GWS
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Glassman Wealth Services’s iQIYI IQ Stock Holding History

Glassman Wealth Services’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-579
Closed -$2.83K – 988
2023
Q4 		$2.83K Hold
579
– – ﹤0.01% 1245
2023
Q3 		$2.74K Hold
579
– – ﹤0.01% 1234
2023
Q2 		$3.09K Hold
579
– – ﹤0.01% 1131
2023
Q1 		$4.21K Sell
579
-257
-31% -$1.76K ﹤0.01% 1049
2022
Q4 		$4.43K Buy
836
+776
+1,293% +$2.26K ﹤0.01% 1052
2022
Q3 		$0 Hold
60
– – ﹤0.01% 1824
2022
Q2 		$0 Buy
+60
New +$241 ﹤0.01% 1833
2021
Q1 		– Sell
-66
Closed -$1K – 1517
2020
Q4 		$1K Buy
+66
New +$1.49K ﹤0.01% 1228

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KFA
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Bank of America
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HM
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return