |
|
|
2021
Q1 | $24K | Buy |
1,816
+2
| +0.1% | +$26 | 0.01% | 476 |
|
|
2020
Q4 | $22K | Buy |
1,814
+670
| +59% | +$8.13K | 0.01% | 500 |
|
|
2020
Q3 | $12K | Buy |
1,144
+532
| +87% | +$5.58K | ﹤0.01% | 563 |
|
|
2020
Q2 | $6K | Buy |
+612
| New | +$6K | ﹤0.01% | 583 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | – | – | 1241 |
|
|
2019
Q4 | $0 | Buy |
+40
| New | – | ﹤0.01% | 1255 |
|
|
2017
Q2 | – | Sell |
-1,075
| Closed | -$7K | – | 577 |
|
|
2017
Q1 | $7K | Hold |
1,075
| – | – | ﹤0.01% | 375 |
|
|
2016
Q4 | $6K | Buy |
+1,075
| New | +$6K | ﹤0.01% | 418 |
|
|
2016
Q3 | – | Sell |
-1,075
| Closed | -$8K | – | 504 |
|
|
2016
Q2 | $8K | Hold |
1,075
| – | – | 0.01% | 352 |
|
|
2016
Q1 | $11K | Hold |
1,075
| – | – | 0.01% | 293 |
|
|
2015
Q4 | $10K | Hold |
1,075
| – | – | 0.01% | 314 |
|
|
2015
Q3 | $11K | Hold |
1,075
| – | – | 0.01% | 290 |
|
|
2015
Q2 | $11K | Hold |
1,075
| – | – | 0.01% | 308 |
|
|
2015
Q1 | $13K | Hold |
1,075
| – | – | 0.01% | 281 |
|
|
2014
Q4 | $13K | Buy |
+1,075
| New | +$13K | 0.01% | 319 |
|