Glassman Wealth Services’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$1.07K | – | 976 |
|
|
2023
Q4 | $1.07K | Hold |
28
| – | – | ﹤0.01% | 1525 |
|
|
2023
Q3 | $939 | Hold |
28
| – | – | ﹤0.01% | 1566 |
|
|
2023
Q2 | $1.17K | Hold |
28
| – | – | ﹤0.01% | 1395 |
|
|
2023
Q1 | $1.26K | Hold |
28
| – | – | ﹤0.01% | 1362 |
|
|
2022
Q4 | $698 | Hold |
28
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q3 | $1K | Sell |
28
-16
| -36% | -$571 | ﹤0.01% | 1433 |
|
|
2022
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1440 |
|