Glassman Wealth Services’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-435
| Closed | -$24.9K | – | 966 |
|
|
2023
Q4 | $24.9K | Buy |
435
+24
| +6% | +$1.37K | ﹤0.01% | 638 |
|
|
2023
Q3 | $25.3K | Buy |
411
+99
| +32% | +$6.1K | ﹤0.01% | 599 |
|
|
2023
Q2 | $16K | Sell |
312
-154
| -33% | -$7.88K | ﹤0.01% | 685 |
|
|
2023
Q1 | $23.7K | Buy |
466
+20
| +4% | +$1.02K | ﹤0.01% | 596 |
|
|
2022
Q4 | $21.7K | Buy |
446
+131
| +42% | +$6.39K | ﹤0.01% | 643 |
|
|
2022
Q3 | $14K | Buy |
315
+43
| +16% | +$1.91K | ﹤0.01% | 708 |
|
|
2022
Q2 | $13K | Sell |
272
-6
| -2% | -$287 | ﹤0.01% | 733 |
|
|
2022
Q1 | $13K | Buy |
278
+29
| +12% | +$1.36K | ﹤0.01% | 759 |
|
|
2021
Q4 | $9K | Buy |
249
+95
| +62% | +$3.43K | ﹤0.01% | 829 |
|
|
2021
Q3 | $5K | Buy |
154
+49
| +47% | +$1.59K | ﹤0.01% | 963 |
|
|
2021
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q1 | $3K | Buy |
105
+18
| +21% | +$514 | ﹤0.01% | 999 |
|
|
2020
Q4 | $2K | Sell |
87
-60
| -41% | -$1.38K | ﹤0.01% | 1076 |
|
|
2020
Q3 | $2K | Buy |
147
+67
| +84% | +$912 | ﹤0.01% | 1002 |
|
|
2020
Q2 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 1043 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | – | – | 1326 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1315 |
|