Glassman Wealth Services’s Globe Life GL Stock Holding History

Glassman Wealth Services’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,035	Closed	-$248K	–	838
2023 Q4	$248K	Hold	2,035	–	–	0.04%	160
2023 Q3	$221K	Hold	2,035	–	–	0.04%	155
2023 Q2	$223K	Hold	2,035	–	–	0.04%	159
2023 Q1	$224K	Hold	2,035	–	–	0.04%	153
2022 Q4	$245K	Sell	2,035 -100	-5%	-$12.1K	0.05%	150
2022 Q3	$213K	Hold	2,135	–	–	0.05%	143
2022 Q2	$208K	Buy	2,135 +7	+0.3%	+$682	0.04%	155
2022 Q1	$214K	Buy	2,128 +2	+0.1%	+$201	0.04%	160
2021 Q4	$199K	Sell	2,126 -99	-4%	-$9.27K	0.04%	161
2021 Q3	$198K	Buy	2,225 +6	+0.3%	+$534	0.04%	154
2021 Q2	$211K	Hold	2,219	–	–	0.04%	131
2021 Q1	$214K	Sell	2,219 -1	-0%	-$96	0.05%	134
2020 Q4	$211K	Hold	2,220	–	–	0.05%	133
2020 Q3	$177K	Buy	2,220 +3	+0.1%	+$239	0.05%	128
2020 Q2	$165K	Sell	2,217 -57	-3%	-$4.24K	0.05%	120
2020 Q1	$164K	Sell	2,274 -2	-0.1%	-$144	0.06%	112
2019 Q4	$240K	Hold	2,276	–	–	0.09%	109
2019 Q3	$218K	Sell	2,276 -220	-9%	-$21.1K	0.09%	103
2019 Q2	$223K	Hold	2,496	–	–	0.09%	102
2019 Q1	$205K	Hold	2,496	–	–	0.09%	107
2018 Q4	$186K	Hold	2,496	–	–	0.1%	104
2018 Q3	$216K	Hold	2,496	–	–	0.1%	101
2018 Q2	$203K	Hold	2,496	–	–	0.1%	87
2018 Q1	$210K	Hold	2,496	–	–	0.13%	77
2017 Q4	$226K	Hold	2,496	–	–	0.14%	71
2017 Q3	$200K	Hold	2,496	–	–	0.13%	74
2017 Q2	$191K	Hold	2,496	–	–	0.13%	78
2017 Q1	$192K	Sell	2,496 -129	-5%	-$9.92K	0.13%	78
2016 Q4	$194K	Hold	2,625	–	–	0.14%	84
2016 Q3	$168K	Sell	2,625 -75	-3%	-$4.8K	0.14%	76
2016 Q2	$167K	Hold	2,700	–	–	0.14%	69
2016 Q1	$146K	Hold	2,700	–	–	0.13%	85
2015 Q4	$154K	Hold	2,700	–	–	0.14%	88
2015 Q3	$152K	Hold	2,700	–	–	0.14%	88
2015 Q2	$157K	Hold	2,700	–	–	0.13%	86
2015 Q1	$148K	Hold	2,700	–	–	0.12%	87
2014 Q4	$146K	Buy	+2,700	New	+$146K	0.11%	94