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Glassman Wealth Services’s Expensify EXFY Stock Holding History

Glassman Wealth Services’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-226
Closed -$735 – 2008
2023
Q3 		$735 Buy
+226
New +$735 ﹤0.01% 1645