Glassman Wealth Services’s Renaissance IPO ETF IPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-261
Closed -$9.8K 206
2025
Q1
$9.8K Buy
+261
New +$9.8K ﹤0.01% 157
2021
Q1
Sell
-300
Closed -$19K 1516
2020
Q4
$19K Buy
+300
New +$19K ﹤0.01% 544